Data Mapping Overview

DonorPerfect Data Mapping Overview

The WeGive DonorPerfect integration uses comprehensive data mapping to ensure information flows accurately between both systems. This overview explains the core mapping concepts and data flow patterns.

Integration Architecture

Bidirectional Data Flow

graph LR
    A[WeGive Platform] <--> B[Integration Layer]
    B <--> C[DonorPerfect System]

    B --> D[Data Transformation]
    B --> E[Field Mapping]
    B --> F[Validation Rules]
    B --> G[Error Handling]

Data Synchronization Types

Pull Operations

DonorPerfect → WeGive

• Import existing donor profiles
• Sync historical transaction data
• Update donor information changes
• Retrieve fund and campaign data

Push Operations

WeGive → DonorPerfect

• Export new donations
• Create donor profiles
• Sync recurring gift setup
• Update fund designations

Core Data Entities

Primary Objects

The integration handles four main data types:

Donors (Individuals & Organizations)

DonorPerfect Table: dp

Maps donor profile information including:

• Personal and contact information
• Address and communication preferences
• Donor classification and preferences
• Custom fields and attributes

View detailed donor mapping →

Transactions (Gifts & Payments)

DonorPerfect Table: dpgift

Synchronizes transaction data including:

• Gift amounts and processing fees
• Fund designation and GL codes
• Payment methods and dates
• Tribute and memorial information

View detailed transaction mapping →

Recurring Donations (Pledges)

DonorPerfect Table: dppledge

Manages recurring giving programs:

• Pledge amounts and schedules
• Payment frequency and dates
• Donor commitment tracking
• Automated payment processing

View detailed recurring mapping →

Funds (GL Codes)

DonorPerfect Table: dpcode

Synchronizes fund designations:

• GL code creation and updates
• Fund descriptions and categories
• Designation tracking
• Financial reporting alignment

View detailed fund mapping →

Data Transformation Rules

Format Conversions

Caution

Critical Formatting: DonorPerfect has strict formatting requirements that are automatically handled by the integration.

Data Type	WeGive Format	DonorPerfect Format	Transformation
Amounts	Integer (cents)	Decimal (dollars)	Divide by 100, subtract fees
Dates	ISO 8601	MM/DD/YYYY	Format conversion
Phone Numbers	Various formats	Cleaned digits	Strip formatting
Names	Full flexibility	Length limits	Truncate if needed

Field Validation Rules

Required Fields

Donor Records

• First name and last name (individuals)
• Organization name (organizations)
• Valid email address

Transaction Records

• Valid donor ID
• Transaction amount > 0
• Valid fund/GL code
• Transaction date

Data Quality Checks

Validation Process

• Email format validation
• Phone number cleaning
• Address standardization
• Duplicate detection
• Field length compliance

Mapping Strategies

Identity Management

Donor Identification

Primary Key Strategy

• WeGive stores DonorPerfect donor IDs (dp_id)
• Email addresses used for matching during imports
• Automatic ID assignment for new donors
• Duplicate prevention through ID tracking

Transaction Correlation

Gift Tracking

• WeGive transaction IDs mapped to DonorPerfect gift IDs
• Automatic gift record creation
• Payment method preservation
• Status synchronization

Fund Designation

GL Code Management

• WeGive fund IDs mapped to DonorPerfect GL codes
• Automatic code creation for new funds
• Description synchronization
• Category preservation

Data Enrichment

Automatic Enhancement

• Address standardization and validation
  • Phone number formatting
  • Email validation and cleaning
  • Name parsing and standardization

Contextual Information

• Gift source attribution (“Online gift through WeGive”)
  • User ID tracking for audit trails
  • Integration timestamp recording
  • Error status and resolution tracking

Synchronization Patterns

Real-Time Sync

1. Transaction Processing
2. New donations in WeGive trigger immediate sync to DonorPerfect
3. Donor Creation
4. New donor profiles automatically create DonorPerfect records
5. Status Updates
6. Payment status changes sync in real-time

Scheduled Sync

Incremental Updates

Every 15 Minutes

• Modified donor information
• Updated transaction details
• Recurring donation changes
• Fund designation updates

Bulk Operations

Daily/Weekly

• Historical data imports
• Large dataset synchronization
• Data quality cleanup
• Performance optimization

Error Handling and Recovery

Data Validation Errors

Caution

Common Issues: Invalid formats, missing required fields, and duplicate records are the most frequent sync errors.

Error Type	Handling Strategy	Resolution
Format Errors	Auto-correction	Automatic retry with corrected data
Missing Fields	Validation alert	Manual review and correction required
Duplicates	Matching logic	Merge or skip based on configuration
API Limits	Retry logic	Automatic backoff and retry

Monitoring and Alerts

Real-Time Monitoring

• Sync status dashboard
  • Error rate tracking
  • Performance metrics
  • Success/failure rates

Automated Alerts

• Email notifications for critical errors
  • Dashboard warnings for attention items
  • Scheduled reports for administrators
  • Integration health summaries

Best Practices

Data Preparation

Before Integration

Recommended Steps

1. Clean duplicate records in both systems
2. Standardize email formats and validate addresses
3. Organize fund structure and GL codes
4. Review and update donor contact information
5. Test with sample data before full implementation

Ongoing Maintenance

Regular Tasks

• Monitor sync status weekly
• Address validation errors promptly
• Review and clean duplicate donors
• Update fund mappings as needed
• Validate data quality regularly

Performance Optimization

1. Batch Size Optimization
2. Configure appropriate batch sizes for your data volume
3. Sync Scheduling
4. Schedule large operations during off-peak hours
5. Error Resolution
6. Address sync errors quickly to prevent backlog
7. Regular Monitoring
8. Review integration performance and adjust as needed

Detailed Mapping Documentation

Donor Mapping Complete field mapping for donor profiles

Transaction Mapping Detailed transaction and gift field mapping

Recurring Donations Pledge and recurring gift synchronization

Fund Management GL code and fund designation mapping

Support

For questions about data mapping or to request custom field mappings, contact our support team at support@wegive.com.