Coming May 30, 2026! This update brings an integration with HubSpot, batch uploading a document to multiple records, and bug fixes! Let’s dive in!
What’s New?
🔌 HubSpot Integration
Connect your HubSpot and GivingData systems to eliminate duplicate data entry and keep your team working from a single source of truth. The new HubSpot Integration syncs HubSpot Companies with GivingData Organizations and HubSpot Contacts with GivingData Contacts, supporting bi-directional sync or one-way data flow in whichever direction fits your workflow. You can map standard fields out of the box and custom field mappings from a list of available fields.
Available as an add-on at any tier, the integration typically takes about a week to go live from the time your team completes the prep work.
Interested in adding HubSpot Integration to your GivingData site? Reach out to your Customer Success Manager to discuss your team's needs and start the setup process.
📚 Learn more: <coming soon>
HubSpot Integration Guide-External.mp4
🏦 Bank Account Alerts & Banners
Reviewing grantee-submitted bank account information just got easier. When a grantee adds a new bank account or edits an existing one through the Grantee Portal, your staff will now see clear visual alerts on the organization record Bank Account Tab:
- A yellow warning banner appears at the top of the Bank Accounts tab when a new account is submitted
- A blue informational banner appears when an existing account is edited, including a list of exactly which fields were changed
- Each banner shows the bank name, who submitted the change, and when it was made
- Inline alert icons next to individual accounts in the table provide details on hover
Once a staff member verifies the bank account, all banners and icons clear — giving you a built-in audit trail of who reviewed the submission and when.
📎 Batch Upload a Document to Multiple Records
You can now upload a file directly from your computer and attach it to multiple records in a single step. From super search on organizations, requests, payments, and requirements, the batch Add Document action accepts a direct file upload alongside the existing template-based options — so a board approval PDF, signed agreement, or any other file can be added to every relevant grant at once instead of one record at a time.
A new optional checkbox lets you append the record's ID (Organization ID, Payment ID, etc.) to the filename, making batch-uploaded files easy to identify later. The document title and filename auto-populate from the uploaded file, and document type options are filtered to match the entity type you're searching on. You'll see the same familiar toast notifications for processing and completion as the existing batch document flow.
🛠️ Tech Modernization
The following pages have been modernized with minimal UI changes including in-line editing and accessibility improvements.
✨Interactions List and Details Modal
📚 Learn more: User Interface Updates (Interactions)
✨Key Moments List and Details Modal
📚 Learn more: User Interface Updates (Grantee 360 > Key Moments List)
✨Board Meeting Report
📚 Learn more: User Interface Updates (Reports > Board Meeting)
✨Giving History Report
📚 Learn more: User Interface Updates (Reports > Giving History)
✨Debit Credit Report
📚 Learn more: User Interface Updates (Reports > Debit Credit)
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
- Workflow Task Modal Title Overlap: On workflow task modals, very long Request titles in the left column were not wrapping correctly and were overlapping adjacent text. The title text now wraps cleanly within the workflow task modal regardless of length.
- Payment Super Doc / Template Document Links Broken: Previously generated Payment Super Docs, templates, and other payment-related documents were no longer linked to their associated Payment records, while newly generated payment documents still linked correctly. The historical document-to-payment associations have been restored so existing payment documents now appear on the Payment record's Documents tab as expected.
- Unsaved Request Super Search in Recently Run List: After adding a Super Doc template containing a search-criteria field to a record, an Unsaved Request Super Search entry was incorrectly appearing in the homepage's Recently Run Super Searches list, crowding out actual user-initiated searches. The system no longer logs Super Doc-driven background searches to the Recently Run list, so users once again see only the super searches they actively ran.
- Last Verified Date Cannot Be Cleared: On the Finance & Compliance tab, users could update an existing "Last Verified" date but could not clear the field back to blank — the previous value persisted regardless of the save attempt. The Compliance Status modal now accepts an empty value for Last Verified so clients can remove the date when they no longer wish to track it.
- External Reviewer Portal "Not Found" Errors: When external reviewers opened completed reviews in the Reviewer Portal, multiple "Not Found" error dialogs were appearing on screen; reviewers could still view their reviews by section after dismissing each error, but the experience was confusing. The underlying record lookups have been corrected so the review now opens cleanly without the cascade of spurious error messages.
- Intake Document Import OneDrive Failures: Large intake form document imports (500+ documents) were failing with a "OneDrive Failed Request" error, leaving the affected organizations unable to receive their documents and requiring manual intervention to restore the records. The document import process has been hardened to handle high-volume OneDrive operations reliably, eliminating the failure on large imports.
- Foreign Currency Symbol on Payments & Budget Tab: On the Request Payments & Budget tab, payment amounts entered in a foreign currency (such as South African Rand) were displaying with a dollar sign instead of the correct currency symbol, even though every other location in the application rendered the symbol correctly. The currency-formatting logic on the Payments & Budget tab now honors the configured currency and displays the proper symbol.
- Inbound Email Replies with Attachments Not Linking: When recipients replied to GivingData generated emails with one or more file attachments, the reply was failing to attach to the originating Interaction but no message appeared in the GD interaction thread and no error was logged. This has been corrected so replies with attachments now post to the Interaction thread.
- Interaction Type Modal Mislabeled: When adding a new Interaction Type from Admin Settings, the modal title incorrectly read "Key Moment Type" instead of "Interaction Type.” The modal now displays the correct "Interaction Type" label when creating or editing an interaction type.
- Closed Campaign Locks Application Edits: Once a campaign was closed, grantee users were blocked from editing their submitted applications even after the application had been imported into a request and the intake form was moved back to "In Progress" — the only workaround was to reopen the campaign. Application edit permissions now follow the request and intake form state rather than the campaign status, so grantees with the appropriate permissions can edit as expected.
- Document Super Search "OR" Operator Reducing Results: On Document Super Searches, adding a second criterion with the "OR" operator was returning fewer documents than the original single-criterion search (e.g., 692 results narrowed to 517), which contradicts how the OR operator should behave. The Document Super Search query logic has been corrected so the OR operator now properly expands (or at minimum maintains) the result set.
- Primary Organization Merge Field Showing Raw JSON: Super Doc templates using the Request > Primary Contact > Primary Organization merge field were rendering raw JSON-style content into the generated document with no way for users to remove or edit the artifact. The merge field now resolves to the organization's display name only, eliminating the JSON fragment in generated documents.
- Premium Report Excel Export Failure: A specific premium report was throwing an error when users attempted to export it to Excel, forcing them to fall back to PDF export instead. The Excel export pathway has been corrected so reports of this configuration now export to Excel without error.
- "State is Missing" Super Search Pulling Foreign Records: When running an Organization Super Search filtered on Primary Address > State is missing, results were correctly returning US records with empty state values but were also incorrectly returning foreign-country records that had a state/province populated. The state filter now evaluates emptiness correctly across all countries so "is missing" results no longer include foreign records with populated provinces.
- Cannot Create Payment Requirement Type: In Admin Settings > Grantmaking > Requirements, clicking Save when adding a new Requirement Type with the Payments entity type did nothing — the form silently failed, while Request entity-type requirements saved without issue. The save action for Payment Requirement Types has been restored so admins can now create new payment requirements as expected.
💡 If you encounter any issues, reach out to our Support Team —we're happy to help!
📀 Replica Database Schema Changes
Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.