Connecting DonorPerfect
- Log in and navigate to the Settings section of your Avid platform
- Click 'CRM' in the Avid AI Integration Checklist, 'Connect your CRM' under Connect your CRM System, or the Add button and 'System'
- Find DonorPerfect in the listed tiles
- Use your DonorPerfect login and Password
- Click 'Save'
- Follow authentication instructions and connect (or, if you don't have the right authorization, invite a teammate to join Avid)
- You're done for now
Go explore benchmarks and wait for the data to backfill (you can check back in about 24 hours). You will receive a reminder from Avid to customize any column mapping and approve default settings at that time. If you need more help, check out the screenshots below.
If you are struggling with making a connection through DonorPerfect, please go to the support form in the navigation and reach out. If you decide that you cannot make a direct connection, please follow this link: When should I use file uploads?