How to Sign up and Integrate with DonorSearch
The DonorSearch module allows you to connect to your DonorSearch account. Once connected, contact records will have an icon appear that allows you to search for that contact on the DonorSearch site. Eleo will send over the following fields to DonorSearch if they are on file to increase the accuracy of the search:
• Account Number, Title, FirstName, Middle Name, Last Name, Suffix, Spouse, Address Type, Address Line #1, Address Line #2, City, State, Zip Code, and Phone Number.
• **Please note: if you have not yet selected your plan to integrate with DonorSearch, for either the Free Trial or the annual contract, you will be able to in Step 3 by clicking on ‘Sign Up’ as it will bring you to the screen below:
1) To integrate with DonorSearch, you must first go to Settings > System Settings. Turn on the DonorSearch Module tab by clicking on ‘Edit’, checking the DonorSearch Module box, and then pressing ‘Save’.
2) You will then have your DonorSearch Settings listed under the Settings tab. Click on this.
3) Click on Sign Up, and select your DonorSearch plan. Please ensure only one user signs up from your organization to ensure the correct API key gets connected. If you proceed with the annual contract after the Free Trial, we will update your database to reflect that you will be continuing with this integration. This is the preferred method as opposed to submitting a new sign-up form.
a. You may select your plan using this link, which is also where the Sign Up button leads to in your database: Click Here.
There are two available plan options for the integration with DonorSearch. There is the Free Trial version and the annual contract:
DonorSearch Free Trial:
• The Free Trial version allots 10 profile lookups within 30 days of the DonorSearch sign up.
• DonorSearch Free Trial accounts will have their integration turned off by DonorSearch after the 30-day time frame from the date of the sign up.
- After the DonorSearch Free Trial ends, the account stays active for 90 days.
- This allows you to select the annual contract version for continuing with the integration. We recommend contacting Support@EleoOnline.com if you would like to proceed with the annual contract nearing your DonorSearch Free Trial period end date to ensure a smooth transition.
- Eleo saves your username and password for DonorSearch. If needed, the Eleo Tech Team has the ability to retrieve this information for you.
• If you did not proceed with the annual contract after the Free Trial of DonorSearch initially, following 90 days, if you choose to come back and use DonorSearch, you will need to fill out a new DonorSearch form to sign-up for the annual contract.
DonorSearch Annual Contract:
• The annual contract with DonorSearch is currently available in a single annual payment of $240.00. This is special Eleo pricing.
• There is no monthly limit on lookups for the annual contract with DonorSearch, though it is important to note that beginning the day that you sign-up for this, you will be allotted 1,200 lookups for that year.
• You will be asked to pay the full amount for an annual contract upfront.
• If you choose to cancel your subscription with Eleo prior to your DonorSearch annual contract’s end date, the contract will still stand. This is because DonorSearch requires contracts, whereas Eleo does not. We recommend contacting DonorSearch regarding questions related to this.
- After selecting your plan, fill out your corresponding information, and proceed.
- Fill out the Client Information section, and select ‘Continue’:
Click on ‘Place Order’ to create an account.
You will come to this screen, confirming your order:
The email you receive will look like the screenshot below. If you did not receive this, please check your spam folder.
Click the 'Create User Account' link in your email to set up credentials.
Enter a Username and Password to complete the sign up.
- When creating an account, please note that an uppercase letter is required by DonorSearch. Certain special characters (Ex. the # symbol) are not accepted by Eleo.
4) Next, you will have fields in Eleo to enter your DonorSearch Username and Password. Fill your credentials out with your DonorSearch login information.
**NOTE: There is only one key given per organization. If you need to add it more than once for any reason, please contact Eleo Support for assistance. Also, it is important that you read the bold language listed below the ‘Key’ field as we ask that you please ensure that no other members at your organization have a current DonorSearch login before you proceed. If a second sign up occurs, it will reset your account and will require a new Key. If you signed up for an account, but did not receive your username and password, please call or email our Eleo Support Team.
5) Click on ‘Edit’.
6) Then change the dropdown from ‘No’ to ‘Yes’. Fill out your credentials and click on ‘Save’.
7) Click on ‘Authorize’ in the upper right-hand corner of the screen.
8) Your Settings should then show as ‘Connected’, and you are ready to use the integration.
9) When you go to a Contact Record, you will now see the DonorSearch icon at the top. Click on this to look this contact up in DonorSearch. Each click on this button is counted as one search. If you click on this button three times, on the same record, it will count as three searches.
a. You have now successfully setup and learned how to use the integration with DonorSearch!