Users who want to be able to sync their Gmail communication with DonorView can navigate to Workspace > CRM > Outlook/Gmail Integration. If this is your first time visiting this page you will be prompted with a “Let’s Get Started!” message where you can select which email client you wish to integrate with and be taken to the instructions to setup that connection.
Watch the video on how to connect your Gmail account to DonorView.
There are two ways to install the Google Add-on.
Option 1) Google Workspace for Business
If your organization uses Google Workspace (formerly G Suite) for business, you'll quickly install add-ons for all your employees.
Option 2 ) Single Account Installation
1. Make sure you are signed into the Google account you would like to install the add-on.
2. Download the DonorView Gmail Add-on then install the DonorView Add-on.
3. If you need to uninstall the DonorView Add-on, go to DonorView Gmail Add-on and click Uninstall.
2. Download the DonorView Gmail Add-on then install the DonorView Add-on.
3. If you need to uninstall the DonorView Add-on, go to DonorView Gmail Add-on and click Uninstall.
4. Get Registration key from inside your DonorView account under Actions > Download Gmail Add-In and copy and paste the key into Gmail.
NOTE: If the registration key is not shown, contact DonorView support to enable the integration.