How do I integrate my organisation's Donr account with our Donorfy account?

 

You can integrate your organisation’s Donr account with your organisation’s Donorfy account using the Admin Controls section of the Dashboard, if you are an account admin-level user:

Donr Dashboard > Menu to left side of screen > Donorfy integration

After accessing the Donorfy Integration area of the Donr Dashboard, follow these instructions to set up:

First, you need to ask Donorfy Support to enable the API on your system. To do this please create a Donorfy support request (ticket).


Steps to Set up Your Donorfy API Key:

In your Donorfy account, navigate to Settings, Configuration and select System Settings.

The Donorfy API Key will appear on the page – copy this key to the Donorfy API Key field in your Donr Dashboard’s Integrations section.

Steps to set up Donorfy API Access Keys and Donorfy API Permission Name:

In your Donorfy account, navigate to Settings, Configuration, select API Settings and click on the ‘Add Permission’ button.

On the same page, create a name for the permission and access key and copy them to the ‘Donorfy API Permission Name’, ‘Donorfy API Access Key’ fields in your Donr Dashboard’s Integrations section.

Back in your Donorfy account, in the ‘From IP Address’ and ‘To IP Address’ fields in your Donorfy account, add our server’s IP address 35.176.92.55 to reduce the risk of unauthorised access to your data.

Don’t forget to click ‘save’ in your Donr account when you make any changes to the settings. The on/off toggle switch at the top of the page won’t be enabled until these settings are saved.