Configuration Options
DonorPerfect Integration Configuration
Configure your DonorPerfect integration settings to control how data synchronizes between WeGive and DonorPerfect. These settings allow you to customize the integration behavior to match your organization’s needs.
Access Configuration Settings
- Log into your WeGive Dashboard
- Navigate to Settings > Integrations
- Select DonorPerfect Integration
- Configure your sync preferences and credentials
Basic Configuration
API Credentials
api_key · string · required
Your DonorPerfect API key for authentication
instance_url · string
Custom DonorPerfect server URL (optional - defaults to production endpoint)
Integration Status
enabled · boolean · default: false
Master switch to enable or disable the entire integration
Synchronization Settings
Control which data types are synchronized between WeGive and DonorPerfect:
Donor Management
track_donors · boolean · default: true
Sync Donor Profiles
Synchronizes individual and organizational donor information including:
- Contact information (name, email, phone)
- Mailing addresses
- Donor type (individual vs. organization)
- Custom profile fields
crm_sync · boolean · default: true
CRM Synchronization
Enables comprehensive donor relationship management sync:
- Donor profile updates
- Contact preference management
- Communication history tracking
Transaction Processing
track_donations · boolean · default: true
Sync Donations
Synchronizes transaction data including:
- One-time donations
- Payment processing details
- Fund/GL code attribution
- Anonymous gift handling
- Tribute and memorial gifts
Recurring Giving
track_recurring_donations · boolean · default: true
Sync Recurring Donations
Manages recurring giving programs:
- Pledge creation and updates
- Scheduled donation tracking
- Payment frequency management
- Recurring gift modifications
Campaign Tracking
track_campaigns · boolean · default: true
Sync Campaigns
Maintains campaign attribution:
- Fund designation mapping
- GL code synchronization
- Campaign performance tracking
- Donation source attribution
Advanced Settings
Bidirectional Sync
two_way_sync · boolean · default: true
Two-Way Synchronization
Controls the direction of data flow:
- Enabled: Data syncs both ways (WeGive ↔ DonorPerfect)
- Disabled: Data only flows from WeGive to DonorPerfect
Sync Timing
The integration performs automatic synchronization at regular intervals:
- Real-time: Critical updates (new donations) sync immediately
- Scheduled: Bulk data updates occur every 15 minutes
- Manual: Force sync available through the dashboard
Data Mapping Customization
Standard Field Mapping
The integration includes predefined mappings for common fields:
Donor Information
- Name Fields: First name, last name, middle name
- Contact Details: Email, phone numbers, addresses
- Donor Type: Individual vs. organizational classification
Transaction Data
- Amount Processing: Automatic conversion between cents and dollars
- Fund Attribution: GL code mapping and fund designation
- Payment Details: Processing dates, methods, and status
Recurring Gifts
- Frequency Mapping: Monthly, quarterly, annual schedules
- Pledge Tracking: Start dates, amounts, and payment schedules
- Status Management: Active, paused, and completed pledges
Custom Field Support
Error Handling and Monitoring
Automatic Error Recovery
- Retry Logic: Failed sync attempts are automatically retried
- Error Logging: All sync issues are logged for troubleshooting
- Status Monitoring: Real-time sync status available in dashboard
Sync Status Indicators
| Status | Description | Action Required |
|---|---|---|
| ✅ Active | Integration running normally | None |
| ⚠️ Warning | Minor issues detected | Review error logs |
| ❌ Error | Sync failures occurring | Check configuration |
| ⏸️ Paused | Integration temporarily disabled | Resume when ready |
Data Validation Rules
Donor Requirements
- Email Address: Required for donor synchronization
- Name Fields: First and last name required for individuals
- Organization Name: Required for organizational donors
Transaction Validation
- Amount Limits: Minimum and maximum donation amounts
- Fund Validation: GL codes must exist in DonorPerfect
- Date Formatting: Automatic date format conversion
Data Quality Checks
- Duplicate Detection: Prevents duplicate donor records
- Format Validation: Ensures data meets DonorPerfect requirements
- Required Fields: Validates all mandatory fields before sync
Testing and Validation
Configuration Testing
Before enabling the integration:
- Test API Connection: Verify credentials and connectivity
- Sample Data Sync: Test with a small dataset first
- Field Mapping Review: Confirm all fields map correctly
- Error Handling: Test error scenarios and recovery
Go-Live Checklist
- Verify API Credentials
- Confirm DonorPerfect API key is valid and has proper permissions
- Configure Sync Settings
- Set appropriate sync preferences for your organization
- Test Data Flow
- Perform test transactions to verify data synchronization
- Monitor Initial Sync
- Watch for any errors during the first full synchronization
- Enable Full Integration
- Turn on all sync settings and begin normal operations
Troubleshooting Common Issues
API Connection Problems
- Invalid API Key: Verify key is correct and active
- Permission Issues: Ensure API key has required permissions
- Network Connectivity: Check firewall and network restrictions
Data Sync Issues
- Missing Donors: Check email address requirements
- Fund Mapping Errors: Verify GL codes exist in DonorPerfect
- Duplicate Records: Review duplicate detection settings
Next Steps
Support
Need help with configuration? Contact our support team at support@wegive.com for assistance with setup and troubleshooting.