How Do I Set up the Anedot Integration?
Our integration partners sometimes make updates to their system that we are unaware of. If the steps provided in our help file don’t match what you see on their site, please contact our support team and we will assist you in getting the integration properly set up.
Anedot is a donation platform that provides tools to raise more money including one click Instant Donations, customizable recurring options, post-donation upsells, donor recovery, and more. When integrated with ISP, you’ll be able to receive donor data and information quickly.
Setting up the Anedot integration in ISP happens in two stages, first within ISP, then the process is completed in your Anedot account.
When new donations are processed, we pull that data from Anedot via an API. If it is a recurring monthly donation, Anedot will provide us with the new donation each month. From our standpoint, nothing in the information we receive indicates it being recurring. We also don’t allow for any sort of pre-entry because recurring donations sometimes fail or are canceled.
1. Under the Integrations tab, click Add/Remove Integrations.
2. On the resulting Integrations screen, you will see a list of existing integrations in two sections: Installed and Available.
3. Locate and click the Anedot integration in the Available section. It will then shift to the Installed section.
At this point, log into your Anedot account and complete the process there. This help file will walk you through the process on the Anedot site.
(NOTE: You will need your ISP Account Name to complete the integration on Anedot. Make sure to use your short account name. That’s the name in all caps the top left of your screen next to https://ispolitical.com/pending-imports/he text ISP. However, you will not need to enter the account name in all caps.)
Once you’ve completed the process in both ISP and Anedot, the integration will be set up. The system will now automatically create an Anedot organization record in the account with Anedot’s details and your donation data from Anedot will be automatically sent to your Pending Imports on your Dashboard.
Below are two potential issues you may encounter and how to correct them. If your issue is not mentioned here, please contact Support.
1. My donors are coming through but not the Occupation/Employer information.
In Anedot, there are ways to set up Custom Fields for the form. However, if there are issues with the set up, it can cause information to not be sent over to ISP. Fortunately, Anedot also has built in Occupation/Employer fields for forms. If you used Custom Fields for Occupation/Employer and this info is not coming over to ISP, remove the Custom Fields from the form and use the Anedot-built fields instead.
2. When an Anedot deposit is imported, it makes two entries for the same deposit.
It’s possible there are two ISP connections in Anedot. This can cause items to come over twice. Access your Anedot account and review the connections, then delete the one not needed.
Campaign vs Action Pages
Anedot has two different types of integration pages: Action Pages and Campaign. As for functionality, Action Pages will contain more. However, we have no preference as to which one is used, as both integrate with ISP. You can use either or both. To be safe, we do suggest turning both integration options on.
Please note only Campaign Pages have a Push Unsent Donations option, which will push any historical data over to ISP.