Integrations
Articles on using Mailchimp integration and other add-ins.
By Cristiana1 author17 articles
Mailchimp
Mailchimp integration.
- Mailing data not merging to MailchimpThe Mailing is showing as merged but they did not reach Mailchimp.
- Integrate Charity CRM and MailchimpFollow these steps to set up your Mailchimp integration.
- Mailchimp integrationThis article explains what Mailchimp integration is and how it benefits you.
- Track data from third party email providerYou can track information about your third party email provider by following these steps.
Add-ins
Microsoft Office add-ins for Access Charity CRM.
- Updated Microsoft Outlook add-inIn this article, we explain how to install and use the updated Microsoft Outlook add-in for Access Charity CRM.
- Updated Microsoft Word add-inIn this article, we explain how to install and use the updated Microsoft Word add-in for Access Charity CRM.
- Updated Microsoft Excel add-inIn this article, we explain how to install and use the updated Microsoft Excel add-in for Access Charity CRM.
- Select unique reference data from ExcelThis 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.
DDCMS
Guides related to the DDCMS integration.
JustGiving
Guides on setting up JustGiving integrations.
- Import JustGiving donations via Data FeedsFollow this guidance to import JustGiving donations into the system without using the JustGiving API.
- JustGiving page linked to the wrong contactLearn why a JustGiving page may be linked to the wrong contact and how to correct the contact details and relink the page successfully.
- Update JustGiving page totalsFollow these steps to update JustGiving page totals.
- Import JustGiving Gift Aid files using datafeedsYou can import a JustGivig Gift Aid file and add the correct mappings by following the steps in this article.
Financials
Link data from Charity CRM to Financials/Dimensions.
DotDigital
Articles on setting up your DotDigital integration.