Avid connects to your CRM, email, advertising, donation, and data transfer systems to build a complete view of your fundraising program. This article lists every available integration and explains how they work together.
How integrations work
Each integration uses a secure API connection or file-based transfer to bring data into Avid. Direct API integrations sync automatically every 24 hours. File-based transfers process as soon as the upload completes.
Avid is SOC-2 compliant. Review security details at the Avid Trust Center.
CRM systems
CRM integrations supply donor contact records and transaction history. Use a direct integration whenever possible for automatic syncing and standardized data mapping.
| Integration | Setup guide |
|---|---|
| DonorPerfect | Connect DonorPerfect |
| Salesforce (OAuth) | Connect Salesforce via OAuth |
| Salesforce (API-Only) | Connect Salesforce via API |
| Raiser's Edge NXT | Connect Raiser's Edge NXT |
| Virtuous CRM | Connect Virtuous CRM |
| DonorDock | Connect DonorDock |
| Donor Direct Studio Enterprise | Connect Donor Direct Studio Enterprise |
After you connect a CRM, allow 24 hours for the initial data backfill. Avid notifies you when the data is ready for Column Mapping.
If your CRM is not listed, submit a support ticket to discuss a custom integration.
Email and subscriber systems
Email integrations power the Email Health and Email Acquisition reports. If you use Pathways, these connections also let you push audience segments to your email platform.
| Integration | Setup guide |
|---|---|
| HubSpot | Connect HubSpot |
| Mailchimp | Connect Mailchimp |
| Marketo | Connect Marketo |
| Pardot | Connect Pardot |
| SendGrid | Connect SendGrid |
| Salesforce Marketing Cloud | Connect Salesforce Marketing Cloud |
| iContact | Connect iContact |
| Luminate Online | Connect Luminate Online |
You can also load email data manually if your email platform is not listed.
Advertising systems
Advertising integrations let you push CRM and email audience segments into ad platforms through Pathways. These connections reduce ad costs and improve targeting.
| Integration | Setup guide |
|---|---|
| Facebook / Meta | Connect Facebook |
| Meta Conversions API | Set up Meta Conversions API |
| Google Ads | Connect Google Ads |
Donation systems
| Integration | Setup guide |
|---|---|
| FlexFormz | Add FlexFormz |
Data transfer and other integrations
Use these methods when a direct API integration is not available or when you need to bring in supplemental data.
| Method | Guide |
|---|---|
| File uploads (manual CSV) | When to use file uploads |
| SFTP | Connect SFTP |
| Webhooks | Set up Webhooks |
| Direct mail data | Load direct mail data |
| Join outside data to existing system data | Join outside data |
Required columns for file-based data
Before you upload any file, review the required column formats: