Setup Requirements
Prerequisites and configuration steps needed to set up the WeGive DonorPerfect integration.
DonorPerfect Integration Setup Requirements
Before configuring the WeGive DonorPerfect integration, ensure you have the necessary permissions, credentials, and system requirements in place.
Prerequisites
DonorPerfect Requirements
WeGive Requirements
Required Information
Before starting the integration setup, gather the following information:
DonorPerfect Credentials
| Requirement | Description | Where to Find |
|---|---|---|
| API Key | Authentication key for DonorPerfect API access | DonorPerfect Admin > System Settings > API Keys |
| Instance URL | Your DonorPerfect server URL (optional) | Usually defaults to production endpoint |
| Database Structure | Understanding of custom fields and codes | DonorPerfect Admin > Field Setup |
Synchronization Preferences
Determine which data types you want to synchronize:
Donor Sync
Sync individual and organizational donor profiles
Transaction Sync
Sync one-time donations and payments
Recurring Donations
Sync pledge and scheduled giving data
Campaign Tracking
Sync campaign attribution and fund codes
Technical Considerations
Data Volume and Performance
Large Database Considerations: Organizations with extensive donor databases (10,000+ records) should plan for initial sync timing and potential performance impacts during the first synchronization.
- Initial Sync Time: Allow extra time for first-time data synchronization
- Ongoing Performance: Regular syncs are incremental and typically complete quickly
- Rate Limiting: DonorPerfect API has usage limits that are automatically managed
Data Quality Requirements
Security and Permissions
API Security
- Secure Storage: API keys are encrypted and securely stored
- Limited Scope: Integration only accesses necessary DonorPerfect functions
- Audit Trail: All sync activities are logged for monitoring
Data Privacy
- Anonymous Gifts: Respects donor privacy preferences
- Data Minimization: Only syncs necessary fields
- Compliance: Maintains GDPR and privacy regulation compliance
Getting Your API Key
To obtain your DonorPerfect API key:
- Log into DonorPerfect with administrator credentials
- Navigate to System Settings > Integration > API Management
- Generate a new API key with appropriate permissions
- Copy the API key for use in WeGive configuration
- Test the API key using DonorPerfect’s testing tools
API Key Permissions: Ensure your API key has permissions for donor management, gift processing, and code management functions.
Next Steps
Once you have gathered all required information and credentials:
Configuration Guide
Learn how to configure the integration in WeGive
Data Mapping
Understand how data is mapped between systems
Support
Need help with setup requirements or obtaining API access? Contact our support team at [email protected] for assistance.