GivingData Integrations

Overview

• GivingData's Available Integrations
• Create a GivingData Application Registration in Microsoft Entra ID
• Microsoft's Rebranding: Azure Active Directory is now Microsoft Entra ID

Microsoft Word Add-In

• Microsoft Word Add-In: Integration Checklist
• Microsoft Word Add-In: PC (Desktop) Setup
• Microsoft Word Add-In: Mac (Desktop) Setup
• Microsoft Word Add-In: Microsoft 365 Online (Web App) Setup

DocuSign

• Docusign: Integration Checklist
• DocuSign Integration Setup: Phase 1
• DocuSign Integration Setup: Phase 2
• Configure DocuSign Default Signature Placement Text
• Send a Document for E-Signature through DocuSign
• Clear E-Signature Access Token

Adobe Sign

• Setting Up the Adobe Sign Integration
• Send a Document for E-Signature through Adobe Sign
• Clear E-Signature Access Token

Microsoft Outlook Add-In

• Microsoft Outlook Add-In: Integration Checklist
• Install the NEW Add-In for Outlook (Sideload)
• Microsoft Outlook Add-In User Guide
• Troubleshoot the Microsoft Outlook Add-In
• Troubleshoot Microsoft Outlook Add-In Mail Delivery Issues
• Uninstall the Microsoft Outlook Add-In

See all 8 articles

Gmail Add-On

• Gmail Add-On Installation and User Guide

OneDrive Premium Document Management

• OneDrive Premium Document Management: Integration Checklist

OneDrive Document Linking

• OneDrive Document Linking: Integration Checklist

Azure SSO

• Azure SSO: Integration Checklist

BILL

• BILL: Integration Checklist
• BILL Integration Setup
• Send Payments to BILL

Bridger Insight Integration (OFAC Risk Management)

• Bridger Insight (OFAC Risk Management): Integration Checklist
• Bridger Insight Integration (OFAC Risk Management) Setup
• Bridger Insight Integration (OFAC Risk Management) User Guide