Log in and click Settings in the Navigation. If you need help finding the settings area, please refer to the Getting Around article.
How to complete the NetFile integration:
- Scroll down and click green "Add" button next to NetFile
- Choose All Campaigns or a specific campaign, then add your NetFile Account, Username and Password
- Click Save
You have now successfully completed the integration.
If you have prior Anedot data, you may click the Push Unsent Donations button and it will push donations up to current.
Moving forward, all donation data will flow directly into your NetFile account.
Note: Anedot does not have a unique ID for all contributors, the “Merge Entities” data management function on NetFile may be need to be used to eliminate duplicate contributor entries.
Let us know if you have any other questions. (225) 250-1301 or firstname.lastname@example.org