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
Administrative Access
Administrative Access
- Administrator or System Manager role in DonorPerfect
- Permission to manage API keys and system integrations
- Access to GL code configuration
API Access
API Access
- DonorPerfect Online subscription with API access enabled
- Valid API key with appropriate permissions
- Understanding of your DonorPerfect database structure
Data Structure
Data Structure
- Active donor profiles with valid email addresses
- Configured GL codes for fund management
- Established gift and pledge tracking systems
WeGive Requirements
Account Access
Account Access
- WeGive organization account with admin privileges
- Access to the WeGive Dashboard integration settings
- Understanding of your WeGive fund and campaign structure
System Configuration
System Configuration
- Active donation processing capabilities
- Configured funds and campaign settings
- Proper donor profile management setup
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
Email Addresses
Email Addresses
- Donors must have valid email addresses for synchronization
- Duplicate email handling should be configured appropriately
- Email format validation is automatically applied
Fund Mapping
Fund Mapping
- GL codes should be properly configured in DonorPerfect
- WeGive funds should have clear naming conventions
- Consider creating dedicated codes for online gifts
Data Cleanup
Data Cleanup
- Review and clean duplicate donor records before integration
- Standardize address and contact information formatting
- Ensure campaign and fund structures are properly organized
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