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DonorDirect Integration Setup Requirements

Before configuring the WeGive DonorDirect integration, your organization and WeGive’s team need to complete some prerequisite access and configuration steps together. Because StudioEnterprise’s data-sync API is account-scoped rather than built for bulk export, WeGive builds and hosts a small set of custom, read-only data endpoints directly against your StudioEnterprise database in partnership with your team — this section explains what that means for setup.
Setup for DonorDirect is more involved than WeGive’s other CRM integrations because of this custom-endpoint step. Plan for a coordinated setup process with your DonorDirect administrator and WeGive’s implementation team, rather than a fully self-serve connection.

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Prerequisites

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StudioEnterprise Requirements

  • A StudioEnterprise account with System Administration module access
  • Permission to manage API Endpoints and security roles (SAWs)
  • A dedicated service account for scheduled sync is strongly recommended, rather than running sync under a personal login
  • Read/write (db_owner) access to your StudioEnterprise business database, so WeGive’s implementation team can author the custom data-sync stored procedures your integration will use
  • This access is typically granted through your DonorDirect environment’s standard VPN/database access process — check with your DonorDirect account team about what’s required on your side
  • An understanding of how your organization uses Projects (funds), Source Codes (campaigns), and recurring giving in StudioEnterprise
  • Any custom account attributes or codes you rely on, so they can be reviewed for inclusion in the sync

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WeGive Requirements

  • WeGive organization account with admin privileges
  • Access to the WeGive Dashboard integration settings
  • Understanding of your WeGive fund and campaign structure

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Setup Process

Because DonorDirect’s sync relies on custom data endpoints built specifically for your environment, initial setup is a joint process between your organization and WeGive:
1

Access provisioning

Your DonorDirect administrator grants WeGive’s implementation team database access to a non-production (test) environment first.
2

Custom endpoint setup

WeGive’s team builds and deploys the read-only data endpoints needed for sync, scoped to accounts, gifts, recurring plans, funds, and campaigns.
3

Test environment validation

The integration is validated against your test environment before any production connection is made.
4

Production access and go-live

Once validated, the same process is repeated against your production environment, and sync is enabled.

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Required Information

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From StudioEnterprise

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From WeGive

  • WeGive organization ID
  • Understanding of your existing WeGive fund and campaign structure, for mapping against StudioEnterprise Projects and Source Codes

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Synchronization Preferences

Determine which data types and directions you want enabled. Pull (import from StudioEnterprise into WeGive) and push (send WeGive activity to StudioEnterprise) are configured independently per data type:

Accounts

Import donor and household records from StudioEnterprise

Transactions

Sync one-time gifts in both directions

Recurring Plans

Sync sustaining/recurring giving schedules

Funds & Campaigns

Import Projects and Source Codes as WeGive funds and campaigns
Push is off by default for every data type. Your organization enables each push direction explicitly — enabling pull alone will never write data back to StudioEnterprise. See Configuration Options for the full toggle list.

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Data Quality Considerations

  • StudioEnterprise requires a defined “type” on every stored email, phone, and address (for example, “Home” or “Business”) — WeGive maps its fixed contact-info fields to whichever type codes your organization configures
  • A contact field with no matching type configured is not sent
  • StudioEnterprise’s transaction status semantics are still being finalized as part of this integration’s rollout — this section will be updated with concrete guidance once that mapping is confirmed

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Next Steps

Once prerequisites and access are confirmed:

Configuration Options

Learn how to configure sync settings in WeGive

Data Mapping

Understand how data is mapped between systems

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Support

Need help with setup or access provisioning? Contact our support team at [email protected].