This user guide explains how to integrate DonorSearch, a third-party platform that provides donor data for prospect research and wealth screening, with our product. Users can access DonorSearch data through our dashboard, which is delivered via an API integration. The available data fields include estimated capacity, historical gifts, largest gift, and real estate holdings. DonorSearch data is updated monthly, and expedited updates are available upon request. The integration provides valuable donor data that can enhance fundraising strategies, and users can contact their customer success manager for additional functionality or support.

This user guide explains how to integrate Momentum with Gmail, including the authentication process, required permissions, and functionalities. Momentum integrates with Gmail to record all emails sent to records that match a known record ID in your CRM. The synchronization of emails between Momentum and Gmail is nearly instantaneous, and drafts are not synchronized between the two systems. To complete the integration successfully, an individual with system administrator permissions in Gmail needs to grant the required permissions to Momentum's application.

This user guide provides detailed information on how to integrate Momentum with Microsoft 365 or Outlook, including the authentication process, required permissions, and functionalities. Momentum integrates with Outlook to record all emails sent to records that match a known record ID in your CRM. The synchronization of emails between the two platforms is nearly instantaneous, and drafts are not synchronized to ensure they remain distinct between the two systems.