Donor Sync
Sync individual and organizational donor profiles
Setup Requirements
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
- Administrator or System Manager role in DonorPerfect
- Permission to manage API keys and system integrations
- Access to GL code configuration
API Access
- DonorPerfect Online subscription with API access enabled
- Valid API key with appropriate permissions
- Understanding of your DonorPerfect database 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
- WeGive organization account with admin privileges
- Access to the WeGive Dashboard integration settings
- Understanding of your WeGive fund and campaign structure
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:
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
- 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
- Donors must have valid email addresses for synchronization
- Duplicate email handling should be configured appropriately
- Email format validation is automatically applied
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
- 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
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
Support
Need help with setup requirements or obtaining API access? Contact our support team at support@wegive.com for assistance.