Help
Everything you need to set up Tidyfield Donor Sync and understand its tabs.
Getting started
Make your copy, allow the script, connect a platform and sync.
Google's warning
Why Google says the app is unverified, and what the script can access.
Connect Zeffy
Create a Zeffy API key and what Donor Sync reads.
Connect Givebutter
Create a Givebutter API key and what Donor Sync reads.
Connect Donorbox
Turn on Donorbox API access and connect.
Import a CSV file
Bring in gifts from PayPal, Stripe, a bank or an old spreadsheet.
The tabs and reports
What every tab shows and how retention and segments are worked out.
Automatic sync
Hourly, every 6 hours or daily, and emails when it fails.
Trial and license
Enter, move or remove a license key.
Updating to a new version
Move to a fresh copy when a new version comes out.
Troubleshooting
Messages you might see and what to do.
Stop or remove
Turn off syncing, remove keys, delete data.