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DonorPerfect Integration Configuration

Configure your DonorPerfect integration settings to control how data synchronizes between WeGive and DonorPerfect. These settings allow you to customize the integration behavior to match your organization’s needs.

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Access Configuration Settings

  1. Log into your WeGive Dashboard
  2. Navigate to Settings > Integrations
  3. Select DonorPerfect Integration
  4. Configure your sync preferences and credentials

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Basic Configuration

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API Credentials

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api_key
string
required

Your DonorPerfect API key for authentication

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instance_url
string

Custom DonorPerfect server URL (optional - defaults to production endpoint)

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Integration Status

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enabled
boolean
default:"false"

Master switch to enable or disable the entire integration

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Synchronization Settings

Control which data types are synchronized between WeGive and DonorPerfect:

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Donor Management

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track_donors
boolean
default:"true"

Sync Donor Profiles

Synchronizes individual and organizational donor information including:

  • Contact information (name, email, phone)
  • Mailing addresses
  • Donor type (individual vs. organization)
  • Custom profile fields
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crm_sync
boolean
default:"true"

CRM Synchronization

Enables comprehensive donor relationship management sync:

  • Donor profile updates
  • Contact preference management
  • Communication history tracking

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Transaction Processing

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track_donations
boolean
default:"true"

Sync Donations

Synchronizes transaction data including:

  • One-time donations
  • Payment processing details
  • Fund/GL code attribution
  • Anonymous gift handling
  • Tribute and memorial gifts

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Recurring Giving

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track_recurring_donations
boolean
default:"true"

Sync Recurring Donations

Manages recurring giving programs:

  • Pledge creation and updates
  • Scheduled donation tracking
  • Payment frequency management
  • Recurring gift modifications

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Campaign Tracking

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track_campaigns
boolean
default:"true"

Sync Campaigns

Maintains campaign attribution:

  • Fund designation mapping
  • GL code synchronization
  • Campaign performance tracking
  • Donation source attribution

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Advanced Settings

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Bidirectional Sync

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two_way_sync
boolean
default:"true"

Two-Way Synchronization

Controls the direction of data flow:

  • Enabled: Data syncs both ways (WeGive ↔ DonorPerfect)
  • Disabled: Data only flows from WeGive to DonorPerfect

Important: Disabling two-way sync means updates made in DonorPerfect will not appear in WeGive. This setting is typically used when WeGive is the primary donation platform.

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Sync Timing

The integration performs automatic synchronization at regular intervals:

  • Real-time: Critical updates (new donations) sync immediately
  • Scheduled: Bulk data updates occur every 15 minutes
  • Manual: Force sync available through the dashboard

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Data Mapping Customization

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Standard Field Mapping

The integration includes predefined mappings for common fields:

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Custom Field Support

Custom Fields: Contact support at [email protected] to configure custom field mappings specific to your DonorPerfect setup.

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Error Handling and Monitoring

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Automatic Error Recovery

  • Retry Logic: Failed sync attempts are automatically retried
  • Error Logging: All sync issues are logged for troubleshooting
  • Status Monitoring: Real-time sync status available in dashboard

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Sync Status Indicators

StatusDescriptionAction Required
✅ ActiveIntegration running normallyNone
⚠️ WarningMinor issues detectedReview error logs
❌ ErrorSync failures occurringCheck configuration
⏸️ PausedIntegration temporarily disabledResume when ready

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Data Validation Rules

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Donor Requirements

  • Email Address: Required for donor synchronization
  • Name Fields: First and last name required for individuals
  • Organization Name: Required for organizational donors

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Transaction Validation

  • Amount Limits: Minimum and maximum donation amounts
  • Fund Validation: GL codes must exist in DonorPerfect
  • Date Formatting: Automatic date format conversion

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Data Quality Checks

  • Duplicate Detection: Prevents duplicate donor records
  • Format Validation: Ensures data meets DonorPerfect requirements
  • Required Fields: Validates all mandatory fields before sync

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Testing and Validation

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Configuration Testing

Before enabling the integration:

  1. Test API Connection: Verify credentials and connectivity
  2. Sample Data Sync: Test with a small dataset first
  3. Field Mapping Review: Confirm all fields map correctly
  4. Error Handling: Test error scenarios and recovery

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Go-Live Checklist

1

Verify API Credentials

Confirm DonorPerfect API key is valid and has proper permissions

2

Configure Sync Settings

Set appropriate sync preferences for your organization

3

Test Data Flow

Perform test transactions to verify data synchronization

4

Monitor Initial Sync

Watch for any errors during the first full synchronization

5

Enable Full Integration

Turn on all sync settings and begin normal operations

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Troubleshooting Common Issues

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API Connection Problems

  • Invalid API Key: Verify key is correct and active
  • Permission Issues: Ensure API key has required permissions
  • Network Connectivity: Check firewall and network restrictions

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Data Sync Issues

  • Missing Donors: Check email address requirements
  • Fund Mapping Errors: Verify GL codes exist in DonorPerfect
  • Duplicate Records: Review duplicate detection settings

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Next Steps

Data Mapping Guide

Learn how data is mapped between WeGive and DonorPerfect

Integration Nuances

Understand platform-specific behaviors and limitations

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Support

Need help with configuration? Contact our support team at [email protected] for assistance with setup and troubleshooting.