Skip to content How Do I Set up the WinRed 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.
WinRed integrates directly with ISP, allowing you to have the information from your WinRed account transfer directly into your ISP account.
1. Under the Integrations tab, select Add/Remove
2. Locate the WinRed integration in the Available section
3. Click the integration to install it
After you have completed the setup process on ISP’s side, head over to your WinRed account.
1. Log in to your WinRed account at portal.winred.com
2. Navigate to Utilities, then select the Integrations tab
3. Click ISP
4. Enter your Integration name, any notes, your ISP account name, and toggle the Integration Status to On. Click Save.
2. Navigate to Utilities, then select the Integrations tab
3. Click ISP
4. Enter your Integration name, any notes, your ISP account name, and toggle the Integration Status to On. Click Save.
Once the integration is set up, the system will automatically create a WinRed organization record in the account with WinRed’s details.
When new donations are processed, we pull that data from WinRed via an API. If it is a recurring monthly donation, WinRed 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 support any sort of pre-entry because recurring donations sometimes fail or are canceled.
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