DonorPerfect Integration Overview
Connect WeGive with DonorPerfect to automatically sync donor data, transactions, and recurring donations between platforms.
DonorPerfect Integration Overview
WeGive’s DonorPerfect integration provides seamless, bidirectional synchronization between your WeGive donation platform and DonorPerfect donor management system. This integration ensures your donor data, transactions, and recurring donations remain consistent across both platforms.
Key Features
Bidirectional Data Sync
- Two-way synchronization between WeGive and DonorPerfect
- Real-time updates ensure data consistency across platforms
- Selective sync options allow you to control which data types are synchronized
Comprehensive Data Coverage
- Donor/Constituent Management: Individual and organization profiles
- Transaction Processing: One-time and recurring donations
- Fund Management: Automatic GL code synchronization
- Campaign Tracking: Complete donation attribution
Smart Data Handling
- Incremental syncing for efficient data transfer
- Duplicate prevention to maintain clean databases
- Anonymous gift support respects donor privacy preferences
- Error handling and monitoring ensures reliable operation
Integration Benefits
Streamlined Operations
Eliminate manual data entry between systems and reduce administrative overhead
Data Consistency
Ensure donor information and transaction records are always synchronized
Enhanced Reporting
Access comprehensive donation data across both platforms for better insights
Donor Experience
Provide seamless giving experiences while maintaining complete records
Supported Data Types
The integration synchronizes the following data types:
- Donors: Individual and organizational donor profiles
- Transactions: One-time donations and payments
- Recurring Donations: Pledge and scheduled giving programs
- Funds: GL codes and fund designations
- Campaigns: Donation attribution and tracking
How It Works
- Setup: Configure API credentials and sync preferences
- Data Mapping: Automatic field mapping between WeGive and DonorPerfect
- Synchronization: Real-time or scheduled data updates
- Monitoring: Built-in error handling and sync status tracking
Getting Started
Ready to connect WeGive with DonorPerfect? Follow our step-by-step guides:
Setup Requirements
Learn about prerequisites and configuration needs
Data Mapping
Understand how data flows between systems
Support
Need assistance with your DonorPerfect integration? Contact our support team at [email protected] for help with setup, troubleshooting, or customization questions.