Access NPE Consolidated

Cristiana Ghinea

Articles on using Mailchimp integration and other add-ins.

Integrations

The Mailing is showing as merged but they did not reach Mailchimp.

Mailing data not merging to Mailchimp

Follow these steps to set up your Mailchimp integration.

Integrate Charity CRM and Mailchimp

This article explains what Mailchimp integration is and how it benefits you.

Mailchimp integration

Mailchimp

In this article, we explain how to install and use the updated Microsoft Outlook add-in for Access Charity CRM.

Updated Microsoft Outlook add-in

In this article, we explain how to install and use the updated Microsoft Word add-in for Access Charity CRM.

Updated Microsoft Word add-in

Updated Microsoft Excel add-in

This article explains how to use the Select From Excel feature to find and display records in Access Charity CRM using data from an Excel spreadsheet.

Select unique reference data from Excel

Microsoft Office add-ins for Access Charity CRM.

Add-ins

Follow this guidance to view the error message related to a pledge not syncing and resolve the issue.

Pledge not syncing to DDCMS after correcting error

DDCMS

Follow this guidance to import JustGiving donations into the system without using the JustGiving API.

Import JustGiving donations via Data Feeds

Learn why a JustGiving page may be linked to the wrong contact and how to correct the contact details and relink the page successfully.

JustGiving page linked to the wrong contact

Guides on setting up JustGiving integrations.

JustGiving

Follow these steps to link new source codes to Financials/Dimensions.

Link a new source code to a cost center

Link data from Charity CRM to Financials/Dimensions.

Financials

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.