How to set up Integration with Anedot:
1. Go to the System tab (the GEAR ICON), then to Integrations.
2. On the Manage Integrations screen, you will see a list of existing integrations in two sections: Installed and Available.
3. Locate the Anedot integration in the Available section, then click on it. It will then shift to the Installed section.
4. Now that everything is set up in ISP, you will need to set up the integration in Anedot as well. You can find information about that in their help file.
(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 the top left of your screen next to the text ISP:)
Once you’ve completed the process in both ISP and Anedot, the integration will be set up.
Once the integration is set up, the system will automatically create an Anedot organization record in the account with Anedot’s details.
Now, your donation data from Anedot will be automatically sent to your Pending Imports on your Dashboard. For more information on what steps to take with the data in Pending Imports, click here.
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.