Anedot Integration

iDONATEpro Anedot Webhook Integration

Pull Donations & Contacts Into any of your Campaigns/Clients from Anedot.

To Set Up:

You will need to be Signed into your Anedot account and iDONATEpro.

All you need to get started and set it up is go to  Data > Integrations and click New Integration.  

Step by Step Instructions below and In App.

Data > Integrations

Need Help? 
Please pick a time:  iDONATEpro Technical Support Calendar
(Includes Screen Share and a Conference Line)

1.) Login to Anedot Account

2.) Click "Settings" and then "Integrations"

3.) Click "New Connection"

4.) Select Webhook

5.) Select "All Action Page(s)" to transfer into iDONATEpro and type a name for Integration, for example "iDONATEpro"

6.) Click "Copy Webhook URL" button found below or highlight and copy the URL provided below and paste into webhook URL field in Anedot

Copy Webhook URL

https://api.idonatepro.com?a_id=[XXXXXXXXXXXXXXXXXXXXXX]

 

7.) Check all boxes to transfer everything into iDONATEpro

8.) Click "Save"

 

9.) From Integrations select "Actions" and click "Push Unsent"

 

10.) Select "All Donations" and type in "PUSH ALL DONATIONS" then click "Push ALL Donations" button

11.) Click Check Integration

      Check Integration

12.) Once Data is Received the Integration is Complete!

Anedot Settings

Different Events can be set to push from Anedot.
You can adjust the Settings of your Anedot account of what you would like to push.

Each Event will Create a Contact with Data that can be "Merged" or "De-Duped" to remove Duplicates

donation_completed
submission_created
commitment_created
donation_settled
donation_chargeback
conduit_candidate_charge_created
commitment_updated
commitment_failed_to_process
donation_partially_refunded
charge_refunded
donation_refunded
donation_voided

Anedot Records & Donations

Anedot allows for Contacts without Donations to be Pulled

Anedot sends a Contact Record (excluding the Donation) then provides another Record for the Donation which includes the contact record. Sometime there are contacts that do not provide donations or donations where the contact is not provided.

• Record Count = both Contacts and Donations
• 1 Contact & 1 Donation = 2 Records

Pushing Past Donations

In Anedot - use the "Push Unsent" feature within the Integration Settings

Exporting Past Donations (Manual Data Retrieval)

For retrieving Past donations, you can export a CSV file from the Anedot dashboard.

Anedot

1. Go to the Entries or Transactions tab in your Anedot account.
2. Click Export in the top-right corner.
3. Choose the CSV Format export type. This format includes all data collected per transaction, including donor details, payment details, and custom fields.
4. (Optional) Filter by donation date to specify the range of past donations you need.
5. Click Export. The file will be available for download in the Downloads tab.