A Datasource connects AmpliPhi to your CRM and provides the data used to build Channels and Segmentations.
Each time you connect AmpliPhi to a new CRM, a corresponding datasource is created for your organization. Once configured, a datasource only needs to be set up once.
Connecting a Datasource
All datasources can be managed from Organization Settings > Datasources.
To add a new datasource:
Click on + Add Datasource.
Select the Connect button of the CRM you want to add.
Complete the authorization process. (Note: steps may vary depending on the CRM. Detailed instructions for each supported CRM are available below.)
After a datasource is successfully added, it will appear in your datasources table.
Raiser's Edge NXT
Connect to the AmpliPhi Segment App through the Blackbaud Marketplace by clicking Connect and following the prompts.
Important:
To use all AmpliPhi features, your Raiser’s Edge NXT account must also have Read, Write, and Delete permissions.
Still Have Questions?
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