Transaction Data Mapping

This document details how donation transactions are mapped between WeGive and DonorPerfect, including one-time gifts, recurring donations, and tribute gifts.

DonorPerfect Table Reference

Primary Table: dpgift (Gift Records)
WeGive Model: Transaction
Sync Direction: WeGive → DonorPerfect (Push Only)

Core Transaction Fields

Primary Identifiers

Gift Identification

WeGive Field	DonorPerfect Field	Type	Notes
`dp_id`	`@gift_id`	Integer	Auto-generated DonorPerfect gift ID
`owner.dp_id`	`@donor_id`	Integer	Links to donor record
N/A	`@record_type`	String	Always set to ‘G’ (Gift)
N/A	`@user_id`	String	Always set to ‘WeGive’

Transaction Linking

Relationship Mapping:

Each WeGive transaction creates one DonorPerfect gift record
Donor must exist in DonorPerfect before transaction sync
Automatic donor creation if donor doesn’t exist
Gift ID stored back in WeGive for future reference

Financial Information

Amount Processing

WeGive Field	DonorPerfect Field	Calculation	Notes
`amount`	`@amount`	`(amount - fee) / 100`	Net donation amount in dollars
`fee`	Not directly mapped	Used in calculation	Processing fee deducted
`destination.currency`	`@currency`	Direct mapping	Currency code (e.g., ‘USD’)

Amount Calculation Examples

Standard Donation

WeGive Transaction:

Amount: $100.00 (10000 cents)
Fee: $2.90 (290 cents)

DonorPerfect Gift:

Amount: $97.10 ((10000 - 290) / 100)

Fee-Covered Donation

WeGive Transaction:

Amount: $100.00 (10000 cents)
Fee: $0.00 (0 cents, donor covered fee)

DonorPerfect Gift:

Amount: $100.00 ((10000 - 0) / 100)

Date and Timing

WeGive Field	DonorPerfect Field	Format	Notes
`created_at`	`@gift_date`	MM/DD/YYYY	Transaction processing date

Fund and Campaign Attribution

Fund Designation

Fund Mapping

WeGive Field	DonorPerfect Field	Type	Notes
`fund.dp_gl_code`	`@gl_code`	String	DonorPerfect GL code for fund
`fund.name`	Not directly mapped	String	Description in GL code table

GL Code Requirements

Fund Setup Requirements:

WeGive funds must have associated DonorPerfect GL codes
GL codes must exist in DonorPerfect before transaction sync
Automatic GL code creation for new WeGive funds
Fund names sync to GL code descriptions

Gift Types and Classifications

Recurring Donation Handling

Scheduled Donations

WeGive Field	DonorPerfect Field	Value	Notes
`scheduled_donation_id`	`@pledge_payment`	’Y’ or ‘N'	'Y’ if part of recurring gift

Logic:

Regular donations: @pledge_payment = 'N'
Recurring donations: @pledge_payment = 'Y'
Links to pledge record in DonorPerfect

Recurring Gift Integration

Process Flow:

Scheduled donation creates pledge in DonorPerfect
Individual payments reference pledge record
Payment status tracked in both systems
Pledge modifications sync automatically

Tribute and Memorial Gifts

Tribute Information

WeGive Field	DonorPerfect Field	Type	Max Length	Notes
`tribute_name`	`@memory_honor`	String	50	In honor/memory of name
`tribute_type`	Not mapped	String	-	Honor vs. memorial not distinguished

Tribute Processing

Mapping Rules:

Only tribute name syncs to DonorPerfect
Tribute type (honor vs. memorial) not distinguished
Empty tribute fields sync as null
Tribute notifications handled separately

Gift Narrative and Notes

Automatic Gift Description

Standard Gift Narrative

WeGive Field	DonorPerfect Field	Value	Notes
Generated	`@gift_narrative`	”Online gift through WeGive”	Standard description
`anonymous`	`@gift_narrative`	”+ (Anonymous)“	Added if anonymous gift

Gift Narrative Examples

Regular Gift:

"Online gift through WeGive"

Anonymous Gift:

"Online gift through WeGive (Anonymous)"

Tribute Gift:

"Online gift through WeGive - In honor of [Name]"

Data Flow Process

Transaction Sync Workflow

Transaction Created
New donation processed in WeGive system
Donor Validation
Verify donor exists in DonorPerfect (create if needed)
Amount Calculation
Calculate net amount after fee deduction
Gift Record Creation
Create gift record in DonorPerfect dpgift table
ID Assignment
Store DonorPerfect gift ID back in WeGive

Error Handling

Error Type	Cause	Resolution
Invalid Donor	Donor doesn’t exist in DonorPerfect	Auto-create donor, retry transaction
Invalid GL Code	Fund GL code not found	Create GL code, retry transaction
Amount Validation	Negative or zero amount	Skip transaction, log error
Date Format	Invalid date format	Correct format, retry
API Timeout	DonorPerfect API unavailable	Retry with backoff delay

API Operations

DonorPerfect Gift Creation

dp_savegift Action

Required Parameters:

@gift_id (empty for new gifts)
@donor_id (required)
@record_type = 'G'
@gift_date (MM/DD/YYYY format)
@amount (decimal dollars)
@gl_code (must exist)
@user_id = 'WeGive'

Optional Parameters

Additional Fields:

@pledge_payment ('Y' or 'N')
@memory_honor (tribute name)
@gift_narrative (description)
@currency (currency code)

Query Operations

Gift Lookup

SQL Query Example:

SELECT gift_id, donor_id, gift_date, amount, gl_code
FROM dpgift
WHERE user_id = 'WeGive'
  AND gift_date >= 'MM/DD/YYYY'
ORDER BY gift_id DESC

Sync Configuration

Transaction Sync Settings

Sync Triggers

Automatic Sync Events:

New transaction created in WeGive
Transaction status changes (completed, failed, refunded)
Recurring donation payment processed
Fund designation changes

Sync Timing

Processing Schedule:

Real-time: New donations sync immediately
Batch Processing: Failed transactions retry every 15 minutes
Manual Sync: Available through dashboard
Error Recovery: Exponential backoff for failures

Performance Considerations

High Volume Processing

Batch processing for multiple transactions
- Rate limiting to prevent API overload
- Queue management for peak periods
- Automatic retry for failed syncs

Error Recovery

Failed transactions automatically retry
- Exponential backoff prevents system overload
- Manual retry options in dashboard
- Comprehensive error logging

Data Quality and Validation

Pre-Sync Validation

Required Field Checks

Validation Rules:

Donor ID must exist in DonorPerfect
Transaction amount must be positive
Fund GL code must be valid
Date must be in correct format
Currency code must be recognized

Data Quality Checks

Automatic Corrections:

Date format standardization
Amount precision correction
GL code validation and creation
Donor profile auto-creation

Monitoring and Reporting

Sync Status Tracking

Dashboard Metrics:

Transaction sync success rate
Average sync processing time
Error rate and common failure types
Pending transaction queue status

Financial Reconciliation

Accuracy Verification:

Total amount comparisons
Fee calculation verification
Fund distribution accuracy
Currency conversion validation

Troubleshooting

Common Transaction Sync Issues

Transactions Not Syncing

Possible Causes:

Transaction sync disabled in configuration
Donor missing from DonorPerfect
Invalid fund GL code
API authentication problems

Solutions:

Verify sync configuration enabled
Check donor sync status
Validate fund GL code setup
Test API credentials

Incorrect Amounts

Possible Causes:

Fee calculation errors
Currency conversion issues
Rounding precision problems

Solutions:

Review fee configuration
Check currency settings
Verify amount calculation logic

Missing Tribute Information

Possible Causes:

Tribute name exceeds field length
Special characters in tribute name
Tribute type not supported

Solutions:

Truncate long tribute names
Remove special characters
Use tribute name field only

Donor Mapping Learn how donor records are synchronized

Recurring Donations Understand recurring gift and pledge mapping

Fund Management GL code and fund designation mapping

Configuration Guide Configure transaction sync settings

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

Transaction Data Mapping

Transaction Data Mapping

DonorPerfect Table Reference

Core Transaction Fields

Primary Identifiers

Financial Information

Amount Processing

Amount Calculation Examples

Date and Timing

Fund and Campaign Attribution

Fund Designation

Gift Types and Classifications

Recurring Donation Handling

Tribute and Memorial Gifts

Gift Narrative and Notes

Automatic Gift Description

Data Flow Process

Transaction Sync Workflow

Error Handling

API Operations

DonorPerfect Gift Creation

Query Operations

Sync Configuration

Transaction Sync Settings

Performance Considerations

Data Quality and Validation

Pre-Sync Validation

Monitoring and Reporting

Troubleshooting

Common Transaction Sync Issues

Related Documentation