Donor Data Mapping
Detailed field mapping for donor profiles between WeGive and DonorPerfect systems.
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
Contact Information
Phone Numbers
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
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
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
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 [email protected] 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
Related Documentation
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 [email protected].