The Azure SSO integration allows you to access your GivingData site using your Microsoft Azure credentials.
The checklist below serves as a high-level overview of the integration set-up phases. The phases labeled "Client Instructions" contain the items to ensure you have checked off before moving forward, as well as linked articles with detailed instructions and steps for the phase.
The phases labeled "GivingData Instructions" are provided for your context. The steps in those phases are completed by GivingData staff. Reach out to your GivingData contact if you have specific questions about any of those phases, as you will not have access to open the linked resources.
Phase 1: Client Instructions
In this phase, you will create a GivingData application registration in Microsoft Entra ID for your GivingData Production site and Staging site (if applicable).
Once this is done, the same application registration details can be used for all other available GivingData integrations with Microsoft. This includes the GivingData Outlook Add-In and OneDrive Premium Document Management or OneDrive Document Linking.
Specific permissions and manifest details vary based on the integrations you plan to set up. Refer to the article linked below for instructions.
If you are adding this integration at a later time, refer to each section in the article linked below and edit your existing application registration accordingly.
Complete the steps outlined in Create a GivingData Application Registration in Microsoft Entra ID.
✅ Create a GivingData application registration for your GivingData Production site and Staging site (if applicable). Refer to the note above: this does not need to be repeated if already completed for another GivingData integration.
- Provide the following information to your GivingData contact:
- Tenant ID
Production Application ID
Production Application ID URI
Staging Application ID (if applicable)
Staging Application ID URI (if applicable)
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 2: GivingData Instructions
This phase is completed by your GivingData contact.
Coordinate with the Development team to complete the following steps:
✅ Input the values provided by the client in Phase 1.
✅ Validate application registration details.
✅ Check manifest and permissions.
✅ Enable Azure SSO and update identity configuration to make Azure SSO login available.
Complete the following steps, working with the Support team as needed:
✅ Restart the client's GivingData site.
✅ Test SSO login.