What is DonorSearch?
How does the integration work?
There are two parts to the DonorSearch integration. The first level is an "authenticated linking" meaning that you put your DonorSearch username and password into the fields in LGL and a "DonorSearch" button will appear on constituent search results and constituent pages. Clicking this button will take you directly to DonorSearch so you can review a constituent/donor's details in your DonorSearch account.
The second level of integration is available when you have done a "screening" with DonorSearch and you have data you wish to upload into LGL. LGL and DonorSearch have generated a selection of custom fields that can be created in your LGL account to house current DonorSearch research data. Please contact email@example.com to request adding these fields to your account and allow for up to 3 business days from the day of your request for the process to be completed. This process works as follows:
- You will prepare an export from LGL with the consultation of DonorSearch. Be certain to include the LGL Constituent ID in that export in addition to any other fields they may need.
- When the screening has been completed, you will work with DonorSearch to import the data into your LGL account using the fields set up for you.
When LGL sets up the DonorSearch fields for you we a) create a new, defined, area in your constituent details view and b) add a pre-defined set of fields for you that will contain a single set of DonorSearch data. The below is what this looks like in an account:
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