Recurring Donation Mapping
Detailed field mapping for recurring donations and pledges between WeGive and DonorPerfect systems.
Recurring Donation Data Mapping
This document details how recurring donations and pledges are mapped between WeGive and DonorPerfect, including pledge creation, payment tracking, and schedule management.
DonorPerfect Table Reference
Primary Table: dppledge (Pledge Records)
WeGive Model: ScheduledDonation
Sync Direction: WeGive → DonorPerfect (Push Only)
Recurring Donation Overview
Integration Approach
Core Pledge Fields
Primary Identifiers
Financial Information
Amount and Payment Details
Amount Calculation: Includes processing fees in pledge amount, matching the total charged to donor.
| WeGive Field | DonorPerfect Field | Calculation | Notes |
|---|---|---|---|
amount + fees | @bill | (amount + fees) / 100 | Total pledge amount in dollars |
created_at | @gift_date | MM/DD/YYYY | Pledge creation date |
created_at | @start_date | MM/DD/YYYY | First payment date |
Amount Calculation Examples
Schedule and Frequency
Gift Narrative and Description
Automatic Description Generation
Payment Processing Integration
Individual Payment Tracking
Status Management
Data Flow Process
Pledge Creation Workflow
Scheduled Donation Setup
Donor sets up recurring gift in WeGive
Donor Validation
Verify donor exists in DonorPerfect (create if needed)
Pledge Record Creation
Create pledge record in DonorPerfect dppledge table
Payment Processing
First payment creates linked dpgift record
Ongoing Sync
Subsequent payments automatically link to pledge
Schedule Modification Handling
API Operations
DonorPerfect Pledge Creation
Query Operations
Error Handling
Common Pledge Sync Issues
Pledge Dependencies: Pledges require valid donor records and fund GL codes before creation.
| Error Type | Cause | Resolution |
|---|---|---|
| Invalid Donor | Donor doesn’t exist in DonorPerfect | Auto-create donor, retry pledge |
| Invalid Amount | Negative or zero pledge amount | Skip creation, log error |
| Date Format | Invalid start/gift date format | Correct format, retry |
| Duplicate Pledge | Pledge already exists for donor | Update existing pledge |
| API Timeout | DonorPerfect API unavailable | Retry with backoff delay |
Payment Processing Errors
Sync Configuration
Recurring Donation Settings
Performance Considerations
Pledge Management
- Efficient pledge creation and updates
- Batch processing for multiple changes
- Automatic status synchronization
- Optimized query performance
Payment Integration
- Real-time payment-to-pledge linking
- Automatic gift record creation
- Status updates for payment outcomes
- Comprehensive error handling
Data Quality and Validation
Pre-Sync Validation
Monitoring and Reporting
Limitations and Considerations
Known Limitations
Important Limitations:
Best Practices
Plan Pledge Structure
Design recurring giving programs with DonorPerfect limitations in mind
Monitor Payment Success
Regularly review payment processing and pledge status
Handle Modifications Carefully
Test schedule changes to ensure proper sync behavior
Maintain Data Quality
Keep donor and fund information accurate and up-to-date
Troubleshooting
Common Recurring Donation Issues
Related Documentation
Transaction Mapping
How individual payments link to pledges
Donor Mapping
Donor record requirements for pledges
Fund Management
GL code setup for recurring gifts
Configuration Guide
Configure recurring donation sync settings
For additional help with recurring donation mapping, contact our support team at [email protected].