Documentation

Connections

Connect Slack, Teams, Drive, OneDrive and your CRM

Plans: Slack, Microsoft Teams, Google Drive, OneDrive and webhooks on every plan, including Free. Salesforce and Raiser's Edge NXT import from Team; QuickBooks Online from Organization.

GrantCue sends alerts to Slack and Microsoft Teams, pulls documents from Google Drive and OneDrive, and posts events to your own tools through webhooks. On higher plans it also imports records from Salesforce, Raiser's Edge NXT and QuickBooks Online, read-only.

In the app: Settings > Integrations

Only admins can connect or disconnect an integration. Everyone else sees the status.

Available now

  • Slack posts grant alerts and deadlines to a channel. Choose Connect and approve the request in Slack.
  • Microsoft Teams sends notifications through an incoming webhook. In Teams, open the channel menu, choose Connectors, add Incoming Webhook and name it GrantCue. Paste its URL into GrantCue and choose Connect Teams. A test message confirms it.
  • Google Drive links and imports documents. Choose Connect and sign in with Google.
  • OneDrive imports documents into your applications. Choose Connect and sign in with Microsoft.
  • Webhooks, further down the same page, send events to your own tools.
  • Claude and ChatGPT add GrantCue from their own settings, not from this page, and search only public data; see Use GrantCue from Claude or ChatGPT.

Accounting and CRM connections

These read from your other systems and never write back. Below the Team plan the CRM imports show as locked, and QuickBooks Online appears only on the Organization plan and above.

  • QuickBooks Online (Organization plan and above) reads your grant spending, maps expenses to each award and reconciles budget against actual.
  • Salesforce and Raiser's Edge NXT imports (Team plan and above) bring in organizations, contacts, opportunities and awards. An admin reviews the mappings before GrantCue uses a record.

Importing from a spreadsheet instead

The Import page accepts a GrantHub export or a CSV file, lets you map the columns and shows a preview before anything is saved. It does not need a connected account.

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