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Connect DonorDock to Avid

Updated

Sync contacts, gifts, campaigns, and other donor data from DonorDock into Avid for analysis and segmentation.

Use this article when

  • You want to connect your DonorDock account to Avid for the first time.
  • You need to create API credentials in DonorDock for the Avid integration.
  • You are updating an existing DonorDock connection with new credentials.

Before you begin

Requirement Details
Avid permission Connections > Edit
DonorDock role Admin access to Settings and Integrations
What Avid syncs Contacts, gifts, campaigns, appeals, activities, events, funds, and badges (read-only)
Time estimate 5–10 minutes

Avid only reads data from DonorDock. It never writes, deletes, or modifies records in your DonorDock account.

Step 1: Create an API key in DonorDock

  1. Log in to your DonorDock account.

  2. Go to Settings > Integrations.

    You should see a list of available integrations.

  3. Find the Avid integration and click Connect.

  4. Under Settings, click Create API Key.

    DonorDock generates three values: an API Key, an API Secret, and a Tenant ID.

  5. Copy all three values and save them in a secure location. You will need them in the next step.

The API Secret is only shown once. If you lose it, you will need to create a new API key.

Step 2: Connect DonorDock in Avid

  1. In Avid, go to Connections.

    You see the connections dashboard.

  2. Click Add Connection.
  3. Select DonorDock from the list of available integrations.

  4. Enter the credentials you copied from DonorDock:

    Field What to enter
    Tenant ID The Tenant ID from DonorDock
    API Key The API Key from DonorDock
    API Secret The API Secret from DonorDock

  5. Click Connect.

    Avid validates your credentials against DonorDock. If successful, the connection appears in your connections list.

What Avid syncs from DonorDock

Once connected, Avid automatically syncs the following data from DonorDock on a recurring schedule:

Data Description
Contacts Donor and constituent records, including custom fields
Gifts One-time and recurring gift transactions
Campaigns Campaign metadata for attribution and analysis
Appeals Fundraising appeal records
Activities Interaction and engagement history
Events Event records
Funds Fund and designation records
Badges Contact tags and badges used for segmentation
How does the synced data appear in Avid?

DonorDock data flows through Avid's data pipeline:

  1. Raw data is ingested and stored securely.
  2. Data is normalized into standard Avid formats — contacts become constituents and gifts become transactions.
  3. Badges are aggregated to each constituent record for use in segmentation.
  4. Normalized data populates your Avid datasets, reports, and segments.

You can then use this data across Avid features including Insights reports and audience segments.

Update an existing connection

If you need to rotate your API credentials or reconnect after a credential change:

  1. In Avid, go to Connections.
  2. Click the DonorDock connection you want to update.
  3. Enter your new Tenant ID, API Key, and API Secret.

  4. Click Connect.

    Avid re-validates the credentials. Your sync schedule and data are preserved.

What happens after you connect

After a successful connection:

  • Avid begins the initial data sync. This may take several hours depending on the size of your DonorDock database.
  • Subsequent syncs run automatically on a recurring schedule.
  • Your DonorDock data appears in Avid's Insights reports and Audiences once the first sync completes.

The initial sync imports your full DonorDock history. After that, only new and changed records are synced on each run.

The DonorDock connection is one-way. Avid pulls data from DonorDock but does not push segments, audiences, or content back. To reach donors in DonorDock-managed channels, export your Avid audiences and import them into DonorDock manually.

Troubleshooting

Connection fails with an error message

If you see a message that your credentials could not connect to DonorDock:

  • Verify the Tenant ID, API Key, and API Secret are entered correctly with no extra spaces.
  • Confirm you created the API key under Settings > Integrations > Avid in DonorDock.
  • Check that your DonorDock account has admin access.
  • If the API Secret was lost, create a new API key in DonorDock and try again.
Data is missing or incomplete after sync
  • The initial sync may take several hours. Wait for it to complete before checking results.
  • Verify the data exists in DonorDock itself — Avid can only sync what is available.
  • Check that no filters or restrictions are applied to the API key in DonorDock.

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