Frequently Asked Questions

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Thu, 19 Feb 2026 02:26:02 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 2/19/2026 2:26:02 AM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

Although Cru had been communicating in 2023 about a deadline for non-Cru missionaries to leave the Cru-hosted MPDX, Cru ended up changing their mind later in the year. They sent out an email in December 2023 to let people know that they can actually stay in Cru's MPDX after all.

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's public website continues to promote the use of MPDX by other organizations and churches. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them. If not, you can always use MPDX under an offline organization and still receive data from DonorHub.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

We're thankful for Cru's generosity to continue offering this helpful tool to the body of Christ to help missionaries in their efforts to be fully funded and more focused on their mission of reaching the lost for Jesus Christ.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Thu, 19 Feb 2026 02:19:11 GMT

Revision 17 posted to Frequently Asked Questions by Troy Wolbrink on 2/19/2026 2:19:11 AM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them. If not, you can always use MPDX under an offline organization and still receive data from DonorHub.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Tue, 06 Aug 2024 14:39:21 GMT

Revision 16 posted to Frequently Asked Questions by Troy Wolbrink on 8/6/2024 2:39:21 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Tue, 06 Aug 2024 14:39:13 GMT

Revision 15 posted to Frequently Asked Questions by Troy Wolbrink on 8/6/2024 2:39:13 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Tue, 06 Aug 2024 14:38:54 GMT

Revision 14 posted to Frequently Asked Questions by Troy Wolbrink on 8/6/2024 2:38:54 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Tue, 18 Jun 2024 20:18:20 GMT

Revision 13 posted to Frequently Asked Questions by Troy Wolbrink on 6/18/2024 8:18:20 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's public website continues to promote the use of MPDX by other organizations and churches. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionarieswith over 100 of those over 1,000 organizations in MPDX.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Tue, 18 Jun 2024 20:17:43 GMT

Revision 12 posted to Frequently Asked Questions by Troy Wolbrink on 6/18/2024 8:17:43 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's website also mentions that ministries already added to MPDX are welcome to continue using it.

Over 1,000 organizations have been added into MPDX, and your organization might be one of them. DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries with over 100 of those over 1,000 organizations in MPDX.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Tue, 18 Jun 2024 20:17:30 GMT

Revision 11 posted to Frequently Asked Questions by Troy Wolbrink on 6/18/2024 8:17:30 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
are optimistic about providing a way for organizations to continue using Cru's MPDX!
- (but they are still free to change their mind again in the future)

Cru's website also mentions that other ministries already added to MPDX are welcome to use MPDX free of chargecontinue using it.

The "Learn More" button links to their FAQs about HOW an organization can get started with

Over 1,000 organizations have been added into MPDX, and your organization might be one of them.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries with over 100 of those over 1,000 organizations in MPDX.

We're thankful for Cru's generosity to continue offering this helpful tool to the body of Christ to help missionaries in their efforts to be fully funded and more focused on their mission of reaching the lost for Jesus Christ.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Wed, 15 May 2024 17:19:59 GMT
Revision 10 posted to Frequently Asked Questions by Troy Wolbrink on 5/15/2024 5:19:59 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

Although Cru had been communicating in 2023 about a deadline for non-Cru missionaries to leave the Cru-hosted MPDX, Cru ended up changing their mind later in the year. They sent out an email in December 2023 to let people know that they can actually stay in Cru's MPDX after all.

The email mentions that they:

removed the deadline

are optimistic about providing a way for organizations to continue using Cru's MPDX!

(but they are still free to change their mind again in the future)

Cru's public website continues to promote the use of MPDX by other organizations and churches. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries with over 100 organizations.

We're thankful for Cru's generosity to continue offering this helpful tool to the body of Christ to help missionaries in their efforts to be fully funded and more focused on their mission of reaching the lost for Jesus Christ.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Wed, 15 May 2024 17:19:08 GMT
Revision 9 posted to Frequently Asked Questions by Troy Wolbrink on 5/15/2024 5:19:08 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

Although Cru had been communicating in 2023 about a deadline for non-Cru missionaries to leave the Cru-hosted MPDX, Cru ended up changing their mind later in the year. They sent out an email in December 2023 to let people know that they can actually stay in Cru's MPDX after all.

The email mentions that they:

removed the deadline

will provide the option

are optimistic about providing a way for organizations to continue to use the Cru-hosted version of using Cru's MPDX.!

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries with over 100 organizations.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Mon, 13 May 2024 19:53:31 GMT

Revision 8 posted to Frequently Asked Questions by Troy Wolbrink on 5/13/2024 7:53:31 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they:

removed the deadline
will provide the option for organizations to continue to use the Cru-hosted version of MPDX.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries with over 100 organizations.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Mon, 13 May 2024 15:08:25 GMT

Revision 7 posted to Frequently Asked Questions by Troy Wolbrink on 5/13/2024 3:08:25 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

Although Cru had been communicating in 2023 about a deadline for non-Cru missionaries to leave the Cru-hosted MPDX, Cru ended up changing their mind about this decision later in the year. They sent out an email in December 2023 to let people know that they can actually stay in Cru's MPDX after all.

The email mentions that they:

removed the deadline, and it says that they are going to
will provide the option for organizations to continue to use the Cru-hosted version of MPDX. We're letting you know this because we continue to hear from people who were never made aware of Cru's decision to continue offering MPDX to other organizations.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

We're thankful for Cru's generosity to continue offering this very helpful tool to the body of Christ to help missionaries in their efforts to be fully funded and more focused on their mission of reaching the lost for Jesus Christ.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Mon, 13 May 2024 14:53:37 GMT

Revision 6 posted to Frequently Asked Questions by Troy Wolbrink on 5/13/2024 2:53:37 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they removed the deadline, and it says that they are going to provide the option for organizations to continue to use the Cru-hosted version of MPDX. We're letting you know this because we continue to hear from people who were never made aware of Cru's decision to continue offering MPDX to other organizations.

Cru's public website continues to promote the use of MPDX by other organizations. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

We're thankful for Cru's generosity to continue offering this very helpful tool to the body of Christ to help missionaries in their efforts to be fully funding funded and even more focused on their mission of reaching the lost for Jesus Christ.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Mon, 13 May 2024 14:50:47 GMT

Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 5/13/2024 2:50:47 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they removed the deadline, and it said says that they are going to provide the option for organizations to continue to use the Cru-hosted version of MPDX. We're letting you know this because we continue to hear from people who are unaware were never made aware of Cru's decision to continue offering MPDX to other organizations.

Cru's public website continues to promote the use of MPDX by other organizations. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

We're thankful for Cru's generosity to continue offering this very helpful tool to the body of Christ to help missionaries in their efforts to be fully funding and even more focused on their mission of reaching the lost for Jesus Christ.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Mon, 13 May 2024 14:45:34 GMT

Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 5/13/2024 2:45:34 PM

Does Cru still host MPDX for other organizations for FREE?

Short Answer: YES

The email mentions that they removed the deadline, and it said they are going to provide the option for organizations to continue to use the Cru-hosted version of MPDX. We're letting you know this because we continue to hear from people who are unaware of Cru's decision to continue offering MPDX to other organizations.

Cru's public website continues to promote the use of MPDX by other organizations. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

Does Cru still host MPDX for other organizations for FREE?

Troy Wolbrink — Mon, 13 May 2024 14:44:01 GMT

Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 5/13/2024 2:44:01 PM

Does Cru still continue to offer host MPDX to for other organizations for FREE?

Short Answer: YES

Cru's public website continues to promote the use of MPDX by other organizations. From Cru's main MPDX marketing page, it continues to say that MPDX is a free app for missions and churches.

Cru's website also mentions that other ministries are welcome to use MPDX free of charge.

The "Learn More" button links to their FAQs about HOW an organization can get started with MPDX.

DonorHub Online continues to provide updated donation data each night automatically to MPDX for thousands of missionaries.

We're thankful for Cru's generosity to continue offering this very helpful tool the body of Christ to help missionaries in their efforts to be fully funding and even more focused on their mission of reaching the lost for Jesus Christ.

How can I send updated donation data to MPDX as an Offline Organization?

Troy Wolbrink — Wed, 10 Sep 2025 15:33:13 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 9/10/2025 3:33:13 PM

How can I send updated donation data to MPDX as an Offline Organization?

Filed under: MPD Tool

To send updated donation data from the Staff Portal to MPDX (Offline Organization), click the link to (Download into Other Support Raising CRMs.) from the Home tab.

Then click the appropriate download link and follow the prompt to import the downloaded file into MPDX.

Pull up "Connect Services" and "Organization" in MPDX:

In MPDX, if you don't already have an offline organization to pick from, just choose "Cru - Offline".

This video shows how it all works:

[View:http://www.youtube.com/watch?v=I0HYTrca7EA&feature=player_embedded:660:0]

Note: If you don't have the option to download into MPDX, contact your system administrator or TntWare.

How can I send updated donation data to MPDX as an Offline Organization?

Troy Wolbrink — Wed, 11 Sep 2024 21:27:53 GMT

Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 9/11/2024 9:27:53 PM

How can I send updated donation data to MPDX (as an Offline Organization)Organization?

Filed under: MPD Tool

To send updated donation data from the Staff Portal to MPDX (Offline Organization), click the link to (Download into Other Support Raising CRMs.) from the Home tab.

Then click the appropriate download link and follow the prompt to import the downloaded file into MPDX.

In MPDX, if you don't already have an offline organization to pick from, just choose "Cru - Offline".

This video shows how it all works:

[View:http://www.youtube.com/watch?v=I0HYTrca7EA&feature=player_embedded:660:0]

Note: If you don't have the option to download into MPDX, contact your system administrator or TntWare.

How can I send updated donation data to MPDX (Offline Organization)?

Troy Wolbrink — Wed, 22 May 2024 20:46:15 GMT

Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 5/22/2024 8:46:15 PM

How can I send updated donation data to MPDX (Offline Organization)?

Filed under: MPD Tool

To send updated donation data from the Staff Portal to MPDX (Offline Organization), click the link to (Download into Other Support Raising CRMs.) from the Home tab.

Then click the appropriate download link and follow the prompt to import the downloaded file into MPDX.

In MPDX, if you don't already have an offline organization to pick from, just choose "Cru - Offline".

This video shows how it all works:

[View:http://www.youtube.com/watch?v=I0HYTrca7EA&feature=player_embedded:660:0]

Note: If you don't have the option to download into MPDX, contact your system administrator or TntWare.

How can I send updated donation data to MPDX (Offline Organization)?

Troy Wolbrink — Wed, 08 May 2024 14:00:25 GMT

Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 5/8/2024 2:00:25 PM

How can I send updated donation data to MPDX (Offline Organization)?

Filed under: MPD Tool

To send updated donation data from the Staff Portal to MPDX (Offline Organization), click the link to (Download into Other Support Raising CRMs.) from the Home tab.

Then click the appropriate download link and follow the prompt to import the downloaded file into MPDX.

This video shows how it works:

[View:http://www.youtube.com/watch?v=I0HYTrca7EA&feature=player_embedded:660:0]

Note: If you don't have the option to download into MPDX, contact your system administrator or TntWare.

How can I send updated donation data to MPDX (Offline Organization)?

Troy Wolbrink — Tue, 07 May 2024 21:10:49 GMT

Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 5/7/2024 9:10:49 PM

To send updated donation data from the Staff Portal to MPDX (Offline Organization), click the link to (Download into Other Support Raising CRMs.) from the Home tab.

Then click the appropriate download link and follow the prompt to import the downloaded file into MPDX.

This video shows how it works:

(Please visit the site to view this media)

Note: If you don't have the option to download into MPDX, contact your system administrator or TntWare.

What is DonorHub?

Troy Wolbrink — Tue, 01 Jul 2025 19:29:52 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 7/1/2025 7:29:52 PM

What is DonorHub?

Filed under: Information

DonorHub^® is a new cloud-based integration and reporting service, fully managed by TntWare, that delivers donation information from an organization's donation system to many popular support raising tools used by their staff.

DonorHub is:

Fully Managed
- We integrate DonorHub Online with your donation system, and we maintain that integration. TntWare does all the work, and we ensure reliable service!
Fully Tested
- DonorHub is built on the foundation of TntWare applications that have stood the test of time, and have proven to be reliable and secure.
Fully Flexible
- DonorHub Online gives you flexibility as an organization to change donation systems without having to force your staff to change support raising tools.

DonorHub results in:

Fully Funded Staff
- Your missionary staff will be notified of new gifts directly within their support raising tool. This way they can thank their partners more quickly.

Compatible Donation Systems

DonorHub Online is already compatible with dozens of donation processing systems including: QuickBooks Pro, Salesforce.com, eTapestry, Raiser's Edge, Donor Perfect, DonorWise, DASCO, Orange Leap MPX and OPTIGEM.

More are on the way, so please ask if you don't see yours!

DonorHub Online Pricing

The cost of DonorHub is $65 per month, with an additional $1 per month

For More Information

See the home page for each staff unit (missionary family)more information, including pricing.

Please

Or please contact us for more information.

What is DonorHub?

Troy Wolbrink — Sat, 01 Jun 2019 20:10:29 GMT
Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:10:29 PM

What is DonorHub?

Filed under: Information

DonorHub^® is a new cloud-based integration and reporting service, fully managed by TntWare, that delivers donation information from an organization's donation system to many popular support raising tools used by their staff.

DonorHub is:

Fully Managed

We integrate DonorHub Online with your donation system, and we maintain that integration. TntWare does all the work, and we ensure reliable service!

Fully Tested

DonorHub is built on the foundation of TntWare applications that have stood the test of time, and have proven to be reliable and secure.

Fully Flexible

DonorHub Online gives you flexibility as an organization to change donation systems without having to force your staff to change support raising tools.

DonorHub results in:

Fully Funded Staff

Your missionary staff will be notified of new gifts directly within their support raising tool. This way they can thank their partners more quickly.

Compatible Donation Systems

DonorHub Online is already compatible with dozens of donation processing systems including: QuickBooks Pro, Salesforce.com, eTapestry, Raiser's Edge, Donor Perfect, DonorWise, DASCO, Orange Leap MPX and OPTIGEM.

More are on the way, so please ask if you don't see yours!

DonorHub Online Pricing

The cost of DonorHub is $65 per month, with an additional $1 per month for each staff unit (missionary family).

Please contact us for more information.

What is DonorHub?

Troy Wolbrink — Wed, 13 Feb 2019 20:39:06 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 2/13/2019 8:39:06 PM

What is DonorHub?

DonorHub^® is a new cloud-based integration service, fully managed by TntWare, that delivers donation information from an organization's donation system to many popular support raising tools used by their staff.

DonorHub is:

Fully Managed

We integrate DonorHub Online with your donation system, and we maintain that integration. TntWare does all the work, and we ensure reliable service!

Fully Tested

DonorHub is built on the foundation of TntWare applications that have stood the test of time, and have proven to be reliable and secure.

Fully Flexible

DonorHub Online gives you flexibility as an organization to change donation systems without having to force your staff to change support raising tools.

DonorHub results in:

Fully Funded Staff

Your missionary staff will be notified of new gifts directly within their support raising tool. This way they can thank their partners more quickly.

Compatible Donation Systems

DonorHub Online is already compatible with dozens of donation processing systems including: QuickBooks Pro, Salesforce.com, eTapestry, Raiser's Edge, Donor Perfect, DonorWise, DASCO, Orange Leap MPX and OPTIGEM.

More are on the way, so please ask if you don't see yours!

DonorHub Online Pricing

The cost of DonorHub is $65 per month, with an additional $1 per month for each staff unit (missionary family).

Please contact us for more information.

What is DonorHub?

Troy Wolbrink — Tue, 12 Feb 2019 19:44:51 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 2/12/2019 7:44:51 PM

What is DonorHubOnline?

DonorHub Online^® is a new cloud-based integration service, fully managed by TntWare, that delivers donation information from an organization's donation system to many popular support raising tools used by their staff.

It is based on the same technology as DonorHub Lite, but adds additional features and exclusive integrations.

DonorHub Online is:

Fully Managed

We integrate DonorHub Online with your donation system, and we maintain that integration. TntWare does all the work, and we ensure reliable service!

Fully Tested

DonorHub Online is built on the foundation of TntWare applications that have stood the test of time, and have proven to be reliable and secure.

Fully Flexible

DonorHub Online gives you flexibility as an organization to change donation systems without having to force your staff to change support raising tools.

DonorHub Online results in:

Fully Funded Staff

Your missionary staff will be notified of new gifts directly within their support raising tool. This way they can thank their partners more quickly.

Compatible Donation Systems

DonorHub Online is already compatible with dozens of donation processing systems including: QuickBooks Pro, Salesforce.com, eTapestry, Raiser's Edge, Donor Perfect, DonorWise, DASCO, Orange Leap MPX and OPTIGEM.

More are on the way, so please ask if you don't see yours!

DonorHub Online Pricing

The cost of DonorHub is $65 per month, with an additional $1 per month for each staff unit (missionary family).

Please contact us for more information.

What is DonorHub Online?

Troy Wolbrink — Fri, 23 Sep 2016 04:08:45 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 9/23/2016 4:08:45 AM

What is DonorHub Online?

DonorHub Online is a new cloud-based integration service, fully managed by TntWare, that delivers donation information from an organization's donation system to many popular support raising tools used by their staff.

It is based on the same technology as DonorHub Lite, but adds additional features and exclusive integrations.

DonorHub Online is:

Fully Managed

We integrate DonorHub Online with your donation system, and we maintain that integration. TntWare does all the work, and we ensure reliable service!

Fully Tested

DonorHub Online is built on the foundation of TntWare applications that have stood the test of time, and have proven to be reliable and secure.

Fully Flexible

DonorHub Online gives you flexibility as an organization to change donation systems without having to force your staff to change support raising tools.

DonorHub Online results in:

Fully Funded Staff

Your missionary staff will be notified of new gifts directly within their support raising tool. This way they can thank their partners more quickly.

Compatible Donation Systems

DonorHub Online is already compatible with dozens of donation processing systems including: QuickBooks Pro, Salesforce.com, eTapestry, Raiser's Edge, Donor Perfect, DonorWise, DASCO, Orange Leap MPX and OPTIGEM.

More are on the way, so please ask if you don't see yours!

DonorHub Online Pricing

The cost of DonorHub is $65 per month, with an additional $1 per month for each staff unit (missionary family).

Please contact us for more information.

What is DonorHub Online?

Troy Wolbrink — Mon, 21 Mar 2016 21:08:47 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 3/21/2016 9:08:47 PM

DonorHub Online is a new cloud-based integration service, fully managed by TntWare, that delivers donation information from an organization's donation system to many popular support raising tools used by their staff.

It is based on the same technology as DonorHub Lite, but adds additional features and exclusive integrations.

DonorHub Online is:

Fully Managed

We integrate DonorHub Online with your donation system, and we maintain that integration. TntWare does all the work, and we ensure reliable service!

Fully Tested

DonorHub Online is built on the foundation of TntWare applications that have stood the test of time, and have proven to be reliable and secure.

Fully Flexible

DonorHub Online gives you flexibility as an organization to change donation systems without having to force your staff to change support raising tools.

DonorHub Online results in:

Fully Funded Staff

Your missionary staff will be notified of new gifts directly within their support raising tool. This way they can thank their partners more quickly.

Compatible Donation Systems

DonorHub Online is already compatible with dozens of donation processing systems including: QuickBooks Pro, Salesforce.com, eTapestry, Raiser's Edge, Donor Perfect, DonorWise, DASCO, Orange Leap MPX and OPTIGEM.

More are on the way, so please ask if you don't see yours!

DonorHub Online Pricing

The cost of DonorHub is $65 per month, with an additional $1 per month for each staff unit (missionary family).

Please contact us for more information.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Fri, 17 Jan 2025 20:25:09 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 1/17/2025 8:25:09 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

1) Either restart your computer or:

Close QuickBooks. Then pull up the Windows Task Manager, and under the "Details" tab, kill any QBW32.exe or QBW.exe you see still running.

2) Open QuickBooks and open the company file you’re wanting to reconnect.

3) Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

4) Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.

Keep QuickBooks running. If it’s in your way, you can minimize it.

5) After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



6) Click the 2nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see your web browser pull up, asking you to login to your Staff Portal. Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.



7) Be sure QuickBooks is still running and the appropriate Company file (*.QBW) is pulled up.

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

8) Click the “Connection String” button.



9) Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

Note: Also make Make sure "Read-Only" is NOT checked if you use DonorWise and want to be able to post batches to QB.



10) You will probably be prompted to approve DonorHub Cloud Connector in QuickBooks.

TntWare recommends that if given the choices shown below, choose "Yes, whenever this QuickBooks company file is open". (This is especially important for the 64-bit version of QuickBooks.)



11) Click “Continue”.



12) Click “Done”.

13) On the Cloud Connector app, click "OK", "OK" and "Close" and "Close".

------------------------------------------------------------------

Always have QuickBooks running and open to the right company file before you run a data pump or post batches to QuickBooks from DonorWise.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Mon, 23 Dec 2024 16:23:25 GMT
Revision 15 posted to Frequently Asked Questions by Troy Wolbrink on 12/23/2024 4:23:25 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Moved
Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

1) Either restart your computer or: https://www.tntware.com/donorhub/faqs/en/how-can-i-reconnect-the-cloud-connector-with-quickbooks-desktop.aspx

Close QuickBooks. Then pull up the Windows Task Manager, and under the "Details" tab, kill any QBW32.exe or QBW.exe you see still running.

2) Open QuickBooks and open the company file you’re wanting to reconnect.

3) Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

4) Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.

Keep QuickBooks running. If it’s in your way, you can minimize it.

5) After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



6) Click the 2nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see your web browser pull up, asking you to login to your Staff Portal. Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.



7) Be sure QuickBooks is still running and the appropriate Company file (*.QBW) is pulled up.

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

8) Click the “Connection String” button.



9) Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

Note: Also make sure "Read-Only" is NOT checked.



10) You will probably be prompted to approve DonorHub Cloud Connector in QuickBooks.

TntWare recommends that if given the choices shown below, choose "Yes, whenever this QuickBooks company file is open". (This is especially important for the 64-bit version of QuickBooks.)



11) Click “Continue”.



12) Click “Done”.

13) On the Cloud Connector app, click "OK", "OK" and "Close" and "Close".

------------------------------------------------------------------

Always have QuickBooks running and open to the right company file before you run a data pump or post batches to QuickBooks from DonorWise.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Mon, 23 Dec 2024 16:22:24 GMT
Revision 14 posted to Frequently Asked Questions by Troy Wolbrink on 12/23/2024 4:22:24 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: QuickBooks

n/a
Moved: https://www.tntware.com/donorhub/faqs/en/how-can-i-reconnect-the-cloud-connector-with-quickbooks-desktop.aspx

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Mon, 23 Dec 2024 16:18:55 GMT
Revision 13 posted to Frequently Asked Questions by Troy Wolbrink on 12/23/2024 4:18:55 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: QuickBooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

1) Either restart your computer or:

Close QuickBooks. Then pull up the Windows Task Manager, and under the "Details" tab, kill any QBW32.exe or QBW.exe you see still running.

2) Open QuickBooks and open the company file you’re wanting to reconnect.

3) Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

4) Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.

Keep QuickBooks running. If it’s in your way, you can minimize it.

5) After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.

6) Click the 2nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see your web browser pull up, asking you to login to your Staff Portal. Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.



7) Be sure QuickBooks is still running and the appropriate Company file (*.QBW) is pulled up.

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

8) Click the “Connection String” button.



9) Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

Note: Also make sure "Read-Only" is NOT checked.



10) You will probably be prompted to approve DonorHub Cloud Connector in QuickBooks.

TntWare recommends that if given the choices shown below, choose "Yes, whenever this QuickBooks company file is open". (This is especially important for the 64-bit version of QuickBooks.)



11) Click “Continue”.



12) Click “Done”.

13) On the Cloud Connector app, click "OK", "OK" and "Close" and "Close".

------------------------------------------------------------------

Always have QuickBooks running and open to the right company file before you run a data pump or post batches to QuickBooks from DonorWise.
n/a

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Mon, 23 Dec 2024 16:18:20 GMT
Revision 12 posted to Frequently Asked Questions by Troy Wolbrink on 12/23/2024 4:18:20 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: QuickBooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

1) Either restart your computer or:

Close QuickBooks. Then pull up the Windows Task Manager, and under the "Details" tab, kill any QBW32.exe or QBW.exe you see still running.

2) Open QuickBooks and open the company file you’re wanting to reconnect.

3) Under the “Edit” menu, click “Preferences”. “Preferences”. In “Integrated Applications”, click “Company Preferences”.

4) Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

5) After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click

6) Click the 2^{nd2nd button to “Link “Link your installed Cloud Connector”. ”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.}

You should see this window appearyour web browser pull up, asking you to login to your Staff Portalagain.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

“Approve”.



7) Be sure QuickBooks is already still running and open to the appropriate Company file (*.QBW).

*.QBW) is pulled up.

Click on “QuickBooks Pro - Donations” and then click “Edit “Edit Data Source”.

8) Click the “Connection “Connection String” button.



9) Then click “Use “Use Current File”. ”. Make sure the file name looks correct, then click “OK”.

“OK”.

Note: Also make sure "Read-Only" is NOT checked.



10) You will probably be prompted to approve DonorHub Cloud Connector in QuickBooks.

TntWare recommends that if given the choices shown below, choose "Yes, whenever this QuickBooks company file is open". (This is especially important for the 64-bit version of QuickBooks.)



11) Click “Yes”, “Continue” and “Done”.

“Continue”.



12) Click “OK” “Done”.

13) On the Cloud Connector app, click "OK", "OK" and then “Close” "Close" and "Close".

------------------------------------------------------------------

Always have QuickBooks running and open to save your changesthe right company file before you run a data pump or post batches to QuickBooks from DonorWise.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 18:01:44 GMT
Revision 11 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 6:01:44 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: QuickBooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:16:31 GMT
Revision 10 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:16:31 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: QuickBooks1QuickBooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:16:31 GMT
Revision 9 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:16:31 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooksQuickBooks1

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:16:31 GMT
Revision 8 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:16:31 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:16:31 GMT
Revision 7 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:16:31 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:16:01 GMT
Revision 6 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:16:01 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:14:25 GMT
Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:14:25 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:14:25 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:14:25 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Tue, 17 Oct 2023 17:14:05 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 10/17/2023 5:14:05 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Fri, 16 Dec 2022 23:06:43 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 12/16/2022 11:06:43 PM

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Filed under: quickbooks

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.





Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.





If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I reconnect the DonorHub Cloud Connector to QuickBooks Desktop?

Troy Wolbrink — Fri, 16 Dec 2022 23:05:53 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 12/16/2022 11:05:53 PM

Reconnecting the DonorHub Cloud Connector to QuickBooks Pro

Open QuickBooks and open the company file you’re wanting to reconnect.

Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.

Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.



Keep QuickBooks running. If it’s in your way, you can minimize it.

After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.



If you already have the Cloud Connector installed, it’s probably not necessary to click the first button. But it’s never a bad idea if you want to be sure you’re on the latest version.

Then, click the 2^nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.

You should see this window appear, asking you to login to your Staff Portal again.

Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.

Be sure QuickBooks is already running and open to the appropriate Company file (*.QBW).

Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.

Click the “Connection String” button.

Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.

You will probably be prompted to approve DonorHub Cloud Connector.

Click “Yes”, “Continue” and “Done”.

Click “OK” and then “Close” to save your changes.

How can I enter custom SMTP settings for our Microsoft 365 account?

Troy Wolbrink — Fri, 06 Sep 2024 16:07:46 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 9/6/2024 4:07:46 PM

How can I enter custom SMTP settings for our Microsoft 365 account?

Prerequisite

#1) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link:  https://aka.ms/PillarEXOBasicAuth

In PowerShell (run as admin), I ran this script:

Install-Module -Name ExchangeOnlineManagement -RequiredVersion 2.0.5
Set-ExecutionPolicy RemoteSigned
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -UserPrincipalName troy@tntware.com
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity troy@tntware.com -SmtpClientAuthenticationDisabled $false
Disconnect-ExchangeOnline

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

As of September 2024, this article from Microsoft seems to have the most comprehensive information:
How to set up a multifunction device or application to send emails using Microsoft 365 or Office 365

SMTP Settings

In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP".

Then enter the following:

Server:  smtp.office365.com
Port:  587
SSL/TLS:  True
Login:  Your email address
Password:  Your password
Default "From":  Your email address (with Display Name optionally included)



Then, click "Test Settings" below to make sure everything is working. Then click "Save Settings".

If you receive error, "5.7.57 Client not authenticated to send mail":

https://learn.microsoft.com/en-us/exchange/troubleshoot/email-delivery/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-auth-client-submission

Within this web page, search for the text, "Client not authenticated to send mail" to find Microsoft's specific guidance on what to do.

You may notice that it suggest turning off MFA for the account being used to send email.

How can I enter custom SMTP settings for our Microsoft 365 account?

Troy Wolbrink — Fri, 06 Sep 2024 15:55:58 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 9/6/2024 3:55:58 PM

How can I enter custom SMTP settings for our Microsoft 365 account?

Prerequisite

#1) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link:  https://aka.ms/PillarEXOBasicAuth

In PowerShell (run as admin), I ran this script:

Install-Module -Name ExchangeOnlineManagement -RequiredVersion 2.0.5
Set-ExecutionPolicy RemoteSigned
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -UserPrincipalName troy@tntware.com
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity troy@tntware.com -SmtpClientAuthenticationDisabled $false
Disconnect-ExchangeOnline

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

As of September 2024, this article from Microsoft seems to have the most comprehensive information:
How to set up a multifunction device or application to send emails using Microsoft 365 or Office 365

SMTP Settings

In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP".

Then enter the following:

Server:  smtp.office365.com
Port:  587
SSL/TLS:  True
Login:  Your email address
Password:  Your password
Default "From":  Your email address (with Display Name optionally included)



Then, click "Test Settings" below to make sure everything is working. Then click "Save Settings".

How can I enter custom SMTP settings for our Microsoft 365 account?

Troy Wolbrink — Fri, 06 Sep 2024 15:33:12 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 9/6/2024 3:33:12 PM

How can I enter custom SMTP settings for our Microsoft 365 account?

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.
Prerequisite

#1) You must be running DonorWise 4.1.19 or newer.  This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link:  https://aka.ms/PillarEXOBasicAuth

In PowerShell (run as admin), I ran this script:

Install-Module -Name ExchangeOnlineManagement -RequiredVersion 2.0.5
Set-ExecutionPolicy RemoteSigned
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -UserPrincipalName troy@tntware.com
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity troy@tntware.com -SmtpClientAuthenticationDisabled $false
Disconnect-ExchangeOnline

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

SMTP Settings

In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP".

Then enter the following:

Server:  smtp.office365.com
Port:  587
SSL/TLS:  True
Login:  Your email address
Password:  Your password
Default "From":  Your email address (with Display Name optionally included)



Then, click "Test Settings" below to make sure everything is working. Then click "Save Settings".

How can I enter custom SMTP settings for our Microsoft 365 account?

Troy Wolbrink — Thu, 03 Nov 2022 17:28:52 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 11/3/2022 5:28:52 PM

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1) You must be running DonorWise 4.1.19 or newer.  This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link:  https://aka.ms/PillarEXOBasicAuth

In PowerShell (run as admin), I ran this script:

Install-Module -Name ExchangeOnlineManagement -RequiredVersion 2.0.5
Set-ExecutionPolicy RemoteSigned
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -UserPrincipalName troy@tntware.com
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity troy@tntware.com -SmtpClientAuthenticationDisabled $false
Disconnect-ExchangeOnline

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

SMTP Settings

In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP".

Then enter the following:

Server:  smtp.office365.com
Port:  587
SSL/TLS:  True
Login:  Your email address
Password:  Your password
Default "From":  Your email address (with Display Name optionally included)



Then, click "Test Settings" below to make sure everything is working. Then click "Save Settings".

How can I link MPDX to my organization's Staff Portal?

Troy Wolbrink — Mon, 03 Jun 2024 21:36:20 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 6/3/2024 9:36:20 PM

How can I link MPDX to my organization's Staff Portal?

Filed under: MPD Tool

In MPDX, under the Settings, click "Connect Services". Then choose "Organization". Click on "Add Account" and then choose your organization from the list.

Once you choose your organization, click "Connect".

How can I link MPDX to my organization's Staff Portal?

Troy Wolbrink — Wed, 08 May 2024 14:00:06 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 5/8/2024 2:00:06 PM

How can I link MPDX to my organization's Staff Portal?

Filed under: MPD Tool

How can I MPDX to my organization's Staff Portal?

Troy Wolbrink — Tue, 07 May 2024 22:24:57 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 5/7/2024 10:24:57 PM

How can I MPDX to my organization's Staff Portal?

How can I MPDX to my organization's Staff Portal?

Troy Wolbrink — Tue, 07 May 2024 22:24:34 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 5/7/2024 10:24:34 PM

How can I enter custom SMTP settings for our Google/Gmail account?

Troy Wolbrink — Thu, 19 Oct 2023 18:41:11 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 10/19/2023 6:41:11 PM

How can I enter custom SMTP settings for our Google/Gmail account?

Filed under: Gmail, SMTP, Security

Step 1)  Pull up your Google Account Security settings:  https://myaccount.google.com/security

Step 2) Enable 2-Step Verification.





(Note: If the option for 2-Step Verification is not available, your Google Workspace domain admin may need to deploy this option. See the "Allow users to turn on 2-Step Verification" guidance.

Step 3) Click App passwords.





Step 4) Under, "Select the app and device you want to generate the app password for.", click "Select app" and choose "Other (Custom name)".



Step 5) Enter a meaningful name, and then click "Generate".



Step 6)  Copy the generated password to your clipboard and then click "DONE". (You won't get a second chance.) Note: The password is 16 characters, with no spaces, despite what you see.



Step 7) In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP". Then enter the following:

Server: smtp.gmail.com
Port: 587
SSL/TLS: True
Login: <your Google/Gmail email address>
Password: <your generated password>
Default "From": <your Google/Gmail email address>



Step 8) Click "Test Settings" below to make sure everything is working. Then click "Save Settings".

Note: If you receive an unexpected error when you test your settings, you may have to You have to enable login from the TntWare server by following this link https://g.co/allowaccess and allow access by clicking the continue button.





Note: In the past, you may have enabled "Less secure app access" and entered your actual Google password directly in the DonorHub settings. But this is not a best practice, and Google will be disabling this option somewhere between 2020 and 2021.

How can I enter custom SMTP settings for our Google/Gmail account?

Troy Wolbrink — Thu, 03 Nov 2022 17:23:13 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 11/3/2022 5:23:13 PM

How can I securely enter custom SMTP settings for our Google/Gmail account?

Filed under: Gmail, SMTP, Security

Step 1)  Pull up your Google Account Security settings:  https://myaccount.google.com/security

Step 2) Enable 2-Step Verification.



(Note: If the option for 2-Step Verification is not available, your Google Workspace domain admin may need to deploy this option. See the "Allow users to turn on 2-Step Verification" guidance.

Step 3) Click App passwords.



Step 4) Under, "Select the app and device you want to generate the app password for.", click "Select app" and choose "Other (Custom name)".



Step 5) Enter a meaningful name, and then click "Generate".



Step 6)  Copy the generated password to your clipboard and then click "DONE". (You won't get a second chance.) Note: The password is 16 characters, with no spaces, despite what you see.



Step 7) In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP". Then enter the following:

Server: smtp.gmail.com
Port: 587
SSL/TLS: True
Login: <your Google/Gmail email address>
Password: <your generated password>
Default "From": <your Google/Gmail email address>



Step 8) Click "Test Settings" below to make sure everything is working. Then click "Save Settings".

Note: If you receive an unexpected error when you test your settings, you may have to You have to enable login from the TntWare server by following this link https://g.co/allowaccess and allow access by clicking the continue button.





Note: In the past, you may have enabled "Less secure app access" and entered your actual Google password directly in the DonorHub settings. But this is not a best practice, and Google will be disabling this option somewhere between 2020 and 2021.

How can I securely enter custom SMTP settings for our Google/Gmail account?

Troy Wolbrink — Wed, 18 Aug 2021 21:51:46 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 8/18/2021 9:51:46 PM

How can I securely enter custom SMTP settings for our Google/Gmail account?

Filed under: Gmail, SMTP, Security

Step 1)  Pull up your Google Account Security settings:  https://myaccount.google.com/security

Step 2) Enable 2-Step Verification.



(Note: If the option for 2-Step Verification is not available, your Google Workspace domain admin may need to deploy this option. See the "Allow users to turn on 2-Step Verification" guidance.

Step 3) Click App passwords.



Step 4) Under, "Select the app and device you want to generate the app password for.", click "Select app" and choose "Other (Custom name)".



Step 5) Enter a meaningful name, and then click "Generate".



Step 6)  Copy the generated password to your clipboard and then click "DONE". (You won't get a second chance.) Note: The password is 16 characters, with no spaces, despite what you see.



Step 7) In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP". Then enter the following:

Server: smtp.gmail.com
Port: 587
SSL/TLS: True
Login: <your Google/Gmail email address>
Password: <your generated password>
Default "From": <your Google/Gmail email address>



Step 8) Click "Test Settings" below to make sure everything is working. Then click "Save Settings".

Note: If you receive an unexpected error when you test your settings, you may have to You have to enable login from the TntWare server by following this link https://g.co/allowaccess and allow access by clicking the continue button.





Note: In the past, you may have enabled "Less secure app access" and entered your actual Google password directly in the DonorHub settings. But this is not a best practice, and Google will be disabling this option somewhere between 2020 and 2021.

How can I securely enter custom SMTP settings for our Google/Gmail account?

Troy Wolbrink — Sun, 08 Mar 2020 05:15:22 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 3/8/2020 5:15:22 AM

How can I securely enter custom SMTP settings from for our Google/Gmail account?

Filed under: Gmail, SMTP, Security

Step 1)  Pull up your Google Account Security settings:  https://myaccount.google.com/security

Step 2) Enable 2-Step Verification.



Step 3) Click App passwords.



Step 4) Under, "Select the app and device you want to generate the app password for.", click "Select app" and choose "Other (Custom name)".



Step 5) Enter a meaningful name, and then click "Generate".



Step 6)  Copy the generated password to your clipboard and then click "DONE". (You won't get a second chance.) Note: The password is 16 characters, with no spaces, despite what you see.



Step 7) In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP". Then enter the following:

Server: smtp.gmail.com
Port: 587
SSL/TLS: True
Login: <your Google/Gmail email address>
Password: <your generated password>
Default "From": <your Google/Gmail email address>



Step 8) Click "Test Settings" below to make sure everything is working. Then click "Save Settings".

Note: If you receive an unexpected error when you test your settings, you may have to You have to enable login from the TntWare server by following this link https://g.co/allowaccess and allow access by clicking the continue button.





Note: In the past, you may have enabled "Less secure app access" and entered your actual Google password directly in the DonorHub settings. But this is not a best practice, and Google will be disabling this option somewhere between 2020 and 2021.

How can I securely enter custom SMTP settings from our Google/Gmail account?

Troy Wolbrink — Sun, 08 Mar 2020 00:18:28 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 3/8/2020 12:18:28 AM

Step 1)  Pull up your Google Account Security settings:  https://myaccount.google.com/security

Step 2) Enable 2-Step Verification.



Step 3) Click App passwords.



Step 4) Under, "Select the app and device you want to generate the app password for.", click "Select app" and choose "Other (Custom name)".



Step 5) Enter a meaningful name, and then click "Generate".



Step 6)  Copy the generated password to your clipboard and then click "DONE". (You won't get a second chance.) Note: The password is 16 characters, with no spaces, despite what you see.



Step 7) In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP". Then enter the following:

Server: smtp.gmail.com
Port: 587
SSL/TLS: True
Login: <your Google/Gmail email address>
Password: <your generated password>
Default "From": <your Google/Gmail email address>



Step 8) Click "Test Settings" below to make sure everything is working. Then click "Save Settings".

Note: If you receive an unexpected error when you test your settings, you may have to You have to enable login from the TntWare server by following this link https://g.co/allowaccess and allow access by clicking the continue button.





Note: In the past, you may have enabled "Less secure app access" and entered your actual Google password directly in the DonorHub settings. But this is not a best practice, and Google will be disabling this option somewhere between 2020 and 2021.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Thu, 01 Sep 2022 19:32:34 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 9/1/2022 7:32:34 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: API, Developers

The DonorHub API Approach (preferred)
If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach (obsolete)

DonorHub provides a SOAP/XML end point that other web applications can use to programmatically query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same donation information .

Here's a demo of the Staff Portal:
  https://test-staff.mytntware.com

Here are the SOAP web service endpoints where the demo Staff Portal gets its data:
  https://test-api.mytntware.com/dataqueryservice.asmx

The Staff Portal works with the instance's single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request this info. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, they authenticate via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserNameDonorHub, and UserIsRegisteredwe offer a developer API. You need to persists the SessionID as this This is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via explained in the SOAP/XML api), Developers Group at: DonorHub requires you to maintain a list of "URL Prefixes". Contact TntWare to let us know what the URL is of your web application.  We'll need the left most significant part of the URL (enough to make it "trusted") and add it to the list of trusted prefixes.API Documentation

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Sat, 01 Jun 2019 20:09:39 GMT
Revision 24 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:09:39 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web ServiceDevelopers

The DonorHub API Approach (preferred)

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach (obsolete)

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
  https://test-staff.mytntware.com

Here are the SOAP web service endpoints where the demo Staff Portal gets its data:
  https://test-api.mytntware.com/dataqueryservice.asmx

The Staff Portal works with the instance's single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request this info. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, they authenticate via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub requires you to maintain a list of "URL Prefixes". Contact TntWare to let us know what the URL is of your web application.  We'll need the left most significant part of the URL (enough to make it "trusted") and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Sat, 01 Jun 2019 20:03:16 GMT
Revision 23 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:03:16 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach (preferred)

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach (obsolete)

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
  https://test-staff.mytntware.com

Here are the SOAP web service endpoints where the demo Staff Portal gets its data:
  https://test-api.mytntware.com/dataqueryservice.asmx

The Staff Portal works with the instance's single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request this info. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, they authenticate via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub requires you to maintain a list of "URL Prefixes". Contact TntWare to let us know what the URL is of your web application.  We'll need the left most significant part of the URL (enough to make it "trusted") and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Sat, 01 Jun 2019 20:03:05 GMT
Revision 22 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:03:05 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach (preferred)

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx
  https://test-staff.mytntware.com

Here are demos of the SOAP web service endpoints where the demo Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.
  https://test-api.mytntware.com/dataqueryservice.asmx

The Staff Portal works with a the instance's single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request this info. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates they authenticate via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub requires you to maintain a list of "URL Prefixes". Contact TntWare to let us know what the URL is of your web application.  We'll need the left most significant part of the URL (enough to make it "trusted") and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Sat, 01 Jun 2019 20:00:40 GMT
Revision 21 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:00:40 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach (preferred)

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link Contact TntWare to "(view log)". When you're first getting started let us know what the "view log" option URL is handy as you can see exactly what's being attempted (but not "accepted"). If you see of your portal in the log, copy web application.  We'll need the left most significant part of the URL (enough to make it "trusted" "trusted") and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Fri, 05 Jan 2018 18:50:05 GMT
Revision 20 posted to Frequently Asked Questions by Troy Wolbrink on 1/5/2018 6:50:05 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.a
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.asmx smx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Fri, 05 Jan 2018 18:49:25 GMT
Revision 19 posted to Frequently Asked Questions by Troy Wolbrink on 1/5/2018 6:49:25 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.a https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.asmx smx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Fri, 05 Jan 2018 18:48:55 GMT
Revision 18 posted to Frequently Asked Questions by Troy Wolbrink on 1/5/2018 6:48:55 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice3.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Mon, 18 Sep 2017 20:11:16 GMT
Revision 17 posted to Frequently Asked Questions by Troy Wolbrink on 9/18/2017 8:11:16 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more, read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Mon, 18 Sep 2017 20:10:50 GMT
Revision 16 posted to Frequently Asked Questions by Troy Wolbrink on 9/18/2017 8:10:50 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go.

To learn more:

    Read , read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Mon, 18 Sep 2017 20:04:57 GMT
Revision 15 posted to Frequently Asked Questions by Troy Wolbrink on 9/18/2017 8:04:57 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go. To learn more:

    Read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Mon, 18 Sep 2017 20:04:41 GMT
Revision 14 posted to Frequently Asked Questions by Troy Wolbrink on 9/18/2017 8:04:41 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go. To learn more:

    Read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Mon, 18 Sep 2017 20:04:33 GMT
Revision 13 posted to Frequently Asked Questions by Troy Wolbrink on 9/18/2017 8:04:33 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

The DonorHub API Approach

If you want to support the largest number of organizations with your app, this is the best way to go. To learn more:

    Read the: DonorHub API Documentation

The SOAP/XML Approach

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

The TntConnect DataSync model

As an alternative to SOAP/XML with support for Single Sign-on, you can also programatically query donation information the same way TntConnect does. Here's documentationion on how this protocol works:
http://www.tntware.com/tntmpd/faqs/en/how-can-i-make-my-organization-s-online-donation-system-compatible-with-tntmpd.aspx

To know the Query.ini URL of your organization, in DonorHub Lite, under the "Tools" menu, click on "View Web URLs". The query.ini url of the demo Staff Portal is here:
https://dataserver.tntware.com/dataserver/test/dataquery/TntQuery.aspx

One advantage of using the TntConnect DataSync programming model is that you can support a larger variety of organizations (not just those that use DonorHub Lite). Here's an actively maintained list of organizations that use TntConnect, along with their query.ini URL:
http://download.tntware.com/tntconnect/TntConnect_Organizations.csv

The main disadvantage of this approach is that you must ask the user for their login and password. In other words, if your writing a web application that is already GCX Single Sign-on enabled, the SOAP/XML api can allow you to query the user's data without prompting them for credentials, but the TntConnect DataSync api would require you to ask the user for their credentials.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Thu, 14 Sep 2017 16:56:36 GMT
Revision 12 posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2017 4:56:36 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

SOAP/XML

DonorHub provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via the authentication provider and gets a service ticket. It passes in the service name and service ticket to the SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

The TntConnect DataSync model

As an alternative to SOAP/XML with support for Single Sign-on, you can also programatically query donation information the same way TntConnect does. Here's documentationion on how this protocol works:
http://www.tntware.com/tntmpd/faqs/en/how-can-i-make-my-organization-s-online-donation-system-compatible-with-tntmpd.aspx

To know the Query.ini URL of your organization, in DonorHub Lite, under the "Tools" menu, click on "View Web URLs". The query.ini url of the demo Staff Portal is here:
https://dataserver.tntware.com/dataserver/test/dataquery/TntQuery.aspx

One advantage of using the TntConnect DataSync programming model is that you can support a larger variety of organizations (not just those that use DonorHub Lite). Here's an actively maintained list of organizations that use TntConnect, along with their query.ini URL:
http://download.tntware.com/tntconnect/TntConnect_Organizations.csv

The main disadvantage of this approach is that you must ask the user for their login and password. In other words, if your writing a web application that is already GCX Single Sign-on enabled, the SOAP/XML api can allow you to query the user's data without prompting them for credentials, but the TntConnect DataSync api would require you to ask the user for their credentials.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Thu, 14 Sep 2017 16:56:03 GMT
Revision 11 posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2017 4:56:03 PM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

SOAP/XML

DonorHub Lite provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub Litegets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://dataserver.tntware.com/dataserver/test/staffportal/default.aspx<o:p></o:p>
https://www.mytntware.com/dataserver/test/staffportal/default.aspx

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://dataserver.tntware.com/dataserver/test/dataquery/dataqueryservice.asmx
https://dataserver.tntware.com/dataserver/test/gcxauthentication/gcxauthenticationservice.asmx

[Caveat: The "Demo" Staff Portal uses a special "Test Authentication" and not "GCX Authentication" service which is available here.]
https://www.mytntware.com/dataserver/test/dataquery/dataqueryservice2.asmx

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, url, replace "staffportal/*" in your url with "dataquery/dataqueryservice.asmx" "dataquery/dataqueryservice2.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with GCX a single sign on provider. The main SOAP endpoint has a SiteProperties informational record you can request. It includes the URL to the authentication provider under "SSOProvider". The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates viaGCX single sign on the authentication provider and gets a service ticket. It passes in the service name and service ticket to the Data Query SOAP method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

The Staff Portal is a good working model on how to use the web services. If you'd like to look over the Staff Portal source code, it's available here (written in Delphi.NET as an ASP.NET application):
https://dataserver.tntware.com/dataserver/test/staffportal/staffportal_source.zip

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

The TntConnect DataSync model

As an alternative to SOAP/XML with support for GCX Single Sign-on, you can also programatically query donation information the same way TntConnect does. Here's documentationion on how this protocol works:
http://www.tntware.com/tntmpd/faqs/en/how-can-i-make-my-organization-s-online-donation-system-compatible-with-tntmpd.aspx

To know the Query.ini URL of your organization, in DonorHub Lite, under the "Tools" menu, click on "View Web URLs". The query.ini url of the demo Staff Portal is here:
https://dataserver.tntware.com/dataserver/test/dataquery/TntQuery.aspx

One advantage of using the TntConnect DataSync programming model is that you can support a larger variety of organizations (not just those that use DonorHub Lite). Here's an actively maintained list of organizations that use TntConnect, along with their query.ini URL:
http://download.tntware.com/tntconnect/TntConnect_Organizations.csv

The main disadvantage of this approach is that you must ask the user for their login and password. In other words, if your writing a web application that is already GCX Single Sign-on enabled, the SOAP/XML api can allow you to query the user's data without prompting them for credentials, but the TntConnect DataSync api would require you to ask the user for their credentials.

Can I programmatically query the the donation data from another application? If so, how?

Troy Wolbrink — Fri, 23 Sep 2016 04:06:44 GMT
Revision 10 posted to Frequently Asked Questions by Troy Wolbrink on 9/23/2016 4:06:44 AM

Can I programmatically query the the donation data from another application? If so, how?

Filed under: SOAP, XML, API, Web Service

SOAP/XML

DonorHub Lite provides a SOAP/XML end point that other web applications can use to query donation data. The Staff Portal which is included with DonorHub Lite gets all of its data exclusively through this web service. If you can see something on the Staff Portal, you can programmatically retrieve the same information.

Here's a demo of the Staff Portal:
https://dataserver.tntware.com/dataserver/test/staffportal/default.aspx<o:p></o:p>

Here are demos of the SOAP web service endpoints where the Staff Portal gets its data:
https://dataserver.tntware.com/dataserver/test/dataquery/dataqueryservice.asmx
https://dataserver.tntware.com/dataserver/test/gcxauthentication/gcxauthenticationservice.asmx

[Caveat: The "Demo" Staff Portal uses a special "Test Authentication" and not "GCX Authentication" service which is available here.]

You'll notice that the "dataquery" folder is next to the "staffportal" folder. If you have a Staff Portal, replace "staffportal/*" in your url with "dataquery/dataqueryservice.asmx" and you'll have your own SOAP endpoint.

The Staff Portal works with GCX single sign on. The main way authentication works with the DataQuery service is through a session id. Let me explain: When the user comes to the Staff Portal, it authenticates via GCX single sign on and gets a service ticket. It passes in the service name and service ticket to the Data Query method "Login(ServiceName, ServiceTicket)" which returns a SessionID, UserName, and UserIsRegistered. You need to persists the SessionID as this is used for all subsequent method calls. If the user is not registered, you need to prompt the user for a registration code and submit it to the method "RegisterUser(SessionID, RegistrationCode)" until the user is registered.

The Staff Portal is a good working model on how to use the web services. If you'd like to look over the Staff Portal source code, it's available here (written in Delphi.NET as an ASP.NET application):
https://dataserver.tntware.com/dataserver/test/staffportal/staffportal_source.zip

Trusted Portal URL Prefixes

To ensure that only trusted web applications are querying a user's donation data on their behalf (via the SOAP/XML api), DonorHub Lite requires you to maintain a list of "URL Prefixes". This is available under: Tools | System Setup | Portal. Here you'll notice a link to "(edit prefix list)" and a link to "(view log)". When you're first getting started the "view log" option is handy as you can see exactly what's being attempted (but not "accepted"). If you see your portal in the log, copy the left most significant part of the URL (enough to make it "trusted" and add it to the list of trusted prefixes.

The TntConnect DataSync model

As an alternative to SOAP/XML with support for GCX Single Sign-on, you can also programatically query donation information the same way TntConnect does. Here's documentationion on how this protocol works:
http://www.tntware.com/tntmpd/faqs/en/how-can-i-make-my-organization-s-online-donation-system-compatible-with-tntmpd.aspx

To know the Query.ini URL of your organization, in DonorHub Lite, under the "Tools" menu, click on "View Web URLs". The query.ini url of the demo Staff Portal is here:
https://dataserver.tntware.com/dataserver/test/dataquery/TntQuery.aspx

One advantage of using the TntConnect DataSync programming model is that you can support a larger variety of organizations (not just those that use DonorHub Lite). Here's an actively maintained list of organizations that use TntConnect, along with their query.ini URL:
http://download.tntware.com/tntconnect/TntConnect_Organizations.csv

The main disadvantage of this approach is that you must ask the user for their login and password. In other words, if your writing a web application that is already GCX Single Sign-on enabled, the SOAP/XML api can allow you to query the user's data without prompting them for credentials, but the TntMPD Query.ini TntConnect DataSync api would require you to ask the user for their credentials.

What should I do when MPDX doesn't appear to correctly sync a donation on DonorHub?

Troy Wolbrink — Tue, 10 May 2022 21:35:27 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 5/10/2022 9:35:27 PM

What should I do when MPDX doesn't appear to correctly sync a donation with on DonorHub?

When there seems to be a sync issue between MPDX and DonorHub, follow these troubleshooting steps to help track down the issue.

Step 1) Confirm that the gift you're looking for is actually on the Staff Portal. If the gift is missing on the Staff Portal, or if the gift information is incorrect, you can stop here and contact TntWare to get DonorHub syncing correction with your donation system.

Take note of the exact: date, amount, donor id and designation id of the gift.

Step 2)  If the gift is correctly displaying on the Staff Portal, and you're helping another user, impersonate the user having the problem. This is available on the “Manage Users” screen on the Staff Portal control panel. Find the user, and then click “impersonate user”. This way you can see exactly what the staff member sees (and what MPDX would see when syncing on behalf of this staff member).

Step 3) Now that you've verified that the Staff Portal correctly shows the gift (and for the user you're helping), make sure the connection from MPDX is associated with the right user. From the MPDX settings in Connect Services, find the connection to your organization and click “Reconnect”.



At the Staff Portal, make sure the user displayed at the top is the one you were expecting.



Step 4) Click "Sync" and wait 24 hours.

After this reconnecting MPDX with your organization's DonorHub, you may need to wait until the next morning for MPDX to sync. With MPDX, you can't tell it to sync immediately. There is a “Sync” button where you connect to your organization, but this simply puts in a request to sync sooner than it normally would have. MPDX usually syncs once every 24 hours.



Step 5) If you still can’t find a gift on MPDX that was showing on the Staff Portal, make sure you’re looking at the right profile in MPDX. A user can have multiple profiles in MPDX, and this profile controls everything else that the user can see on MPDX.

Step 6) If you’re sure you have the right profile selected, and you still can’t find the gift under the contact you were expecting. Confirm that the contact you were expecting is actually linked to the donor id associated with the gift on DonorHub.

The donor id(s) that a contact is associated with is listed at the bottom of the Details tab when viewing a contact. Under the Details tab, scroll to the bottom, where it says “Partner Accounts”. Any donor ids associated with DonorHub will be listed there. The name of your organization should be in gray text right above the donor id.



Step 7)  If the expected donor id is linked to that contact, but the donation is still not listed under the Donations tab for that contact, you’d want to reach out to the MPDX help desk: techhelp@cru.org

What should I do when MPDX doesn't appear to correctly sync donation with DonorHub?

Troy Wolbrink — Tue, 10 May 2022 21:34:52 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 5/10/2022 9:34:52 PM

What should I do when MPDX doesn't appear to correctly sync donation with DonorHub?

When there seems to be a sync issue between MPDX and DonorHub, follow these troubleshooting steps to help track down the issue.

Step 1) Confirm that the gift you're looking for is actually on the Staff Portal. If the gift is missing on the Staff Portal, or if the gift information is incorrect, you can stop here and contact TntWare to get DonorHub syncing correction with your donation system.

Take note of the exact: date, amount, donor id and designation id of the gift.

Step 2)  If the gift is correctly displaying on the Staff Portal, and you're helping another user, impersonate the user having the problem. This is available on the “Manage Users” screen on the Staff Portal control panel. Find the user, and then click “impersonate user”. This way you can see exactly what the staff member sees (and what MPDX would see when syncing on behalf of this staff member).

Step 3) Now that you've verified that the Staff Portal correctly shows the gift (and for the user you're helping), make sure the connection from MPDX is associated with the right user. From the MPDX settings in Connect Services, find the connection to your organization and click “Reconnect”.



At the Staff Portal, make sure the user displayed at the top is the one you were expecting.



Step 4) Click "Sync" and wait 24 hours.

After this reconnecting MPDX with your organization's DonorHub, you may need to wait until the next morning for MPDX to sync. With MPDX, you can't tell it to sync immediately. There is a “Sync” button where you connect to your organization, but this simply puts in a request to sync sooner than it normally would have. MPDX usually syncs once every 24 hours.



Step 5) If you still can’t find a gift on MPDX that was showing on the Staff Portal, make sure you’re looking at the right profile in MPDX. A user can have multiple profiles in MPDX, and this profile controls everything else that the user can see on MPDX.

Step 6) If you’re sure you have the right profile selected, and you still can’t find the gift under the contact you were expecting. Confirm that the contact you were expecting is actually linked to the donor id associated with the gift on DonorHub.

The donor id(s) that a contact is associated with is listed at the bottom of the Details tab when viewing a contact. Under the Details tab, scroll to the bottom, where it says “Partner Accounts”. Any donor ids associated with DonorHub will be listed there. The name of your organization should be in gray text right above the donor id.



Step 7)  If the expected donor id is linked to that contact, but the donation is still not listed under the Donations tab for that contact, you’d want to reach out to the MPDX help desk: techhelp@cru.org

What should I do when MPDX doesn't appear to correctly sync donation with DonorHub?

Troy Wolbrink — Tue, 10 May 2022 21:34:22 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 5/10/2022 9:34:22 PM

What should I do when MPDX doesn't appear to correctly sync donation with DonorHub?

When there seems to be a sync issue between MPDX and DonorHub, follow these troubleshooting steps to help track down the issue.

Step 1) Confirm that the gift you're looking for is actually on the Staff Portal. If the gift is missing on the Staff Portal, or if the gift information is incorrect, you can stop here and contact TntWare to get DonorHub syncing correction with your donation system.

Take note of the exact: date, amount, donor id and designation id of the gift.

Step 2)  If the gift is correctly displaying on the Staff Portal, and you're helping another user, impersonate the user having the problem. This is available on the “Manage Users” screen on the Staff Portal control panel. Find the user, and then click “impersonate user”. This way you can see exactly what the staff member sees (and what MPDX would see when syncing on behalf of this staff member).

Step 3) Now that you've verified that the Staff Portal correctly shows the gift (and for the user you're helping), make sure the connection from MPDX is associated with the right user. From the MPDX settings in Connect Services, find the connection to your organization and click “Reconnect”.





At the Staff Portal, make sure the user displayed at the top is the one you were expecting.





Step 4) Click "Sync" and wait 24 hours.

After this reconnecting MPDX with your organization's DonorHub, you may need to wait until the next morning for MPDX to sync. With MPDX, you can't tell it to sync immediately. There is a “Sync” button where you connect to your organization, but this simply puts in a request to sync sooner than it normally would have. MPDX usually syncs once every 24 hours.





Step 5) If you still can’t find a gift on MPDX that was showing on the Staff Portal, make sure you’re looking at the right profile in MPDX. A user can have multiple profiles in MPDX, and this profile controls everything else that the user can see on MPDX.

Step 6) If you’re sure you have the right profile selected, and you still can’t find the gift under the contact you were expecting. Confirm that the contact you were expecting is actually linked to the donor id associated with the gift on DonorHub.

The donor id(s) that a contact is associated with is listed at the bottom of the Details tab when viewing a contact. Under the Details tab, scroll to the bottom, where it says “Partner Accounts”. Any donor ids associated with DonorHub will be listed there. The name of your organization should be in gray text right above the donor id.





Step 7)  If the expected donor id is linked to that contact, but the donation is still not listed under the Donations tab for that contact, you’d want to reach out to the MPDX help desk: techhelp@cru.org

What should I do when MPDX doesn't appear to correctly sync donation with DonorHub?

Troy Wolbrink — Tue, 10 May 2022 21:32:50 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 5/10/2022 9:32:50 PM

When there seems to be a sync issue between MPDX and DonorHub, follow these troubleshooting steps to help track down the issue.

Step 1) Confirm that the gift you're looking for is actually on the Staff Portal. If the gift is missing on the Staff Portal, or if the gift information is incorrect, you can stop here and contact TntWare to get DonorHub syncing correction with your donation system.

Take note of the exact: date, amount, donor id and designation id of the gift.

Step 2)  If the gift is correctly displaying on the Staff Portal, and you're helping another user, impersonate the user having the problem. This is available on the “Manage Users” screen on the Staff Portal control panel. Find the user, and then click “impersonate user”. This way you can see exactly what the staff member sees (and what MPDX would see when syncing on behalf of this staff member).

Step 3) Now that you've verified that the Staff Portal correctly shows the gift (and for the user you're helping), make sure the connection from MPDX is associated with the right user. From the MPDX settings in Connect Services, find the connection to your organization and click “Reconnect”.



At the Staff Portal, make sure the user displayed at the top is the one you were expecting.



Step 4) Click "Sync" and wait 24 hours.

After this reconnecting MPDX with your organization's DonorHub, you may need to wait until the next morning for MPDX to sync. With MPDX, you can't tell it to sync immediately. There is a “Sync” button where you connect to your organization, but this simply puts in a request to sync sooner than it normally would have. MPDX usually syncs once every 24 hours.



Step 5) If you still can’t find a gift on MPDX that was showing on the Staff Portal, make sure you’re looking at the right profile in MPDX. A user can have multiple profiles in MPDX, and this profile controls everything else that the user can see on MPDX.

Step 6) If you’re sure you have the right profile selected, and you still can’t find the gift under the contact you were expecting. Confirm that the contact you were expecting is actually linked to the donor id associated with the gift on DonorHub.

The donor id(s) that a contact is associated with is listed at the bottom of the Details tab when viewing a contact. Under the Details tab, scroll to the bottom, where it says “Partner Accounts”. Any donor ids associated with DonorHub will be listed there. The name of your organization should be in gray text right above the donor id.



Step 7)  If the expected donor id is linked to that contact, but the donation is still not listed under the Donations tab for that contact, you’d want to reach out to the MPDX help desk: techhelp@cru.org

How can I connect QuickBooks Online with DonorHub Online?

Troy Wolbrink — Wed, 14 Jul 2021 20:31:42 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 7/14/2021 8:31:42 PM

How can I connect QuickBooks Online with DonorHub Online?

Filed under: Integrations

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end. We will create a custom Staff Portal specifically for your organization.

Step 2) Connect DonorHub with QuickBooks

Once we setup your Staff Portal, we'll send you instructions. Part of those instructions will be us telling you how to login and how to go into the control panel of the website to make a connection with QuickBooks. It will looks something like this:

Step 3) Enjoy DonorHub Online!

After we make some final adjustments, we'll reach out with instructions on getting started.

How can I connect QuickBooks Online with DonorHub Online?

Troy Wolbrink — Wed, 14 Jul 2021 20:31:42 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 7/14/2021 8:31:42 PM

How can I connect QuickBooks Online with DonorHub Online?

Filed under: Integrations, quickbooks

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end. We will create a custom Staff Portal specifically for your organization.

Step 2) Connect DonorHub with QuickBooks

Once we setup your Staff Portal, we'll send you instructions. Part of those instructions will be us telling you how to login and how to go into the control panel of the website to make a connection with QuickBooks. It will looks something like this:

Step 3) Enjoy DonorHub Online!

After we make some final adjustments, we'll reach out with instructions on getting started.

How can I connect QuickBooks Online with DonorHub Online?

Troy Wolbrink — Wed, 14 Jul 2021 20:31:42 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 7/14/2021 8:31:42 PM

How can I connect QuickBooks Online with DonorHub Online?

Filed under: Integrations, quickbooks

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end. We will create a custom Staff Portal specifically for your organization.

Step 2) Connect DonorHub with QuickBooks

Once we setup your Staff Portal, we'll send you instructions. Part of those instructions will be us telling you how to login and how to go into the control panel of the website to make a connection with QuickBooks. It will looks something like this:

Step 3) Enjoy DonorHub Online!

After we make some final adjustments, we'll reach out with instructions on getting started.

How can I connect QuickBooks Online with DonorHub Online?

Troy Wolbrink — Wed, 14 Jul 2021 20:31:42 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 7/14/2021 8:31:42 PM

How can I connect QuickBooks Online with DonorHub Online?

Filed under: Integrations, quickbooks

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end. We will create a custom Staff Portal specifically for your organization.

Step 2) Connect DonorHub with QuickBooks

Once we setup your Staff Portal, we'll send you instructions. Part of those instructions will be us telling you how to login and how to go into the control panel of the website to make a connection with QuickBooks. It will looks something like this:

Step 3) Enjoy DonorHub Online!

After we make some final adjustments, we'll reach out with instructions on getting started.

How can I connect QuickBooks Online with DonorHub Online?

Troy Wolbrink — Wed, 14 Jul 2021 20:31:42 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 7/14/2021 8:31:42 PM

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end. We will create a custom Staff Portal specifically for your organization.

Step 2) Connect DonorHub with QuickBooks

Once we setup your Staff Portal, we'll send you instructions. Part of those instructions will be us telling you how to login and how to go into the control panel of the website to make a connection with QuickBooks. It will looks something like this:

Step 3) Enjoy DonorHub Online!

After we make some final adjustments, we'll reach out with instructions on getting started.

How can I connect Neon CRM with DonorHub Online?

Troy Wolbrink — Thu, 10 Dec 2020 02:19:17 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 12/10/2020 2:19:17 AM

How can I connect NeonCRM Neon CRM with DonorHub Online?

Filed under: Neon, Integrations

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end.

Step 2) Giving us access to your NeonCRMNeon CRM

We will need you to send us your NeonCRM Neon CRM Organization ID and API Key.  This page on the Neon Developers Center will tell you how to obtain these items: API Keys.

Step 3) Enjoy DonorHub Online!

We will send you instructions on getting started.

Things to know about our integration with NeonCRMNeon CRM:

We only synchronize with NeonCRM Neon CRM in a read-only way. We never change anything in Neon.

You can setup synchronization to occur on a daily schedule or run it on demand.

Accounts in Neon map to Donors in DonorHub.

Campaigns in Neon map to Designations in DonorHub.

Donations in Neon map to Gifts in DonorHub.

How can I connect NeonCRM with DonorHub Online?

Troy Wolbrink — Sat, 01 Jun 2019 20:08:31 GMT
Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:08:31 PM

How can I connect NeonCRM with DonorHub Online?

Filed under: Neon, IntegrationIntegrations

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end.

Step 2) Giving us access to your NeonCRM

We will need you to send us your NeonCRM Organization ID and API Key.  This page on the Neon Developers Center will tell you how to obtain these items: API Keys.

Step 3) Enjoy DonorHub Online!

We will send you instructions on getting started.

Things to know about our integration with NeonCRM:

We only synchronize with NeonCRM in a read-only way. We never change anything in Neon.

You can setup synchronization to occur on a daily schedule or run it on demand.

Accounts in Neon map to Donors in DonorHub.

Campaigns in Neon map to Designations in DonorHub.

Donations in Neon map to Gifts in DonorHub.

How can I connect NeonCRM with DonorHub Online?

Troy Wolbrink — Sat, 01 Jun 2019 20:07:24 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:07:24 PM

How can I connect NeonCRM with DonorHub Online?

Filed under: Neon, Integration

Step 1) Service Agreement

You should contact TntWare at info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end.

Step 2) Giving us access to your NeonCRM

We will need you to send us your NeonCRM Organization ID and API Key.  This page on the Neon Developers Center will tell you how to obtain these items: API Keys.

Step 3) Enjoy DonorHub Online!

We will send you instructions on getting started.

Things to know about our integration with NeonCRM:

We only synchronize with NeonCRM in a read-only way. We never change anything in Neon.

You can setup synchronization to occur on a daily schedule or run it on demand.

Accounts in Neon map to Donors in DonorHub.

Campaigns in Neon map to Designations in DonorHub.

Donations in Neon map to Gifts in DonorHub.

How can I connect NeonCRM with DonorHub Online?

Troy Wolbrink — Sat, 01 Jun 2019 20:03:58 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:03:58 PM

How can I connect NeonCRM with DonorHub Online?

Step 1) Service Agreement

You should contact TntWare at donorhub_online@tntware.com info@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end.

Step 2) Giving us access to your NeonCRM

We will need you to send us your NeonCRM Organization ID and API Key.  This page on the Neon Developers Center will tell you how to obtain these items: API Keys.

Step 3) Enjoy DonorHub Online!

We will send you instructions on getting started.

Things to know about our integration with NeonCRM:

We only synchronize with NeonCRM in a read-only way. We never change anything in Neon.

You can setup synchronization to occur on a daily schedule or run it on demand.

Accounts in Neon map to Donors in DonorHub.

Campaigns in Neon map to Designations in DonorHub.

Donations in Neon map to Gifts in DonorHub.

How can I connect NeonCRM with DonorHub Online?

Troy Wolbrink — Thu, 05 Oct 2017 22:15:15 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 10/5/2017 10:15:15 PM

How can I connect NeonCRM with DonorHub Online?

Step 1) Service Agreement

You should contact TntWare at donorhub_online@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end.

Step 2) Giving us access to your NeonCRM

We will need you to send us your NeonCRM Organization ID and API Key.  This page on the Neon Developers Center will tell you how to obtain these items: API Keys.

Step 3) Enjoy DonorHub Online!

We will send you instructions on getting started.

Things to know about our integration with NeonCRM:

We only synchronize with NeonCRM in a read-only way. We never change anything in Neon.

You can setup synchronization to occur on a daily schedule or run it on demand.

Accounts in Neon map to Donors in DonorHub.

Campaigns in Neon map to Designations in DonorHub.

Donations in Neon map to Gifts in DonorHub.

How can I connect NeonCRM with DonorHub Online?

Troy Wolbrink — Mon, 18 Sep 2017 21:52:55 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 9/18/2017 9:52:55 PM

Step 1) Service Agreement

You should contact TntWare at donorhub_online@tntware.com with your desire to sign up for DonorHub Online. We will send you a service agreement. Once the service agreement is signed, we will set things up on our end.

Step 2) Giving us access to your NeonCRM

We will need you to send us your NeonCRM Organization ID and API Key.  This page on the Neon Developers Center will tell you how to obtain these items: API Keys.

Step 3) Enjoy DonorHub Online!

We will send you instructions on getting started.

Things to know about our integration with NeonCRM:

We only synchronize with NeonCRM in a read-only way. We never change anything in Neon.

You can setup synchronization to occur on a daily schedule or run it on demand.

Accounts in Neon map to Donors in DonorHub.

Campaigns in Neon map to Designations in DonorHub.

Donations in Neon map to Gifts in DonorHub.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Sat, 01 Jun 2019 20:08:17 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:08:17 PM

What do all the placeholders in the DonorWise data source template mean?

Filed under: Integration

DonorHub includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. These are the placeholders:



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.



The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of DonorHub Lite. The user account created in DonorWise must be a member of the "Report Writer" role so that DonorHub Lite will have the read-only access it needs to pump in donation data.



$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Sat, 01 Jun 2019 20:07:42 GMT
Revision 7 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:07:42 PM

What do all the placeholders in the DonorWise data source template mean?

Filed under: TemplatesIntegration

DonorHub includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. These are the placeholders:



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.



The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of DonorHub Lite. The user account created in DonorWise must be a member of the "Report Writer" role so that DonorHub Lite will have the read-only access it needs to pump in donation data.



$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Sat, 01 Jun 2019 19:57:48 GMT
Revision 6 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 7:57:48 PM

What do all the placeholders in the DonorWise data source template mean?

Filed under: Templates

DonorHub Liteincludes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on These are the "DataSources" tab.

                          placeholders:



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.





The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of DonorHub Lite. The user account created in DonorWise must be a member of the "Report Writer" role so that DonorHub Lite will have the read-only access it needs to pump in donation data.





$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.





$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Fri, 23 Sep 2016 04:04:24 GMT
Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 9/23/2016 4:04:24 AM

What do all the placeholders in the DonorWise data source template mean?

Filed under: Templates

TntMPD.DataServer
DonorHub Lite includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.





$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.





The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of TntMPD.DataServerDonorHub Lite. The user account created in DonorWise must be a member of the "Report Writer" role so that TntMPD.DataServer DonorHub Lite will have the read-only access it needs to pump in donation data.





$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.





$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Thu, 19 Mar 2009 03:47:37 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 3/19/2009 3:47:37 AM

What do all the placeholders in the DonorWise data source template mean?

Filed under: Templates

TntMPD.DataServer includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.



The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of TntMPD.DataServer. The user account created in DonorWise must be a member of the "Report Writer" role so that TntMPD.DataServer will have the read-only access it needs to pump in donation data.



$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Thu, 19 Mar 2009 03:47:37 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 3/19/2009 3:47:37 AM

What do all the placeholders in the DonorWise data source template mean?

TntMPD.DataServer includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.



The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of TntMPD.DataServer. The user account created in DonorWise must be a member of the "Report Writer" role so that TntMPD.DataServer will have the read-only access it needs to pump in donation data.



$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Thu, 05 Mar 2009 15:15:30 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 3/5/2009 3:15:30 PM

What do all the placeholders in the DonorWise data source template mean?

TntMPD.DataServer includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.



The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of TntMPD.DataServer. The user account created in DonorWise must be a member of the "Report Writer" role so that TntMPD.DataServer will have the read-only access it needs to pump in donation data.



$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the DonorWise data source template mean?

Troy Wolbrink — Thu, 05 Mar 2009 15:12:39 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 3/5/2009 3:12:39 PM

TntMPD.DataServer includes a template to support DonorWise. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly.



$SERVER_NAME$
$DATABASE_NAME$
$LOGIN$
$PASSWORD$

These four placeholder have to do with connecting to the DonorWise database. They correspond exactly with what you see when you login to DonorWise.



The login used could be a system administrator ("sa"). But for better security, it's better to create a special user in DonorWise, exclusively for the use of TntMPD.DataServer. The user account created in DonorWise must be a member of the "Report Writer" role so that TntMPD.DataServer will have the read-only access it needs to pump in donation data.



$STAFF$
$DEPT$

Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation codes to be prefixed by what you put in. Why would you want to do this? You might want to give someone access to all staff designation accounts (a MPD support coach, for example). To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



$ANONYMOUS_MOTIVATION_CODE$

If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

What do all the placeholders in the Solomon IV 4.x data source template mean?

Troy Wolbrink — Sat, 01 Jun 2019 20:08:09 GMT
Current revision posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:08:09 PM

What do all the placeholders in the Solomon IV 4.x data source template mean?

Filed under: Integration

DonorHub includes a template to support Microsoft's Solomon accounting system. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly.

These are the placeholders to fill out to make the connection:

$SERVER$
$APP_DATABASE$
$LOGIN$
$PASSWORD$

These placeholders are used to establish a connection to SQL Server. Provide the server name and the name of the Solomon application database, as well as the SQL Server login and password. To test this, use SQL Server Management Studio. The $LOGIN$ should not be confused with a Solomon login which has nothing to do with a SQL Server login. The SQL Server account used must have read access to the tables in the database.

$COMPANY_ID$

This is seen on the Solomon login screen.

$LEDGERID$

This is usually "ACTUAL".

$BEGINNING_BALANCE_ACCT$

This is the GL account used for carry over balances to start the fiscal year.

$FIN_ACCT_ADV_SUFFIX$
$ADVANCE_ACCT_PREFIX$

These placeholders may be left blank. However, if you'd like for their to appear to be sub accounts (Responsiblity Centers) for advances, then you may fill in these placeholders. For example, if there were a sub account "1000", you could have a sub account also appear to DonorHub as "1000-Advances", and this newly generated (fake) account would contain transactions related to advances for sub account "1000".

If you prefer English, you could set $FIN_ACCT_ADV_SUFFIX$ to "Advances". Feel free to set this to whatever makes the most sense in your organization.

$ADVANCE_ACCT_PREFIX$ is whatever prefix would define the GL account(s) for advance transactions. (In many organizations, this would typically be "12".)

What do all the placeholders in the Solomon IV 4.x data source template mean?

Troy Wolbrink — Sat, 01 Jun 2019 20:07:57 GMT
Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 8:07:57 PM

What do all the placeholders in the Solomon IV 4.x data source template mean?

Filed under: TemplatesIntegration

DonorHub includes a template to support Microsoft's Solomon accounting system. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly.

These are the placeholders to fill out to make the connection:

$SERVER$
$APP_DATABASE$
$LOGIN$
$PASSWORD$

These placeholders are used to establish a connection to SQL Server. Provide the server name and the name of the Solomon application database, as well as the SQL Server login and password. To test this, use SQL Server Management Studio. The $LOGIN$ should not be confused with a Solomon login which has nothing to do with a SQL Server login. The SQL Server account used must have read access to the tables in the database.

$COMPANY_ID$

This is seen on the Solomon login screen.

$LEDGERID$

This is usually "ACTUAL".

$BEGINNING_BALANCE_ACCT$

This is the GL account used for carry over balances to start the fiscal year.

$FIN_ACCT_ADV_SUFFIX$
$ADVANCE_ACCT_PREFIX$

These placeholders may be left blank. However, if you'd like for their to appear to be sub accounts (Responsiblity Centers) for advances, then you may fill in these placeholders. For example, if there were a sub account "1000", you could have a sub account also appear to DonorHub as "1000-Advances", and this newly generated (fake) account would contain transactions related to advances for sub account "1000".

If you prefer English, you could set $FIN_ACCT_ADV_SUFFIX$ to "Advances". Feel free to set this to whatever makes the most sense in your organization.

$ADVANCE_ACCT_PREFIX$ is whatever prefix would define the GL account(s) for advance transactions. (In many organizations, this would typically be "12".)

What do all the placeholders in the Solomon IV 4.x data source template mean?

Troy Wolbrink — Sat, 01 Jun 2019 19:57:11 GMT
Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 6/1/2019 7:57:11 PM

What do all the placeholders in the Solomon IV 4.x data source template mean?

Filed under: Templates

DonorHub Liteincludes a template to support Microsoft's Solomon accounting system. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under

These are the "Tools" menu, click on "System Setup", then click on placeholders to fill out to make the "DataSources" tab.connection:

$SERVER$
$APP_DATABASE$
$LOGIN$
$PASSWORD$

These placeholders are used to establish a connection to SQL Server. Provide the server name and the name of the Solomon application database, as well as the SQL Server login and password. To test this, use SQL Server Management Studio. The $LOGIN$ should not be confused with a Solomon login which has nothing to do with a SQL Server login. The SQL Server account used must have read access to the tables in the database.

$COMPANY_ID$

This is seen on the Solomon login screen.

$LEDGERID$

This is usually "ACTUAL".

$BEGINNING_BALANCE_ACCT$

This is the GL account used for carry over balances to start the fiscal year.

$FIN_ACCT_ADV_SUFFIX$
$ADVANCE_ACCT_PREFIX$

These placeholders may be left blank. However, if you'd like for their to appear to be sub accounts (Responsiblity Centers) for advances, then you may fill in these placeholders. For example, if there were a sub account "1000", you could have a sub account also appear to TntMPD.DataServer DonorHub as "1000-Advances", and this newly generated (fake) account would contain transactions related to advances for sub account "1000".

If you prefer English, you could set $FIN_ACCT_ADV_SUFFIX$ to "Advances". Feel free to set this to whatever makes the most sense in your organization.

$ADVANCE_ACCT_PREFIX$ is whatever prefix would define the GL account(s) for advance transactions. (In Campus Crusade for Christmany organizations, this would typically be "12".)

What do all the placeholders in the Solomon IV 4.x data source template mean?

Troy Wolbrink — Fri, 23 Sep 2016 04:03:53 GMT
Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 9/23/2016 4:03:53 AM

What do all the placeholders in the Solomon IV 4.x data source template mean?

Filed under: Templates

TntMPD.DataServer
DonorHub Lite includes a template to support Microsoft's Solomon accounting system. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.

$SERVER$
$APP_DATABASE$
$LOGIN$
$PASSWORD$

These placeholders are used to establish a connection to SQL Server. Provide the server name and the name of the Solomon application database, as well as the SQL Server login and password. To test this, use SQL Server Management Studio. The $LOGIN$ should not be confused with a Solomon login which has nothing to do with a SQL Server login. The SQL Server account used must have read access to the tables in the database.

$COMPANY_ID$

This is seen on the Solomon login screen.

$LEDGERID$

This is usually "ACTUAL".

$BEGINNING_BALANCE_ACCT$

This is the GL account used for carry over balances to start the fiscal year.

$FIN_ACCT_ADV_SUFFIX$
$ADVANCE_ACCT_PREFIX$

These placeholders may be left blank. However, if you'd like for their to appear to be sub accounts (Responsiblity Centers) for advances, then you may fill in these placeholders. For example, if there were a sub account "1000", you could have a sub account also appear to TntMPD.DataServer as "1000-Advances", and this newly generated (fake) account would contain transactions related to advances for sub account "1000".

If you prefer English, you could set $FIN_ACCT_ADV_SUFFIX$ to "Advances". Feel free to set this to whatever makes the most sense in your organization.

$ADVANCE_ACCT_PREFIX$ is whatever prefix would define the GL account(s) for advance transactions. (In Campus Crusade for Christ, this would typically be "12".)

What do all the placeholders in the Solomon IV 4.x data source template mean?

Troy Wolbrink — Mon, 14 Sep 2009 18:04:46 GMT
Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2009 6:04:46 PM

What do all the placeholders in the Solomon IV 4.x data source template mean?

Filed under: Templates

TntMPD.DataServer includes a template to support Microsoft's Solomon accounting system. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.

$SERVER$
$APP_DATABASE$
$LOGIN$
$PASSWORD$

These placeholders are used to establish a connection to SQL Server. Provide the server name and the name of the Solomon application database, as well as the SQL Server login and password. To test this, use SQL Server Management Studio. The $LOGIN$ should not be confused with a Solomon login which has nothing to do with a SQL Server login. The SQL Server account used must have read access to the tables in the database.

$COMPANY_ID$

This is seen on the Solomon login screen.

$LEDGERID$

This is usually "ACTUAL".

$BEGINNING_BALANCE_ACCT$

This is the GL account used for carry over balances to start the fiscal year.

$FIN_ACCT_ADV_SUFFIX$
$ADVANCE_ACCT_PREFIX$

These placeholders may be left blank. However, if you'd like for their to appear to be sub accounts (Responsiblity Centers) for advances, then you may fill in these placeholders. For example, if there were a sub account "1000", you could have a sub account also appear to TntMPD.DataServer as "1000-Advances", and this newly generated (fake) account would contain transactions related to advances for sub account "1000".

If you prefer English, you could set $FIN_ACCT_ADV_SUFFIX$ to "Advances". Feel free to set this to whatever makes the most sense in your organization.

$ADVANCE_ACCT_PREFIX$ is whatever prefix would define the GL account account(s) for advance transactions. (In Campus Crusade for Christ, this would typically be "12".)

What do all the placeholders in the Solomon IV 4.x data source template mean?

Troy Wolbrink — Mon, 14 Sep 2009 18:02:00 GMT
Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2009 6:02:00 PM

TntMPD.DataServer includes a template to support Microsoft's Solomon accounting system. Using this template, you simply need to fill out a few placeholders, and you're up and running quickly. To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.

$SERVER$
$APP_DATABASE$
$LOGIN$
$PASSWORD$

These placeholders are used to establish a connection to SQL Server. Provide the server name and the name of the Solomon application database, as well as the SQL Server login and password. To test this, use SQL Server Management Studio. The $LOGIN$ should not be confused with a Solomon login which has nothing to do with a SQL Server login. The SQL Server account used must have read access to the tables in the database.

$COMPANY_ID$

This is seen on the Solomon login screen.

$LEDGERID$

This is usually "ACTUAL".

$BEGINNING_BALANCE_ACCT$

This is the GL account used for carry over balances to start the fiscal year.

$FIN_ACCT_ADV_SUFFIX$
$ADVANCE_ACCT_PREFIX$

These placeholders may be left blank. However, if you'd like for their to appear to be sub accounts (Responsiblity Centers) for advances, then you may fill in these placeholders. For example, if there were a sub account "1000", you could have a sub account also appear to TntMPD.DataServer as "1000-Advances", and this newly generated (fake) account would contain transactions related to advances for sub account "1000".

If you prefer English, you could set $FIN_ACCT_ADV_SUFFIX$ to "Advances". Feel free to set this to whatever makes the most sense in your organization.

$ADVANCE_ACCT_PREFIX$ is whatever prefix would define the GL account for advance transactions. (In Campus Crusade for Christ, this would typically be "12".)