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Donorfy Data Service (OData)

Learn how to securely access Donorfy data using OData.

Cristina Gruita avatar
Written by Cristina Gruita
Updated yesterday

The Donorfy Data Service provides secure, direct access to your Donorfy data using OData. This allows you to connect external reporting tools—such as Excel, Power BI, or Tableau—to your live Donorfy dataset for analysis and custom reporting.

⚠️Important:

  • The data API Odata link is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.

  • You must have permission to use the Donorfy Data Service in your user profile.


Enable and Connect to the Data Service

  1. Locate your System API Key in your Donorfy settings.

  2. Build your OData link using the following format:
    https://data.donorfy.com/odata/<your API key>
    For example, if your API key is abcdefgh, your data link is:
    https://data.donorfy.com/odata/abcdefgh.

  3. Open your reporting tool (e.g., Excel or Tableau) and enter the OData link when prompted.

  4. Log in using your Donorfy username and password.

  5. Confirm that your user account has permission to access the Donorfy Data Service.


Available Data Sources

You can connect to the following data sets through the OData service:

Data Source

Description

Activities

Includes all activity records.

Constituents

Basic constituent information, including major giving details, default contact information, and financial summary.

ConstituentTags

Active and excluded tags assigned to constituents.

Recurring Payment Instructions

Details about active or historical recurring payment instructions.

Transactions

All transaction information, including payment data.

Campaigns

Information about campaign records.

Opportunities

Opportunity details, including pledge summaries.

Stats

High-level summary statistics, available day-by-day, to track trends such as constituent growth over time.

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