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Donor Direct Studio Enterprise

Updated

Connect DonorDirect StudioEnterprise to Avid through a secure Microsoft SQL Server connection for complete constituent and gift data.

Use this article when

  • You connect DonorDirect to Avid for the first time.
  • Your IT team must whitelist Avid and create a read-only SQL user.
  • You update database connection details in Avid.

Applies to and prerequisites

Requirement Details
CRM DonorDirect StudioEnterprise (Microsoft SQL Server)
Encryption SSL required; unencrypted connections are not supported
Time 30–60 minutes including IT setup; up to 24 hours for first sync

Avid uses a SQL connection because DonorDirect API coverage is limited. This provides faster, more complete data in Avid.

Prepare your SQL Server

  1. Create a dedicated read-only SQL user with access to your production database (default database name is often SE_PROD).
  2. Whitelist Avid IP addresses. See Connecting Your System to Avid Securely:
35.184.153.118
35.238.235.148
35.225.16.95
47.190.56.132
  1. Confirm the server hostname is internet-routable. Local names like DDSE will not work.
  2. On Azure, the server name often looks like: ddssprodsesql##.[region].cloudapp.azure.com\[Instance Name].
  3. Test the connection with SQL Server Management Studio from outside your network before entering details in Avid.

Connect DonorDirect in Avid

  1. In Avid, go to Settings or the Avid AI Integration Checklist.
  2. Connect a CRM:
    • In the checklist, click CRM, then click Connect your CRM, or
    • In Settings, open Connections, click the Add button, then choose System.
  3. Click the DonorDirect StudioEnterprise tile.
  4. Enter connection details:
Field Details
Host Internet-routable SQL Server hostname or IP
Instance Name Named instance, if used (optional)
Port SQL port (default 1433 unless your host uses another)
Database Production database name
Username Read-only SQL user
Password Password for the SQL user
  1. Click Save.
  2. Avid tests connectivity. Fix whitelist or credential issues if you see an error.

What you will see

  • After success, the connection shows under Settings → Connections.
  • Avid may work with you on custom mappings after the first backfill.

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