Donor Data Mapping

This document provides comprehensive field mapping details for donor profiles between WeGive and DonorPerfect. The integration supports both individual donors and organizational donors with automatic type detection.

DonorPerfect Table Reference

Primary Table: dp (Donor Profile)
WeGive Model: DonorProfile
Sync Direction: Bidirectional (WeGive ↔ DonorPerfect)

Core Identity Fields

Primary Keys and Identification

WeGive Field	DonorPerfect Field	Type	Notes
`dp_id`	`@donor_id`	Integer	Auto-generated DonorPerfect ID
`email_1`	`@email`	String	Primary matching field for imports
`id`	`user_id`	String	Always set to “WeGive” for tracking

Email Requirement: Donors must have valid email addresses to sync. Records without emails are skipped during import.

Personal Information

Name Fields

Individual Donors

For donors with donor_type = 'individual':

WeGive Field	DonorPerfect Field	Type	Max Length	Required
`first_name`	`@first_name`	String	50	Yes
`last_name`	`@last_name`	String	50	Yes
`middle_name`	Not mapped	String	-	No

DonorPerfect Type: Set to 'IN' (Individual)

Organizational Donors

For donors with donor_type = 'organization':

WeGive Field	DonorPerfect Field	Type	Max Length	Required
`organization_name`	`@last_name`	String	50	Yes
`first_name`	`@first_name`	String	50	No

DonorPerfect Type: Set to 'CO' (Company/Organization)

Contact Information

Phone Numbers

Phone Field Mapping

WeGive Field	DonorPerfect Field	Type	Format	Notes
`mobile_phone`	`@mobile_phone`	String	Digits only	Primary mobile number
`home_phone`	`@home_phone`	String	Digits only	Residential phone
`office_phone`	`@business_phone`	String	Digits only	Work/business phone
`fax`	`@fax_phone`	String	Digits only	Fax number

Phone Number Processing

Automatic Formatting:

Strips all non-digit characters
Validates US phone number format
Handles international numbers as-is
Empty fields sync as null/empty

Email Addresses

WeGive Field	DonorPerfect Field	Type	Validation	Notes
`email_1`	`@email`	String	Email format	Primary email, required for sync
`email_2`	Not mapped	String	-	Secondary emails not synced

Address Information

Mailing Address Mapping

The integration maps the primary mailing address from WeGive to DonorPerfect:

WeGive Field	DonorPerfect Field	Type	Max Length	Notes
`mailingAddress.address_1`	`@address`	String	50	Primary address line
`mailingAddress.address_2`	`@address2`	String	50	Secondary address line
`mailingAddress.city`	`@city`	String	30	City name
`mailingAddress.state`	`@state`	String	2	State/province code
`mailingAddress.zip`	`@zip`	String	20	Postal/ZIP code
`mailingAddress.country`	`@country`	String	3	Always set to “US”

Country Limitation: The integration currently hardcodes country as “US” due to DonorPerfect configuration. International addresses sync with country field as “US” but retain original address information.

Address Validation

Address Processing Rules

Automatic Handling:

Long address lines are truncated to field limits
Empty address components sync as null
Address standardization applied where possible
Full address required for complete sync

Missing Address Handling

Partial Address Sync:

Donors without complete addresses still sync
Available address components are mapped
Missing fields left empty in DonorPerfect
No validation errors for incomplete addresses

Data Flow Patterns

WeGive to DonorPerfect (Export)

Donor Creation

New WeGive donors automatically create DonorPerfect records

Profile Updates

Changes to WeGive donor profiles sync to DonorPerfect

Type Detection

Donor type (individual vs. organization) automatically mapped

ID Assignment

DonorPerfect assigns new donor ID, stored back in WeGive

DonorPerfect to WeGive (Import)

Email Matching

Existing DonorPerfect donors matched by email address

Profile Import

Contact and address information imported to WeGive

Type Mapping

DonorPerfect donor types converted to WeGive format

Relationship Linking

DonorPerfect ID stored for future synchronization

API Operations

DonorPerfect API Actions

Create/Update Donor

Action: dp_savedonorRequired Parameters:

@donor_id (for updates, empty for new)
@first_name and @last_name (individuals)
@last_name (organizations)
@email (required)
@donor_type (‘IN’ or ‘CO’)
@user_id (set to “WeGive”)

Query Donors

SQL Query Example:

SELECT donor_id, first_name, last_name, email, 
       address, city, state, zip, mobile_phone, home_phone
FROM dp 
WHERE email IS NOT NULL 
  AND email != ''
  AND created_date >= 'YYYY-MM-DD'
ORDER BY donor_id

Error Handling

Common Error Scenarios:

Error Type	Cause	Resolution
Missing Email	Donor has no email address	Skip record, log warning
Invalid Email	Email format validation fails	Correct format and retry
Duplicate Email	Email already exists in DonorPerfect	Update existing record
Field Too Long	Text exceeds DonorPerfect limits	Truncate and sync
API Timeout	Large batch processing	Reduce batch size, retry

Data Quality Considerations

Best Practices

Before Sync

Validate all email addresses
Standardize name formatting
Clean duplicate records
Review address information

Ongoing Maintenance

Monitor sync error logs
Update invalid email addresses
Resolve duplicate conflicts
Maintain address accuracy

Data Validation Rules

Required Field Validation

Before Sync Checks:

Email address format and uniqueness
Name fields populated appropriately
Donor type correctly identified
Required fields not empty

Data Quality Checks

Automatic Corrections:

Email format standardization
Phone number cleaning
Name case correction
Address standardization

Sync Status and Monitoring

Integration Status Fields

WeGive Field	Purpose	Values
`dp_id`	DonorPerfect donor ID	Integer or null
`synced_at`	Last sync timestamp	DateTime or null
`sync_status`	Current sync state	’pending’, ‘synced’, ‘error’

Monitoring Dashboard

The WeGive Dashboard provides real-time sync status:

Sync Success Rate: Percentage of successful donor syncs
Error Summary: Common error types and counts
Last Sync Time: Most recent successful synchronization
Pending Records: Number of donors awaiting sync

Advanced Configuration

Custom Field Mapping

Custom Fields: Standard integration includes core fields. Contact support@wegive.com to configure custom field mappings specific to your DonorPerfect setup.

Selective Sync Options

Configure which donor data synchronizes:

New Donors Only: Sync only newly created donors
All Updates: Sync all donor profile changes
Contact Info Only: Sync contact details, skip address
Custom Filter: Define specific sync criteria

Troubleshooting

Common Issues

Donors Not Syncing

Possible Causes:

Missing or invalid email addresses
Donor sync disabled in configuration
API authentication issues
DonorPerfect permissions problems

Solutions:

Verify email address validity
Check integration configuration
Test API credentials
Review DonorPerfect user permissions

Duplicate Donor Records

Possible Causes:

Multiple donors with same email
Case sensitivity in email matching
Previous sync interruptions

Solutions:

Clean duplicate emails before sync
Review email standardization
Re-sync with cleaned data

Address Information Missing

Possible Causes:

Incomplete address data in WeGive
Field length limitations in DonorPerfect
Address validation failures

Solutions:

Complete address information
Review field length limits
Manually correct problematic addresses

Transaction Mapping

Learn how donor transactions are mapped

Configuration Guide

Configure donor sync settings

For additional help with donor data mapping, contact our support team at support@wegive.com.

​Donor Data Mapping

​DonorPerfect Table Reference

​Core Identity Fields

​Primary Keys and Identification

​Personal Information

​Name Fields

​Contact Information

​Phone Numbers

​Email Addresses

​Address Information

​Mailing Address Mapping

​Address Validation

​Data Flow Patterns

​WeGive to DonorPerfect (Export)

​DonorPerfect to WeGive (Import)

​API Operations

​DonorPerfect API Actions

​Error Handling

​Data Quality Considerations

​Best Practices

Before Sync

Ongoing Maintenance

​Data Validation Rules

​Sync Status and Monitoring

​Integration Status Fields

​Monitoring Dashboard

​Advanced Configuration

​Custom Field Mapping

​Selective Sync Options

​Troubleshooting

​Common Issues

​Related Documentation

Transaction Mapping

Configuration Guide

Donor Data Mapping

DonorPerfect Table Reference

Core Identity Fields

Primary Keys and Identification

Personal Information

Name Fields

Contact Information

Phone Numbers

Email Addresses

Address Information

Mailing Address Mapping

Address Validation

Data Flow Patterns

WeGive to DonorPerfect (Export)

DonorPerfect to WeGive (Import)

API Operations

DonorPerfect API Actions

Error Handling

Data Quality Considerations

Best Practices

Data Validation Rules

Sync Status and Monitoring

Integration Status Fields

Monitoring Dashboard

Advanced Configuration

Custom Field Mapping

Selective Sync Options

Troubleshooting

Common Issues

Related Documentation