Donor Data Mapping

Donor Data Mapping

This document provides comprehensive field mapping details for donor profiles between WeGive and DonorPerfect. The integration supports both individual donors and organizational donors with automatic type detection.

DonorPerfect Table Reference

Primary Table: dp (Donor Profile)
WeGive Model: DonorProfile
Sync Direction: Bidirectional (WeGive ↔ DonorPerfect)

Core Identity Fields

Primary Keys and Identification

WeGive Field	DonorPerfect Field	Type	Notes
dp_id	@donor_id	Integer	Auto-generated DonorPerfect ID
email_1	@email	String	Primary matching field for imports
id	user_id	String	Always set to “WeGive” for tracking

Caution

Email Requirement: Donors must have valid email addresses to sync. Records without emails are skipped during import.

Personal Information

Name Fields

Individual Donors

For donors with donor_type = 'individual':

WeGive Field	DonorPerfect Field	Type	Max Length	Required
first_name	@first_name	String	50	Yes
last_name	@last_name	String	50	Yes
middle_name	Not mapped	String	-	No

DonorPerfect Type: Set to 'IN' (Individual)

Organizational Donors

For donors with donor_type = 'organization':

WeGive Field	DonorPerfect Field	Type	Max Length	Required
organization_name	@last_name	String	50	Yes
first_name	@first_name	String	50	No

DonorPerfect Type: Set to 'CO' (Company/Organization)

Contact Information

Phone Numbers

Phone Field Mapping

WeGive Field	DonorPerfect Field	Type	Format	Notes
mobile_phone	@mobile_phone	String	Digits only	Primary mobile number
home_phone	@home_phone	String	Digits only	Residential phone
office_phone	@business_phone	String	Digits only	Work/business phone
fax	@fax_phone	String	Digits only	Fax number

Phone Number Processing

Automatic Formatting:

• Strips all non-digit characters
• Validates US phone number format
• Handles international numbers as-is
• Empty fields sync as null/empty

Email Addresses

WeGive Field	DonorPerfect Field	Type	Validation	Notes
email_1	@email	String	Email format	Primary email, required for sync
email_2	Not mapped	String	-	Secondary emails not synced

Address Information

Mailing Address Mapping

The integration maps the primary mailing address from WeGive to DonorPerfect:

WeGive Field	DonorPerfect Field	Type	Max Length	Notes
mailingAddress.address_1	@address	String	50	Primary address line
mailingAddress.address_2	@address2	String	50	Secondary address line
mailingAddress.city	@city	String	30	City name
mailingAddress.state	@state	String	2	State/province code
mailingAddress.zip	@zip	String	20	Postal/ZIP code
mailingAddress.country	@country	String	3	Always set to “US”

Note

Country Limitation: The integration currently hardcodes country as “US” due to DonorPerfect configuration. International addresses sync with country field as “US” but retain original address information.

Address Validation

Address Processing Rules

Automatic Handling:

• Long address lines are truncated to field limits
• Empty address components sync as null
• Address standardization applied where possible
• Full address required for complete sync

Missing Address Handling

Partial Address Sync:

• Donors without complete addresses still sync
• Available address components are mapped
• Missing fields left empty in DonorPerfect
• No validation errors for incomplete addresses

Data Flow Patterns

WeGive to DonorPerfect (Export)

1. Donor Creation
2. New WeGive donors automatically create DonorPerfect records
3. Profile Updates
4. Changes to WeGive donor profiles sync to DonorPerfect
5. Type Detection
6. Donor type (individual vs. organization) automatically mapped
7. ID Assignment
8. DonorPerfect assigns new donor ID, stored back in WeGive

DonorPerfect to WeGive (Import)

1. Email Matching
2. Existing DonorPerfect donors matched by email address
3. Profile Import
4. Contact and address information imported to WeGive
5. Type Mapping
6. DonorPerfect donor types converted to WeGive format
7. Relationship Linking
8. DonorPerfect ID stored for future synchronization

API Operations

DonorPerfect API Actions

Create/Update Donor

Action: dp_savedonor

Required Parameters:

• @donor_id (for updates, empty for new)
• @first_name and @last_name (individuals)
• @last_name (organizations)
• @email (required)
• @donor_type (‘IN’ or ‘CO’)
• @user_id (set to “WeGive”)

Query Donors

SQL Query Example:

SELECT donor_id, first_name, last_name, email,
       address, city, state, zip, mobile_phone, home_phone
FROM dp
WHERE email IS NOT NULL
  AND email != ''
  AND created_date >= 'YYYY-MM-DD'
ORDER BY donor_id

Error Handling

Caution

Common Error Scenarios:

Error Type	Cause	Resolution
Missing Email	Donor has no email address	Skip record, log warning
Invalid Email	Email format validation fails	Correct format and retry
Duplicate Email	Email already exists in DonorPerfect	Update existing record
Field Too Long	Text exceeds DonorPerfect limits	Truncate and sync
API Timeout	Large batch processing	Reduce batch size, retry

Data Quality Considerations

Best Practices

Before Sync

• Validate all email addresses
  • Standardize name formatting
  • Clean duplicate records
  • Review address information

Ongoing Maintenance

• Monitor sync error logs
  • Update invalid email addresses
  • Resolve duplicate conflicts
  • Maintain address accuracy

Data Validation Rules

Required Field Validation

Before Sync Checks:

• Email address format and uniqueness
• Name fields populated appropriately
• Donor type correctly identified
• Required fields not empty

Data Quality Checks

Automatic Corrections:

• Email format standardization
• Phone number cleaning
• Name case correction
• Address standardization

Sync Status and Monitoring

Integration Status Fields

WeGive Field	Purpose	Values
dp_id	DonorPerfect donor ID	Integer or null
synced_at	Last sync timestamp	DateTime or null
sync_status	Current sync state	’pending’, ‘synced’, ‘error’

Monitoring Dashboard

The WeGive Dashboard provides real-time sync status:

• Sync Success Rate: Percentage of successful donor syncs
• Error Summary: Common error types and counts
• Last Sync Time: Most recent successful synchronization
• Pending Records: Number of donors awaiting sync

Advanced Configuration

Custom Field Mapping

Note

Custom Fields: Standard integration includes core fields. Contact support@wegive.com to configure custom field mappings specific to your DonorPerfect setup.

Selective Sync Options

Configure which donor data synchronizes:

• New Donors Only: Sync only newly created donors
• All Updates: Sync all donor profile changes
• Contact Info Only: Sync contact details, skip address
• Custom Filter: Define specific sync criteria

Troubleshooting

Common Issues

Donors Not Syncing

Possible Causes:

• Missing or invalid email addresses
• Donor sync disabled in configuration
• API authentication issues
• DonorPerfect permissions problems

Solutions:

• Verify email address validity
• Check integration configuration
• Test API credentials
• Review DonorPerfect user permissions

Duplicate Donor Records

Possible Causes:

• Multiple donors with same email
• Case sensitivity in email matching
• Previous sync interruptions

Solutions:

• Clean duplicate emails before sync
• Review email standardization
• Re-sync with cleaned data

Address Information Missing

Possible Causes:

• Incomplete address data in WeGive
• Field length limitations in DonorPerfect
• Address validation failures

Solutions:

• Complete address information
• Review field length limits
• Manually correct problematic addresses

Related Documentation

Transaction Mapping Learn how donor transactions are mapped

Configuration Guide Configure donor sync settings

For additional help with donor data mapping, contact our support team at support@wegive.com.