The GivingData Add-In for Microsoft Word allows you to add GivingData merge fields into a Microsoft Word document. This is essential for creating a document template for use in your GivingData site.
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.
As of v5.3.13, an updated version of the GivingData Add-In for Microsoft Word is available. We encourage you to download the new version following the instructions in this article. If you had previously installed the old version, follow the instructions in Uninstall the Legacy Microsoft Word Add-In to uninstall it.
Phase 1 - Client Instructions
Complete the steps outlined in one of the articles below, depending upon which version of Microsoft Word you have available. Each user who needs to install the Microsoft Word add-in should complete the steps on their computer.
- Microsoft Word Add-In - PC (Desktop) Setup
- Microsoft Word Add-In - Mac (Desktop) Setup
- Microsoft Word Add-In - Microsoft 365 Online (Web App) Setup
Main steps for this phase include:
✅ Download the manifest file from your GivingData site.
✅ Copy the the API key for your user profile from your GivingData site.
✅ Load the manifest file in Microsoft Word.
✅ Enter your API key in the Microsoft Word add-in to complete installation.
Phase 2 - Client Instructions
In this phase, you will review a resource for using the integration.
✅ Review Document Templates to learn how to use the integration now that it is set up.