Welcome to Donorfy Support

Using Donorfy Support

Getting Started

Getting started - Setting up Donorfy

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Getting started - Finding your way around Donorfy

Video Resources and Overviews

Video Library

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Deep Dives

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FAQs and Error Messages

General FAQs

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Finance FAQs

Donorfy CRM

Configuration

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User Management

Constituent management

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Lists

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Reports & Analysis

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Fundraising

Trusts and Foundations

Campaigns

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Opportunities

Events

Online donations

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Financial Management - Processing

General

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Timeline Transactions

Gift Aid - Constituents

Recurring Payment Instructions (RPIs)

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Batch Transactions

Electronic Fund Transfer (EFT)

Acknowledgements and Letters

Financial Management - Accounts

Gift Aid

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Accounts

Xero

Data Management

Using the File Uploader

File Upload (Importing Data)

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File Upload (Updating Data)

Other types of Import Files

Data Cleaning

Data Management FAQs

Standard Integrations

Xero bank reconciliation

Email

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Mailchimp

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Stripe

GoCardless

Mailchimp (legacy version only - to be deprecated end October 2019)

Eventbrite

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JustGiving

Loqate

API

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Other Integrations

Text Giving

Danish Integration

Online Fundraising

News

Announcements

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