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DonorPerfect Integration Configuration

Configure your DonorPerfect integration settings to control how data synchronizes between WeGive and DonorPerfect.

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Access Configuration Settings

1. Log into your WeGive Dashboard
2. Navigate to Settings > Integrations
3. Select DonorPerfect Integration
4. Configure your API credentials (the only settings that currently have real effect, along with Enabled)

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Basic Configuration

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API Credentials

api_key · string · required Your DonorPerfect API key for authentication instance_url · string Custom DonorPerfect server URL (optional — defaults to production endpoint)

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Integration Status

enabled · boolean · default: false Master switch to enable or disable the entire integration. This is the only setting that actually gates sync activity — there’s no way to sync some object types but not others.

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What Actually Syncs (unconditional once enabled)

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Non-Functional Settings (see warning above)

These fields exist in the dashboard, are saved, and are audit-logged — but currently have no effect on sync behavior:

• crm_sync
• two_way_sync
• track_donations
• track_donors
• track_recurring_donations
• track_campaigns (doubly so — there’s no Campaign sync to gate even if this were wired up)

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Field Mapping

There is no customer-configurable field-mapping mechanism for this integration — fields sync via a fixed, hardcoded correspondence built directly into exportDonor()/syncGift()/syncScheduledDonation(). There’s no “Mapping Rules” UI (the legacy dashboard’s tab for this is commented out in source) and no custom-field support. See Data Mapping for the exact field list.

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Sync Timing

• Push: Donor, transaction, fund, and scheduled-donation pushes happen as each WeGive record is created or updated — this part genuinely is real-time
• Pull: Donors and gifts are pulled once daily via a two-pass incremental query (created_date then modified_date)
• There’s no way to force an immediate pull or manually trigger a full resync from the dashboard

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Error Handling and Monitoring

• Retry Logic: There is none — every DonorPerfect API call is a single unretried request. A failed call is not automatically retried.
• Error Logging: Failures are reported to Sentry; there’s no customer-facing error surface on the dashboard
• Status Monitoring: There’s no real-time sync-status indicator in the dashboard for this integration

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Data Validation Rules

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Donor Requirements

• A pulled DonorPerfect donor row without a present, non-empty, filter_var-valid email address is skipped entirely — not partially imported
• On push, a blank first/last name is not itself a hard requirement — DonorPerfect’s API records what’s sent

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Transaction Validation

• A zero-amount gift is skipped on import
• Fund resolution depends on a fund already having a dp_id (from a prior syncFund() call) — GL codes must exist and be linked before a transaction can carry fund attribution

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Testing and Validation

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Configuration Testing

Before enabling the integration:

1. Verify API Credentials: Confirm the API key is valid via DonorPerfect’s own testing tools
2. Test with a small dataset: There’s no WeGive-side sandbox/test-sync mode — any push while enabled is a real push to DonorPerfect
3. Confirm GL code setup: Fund GL codes should exist in DonorPerfect before enabling, since fund push failures aren’t customer-visible

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Troubleshooting Common Issues

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API Connection Problems

• Invalid API Key: Verify the key is correct and active
• Permission Issues: Ensure the API key has permissions for donor, gift, and code (GL code) management

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Data Sync Issues

• Missing Donors: Check the donor’s email address in DonorPerfect — an invalid/missing email silently skips that donor on pull
• Fund/GL Code Errors: Verify the GL code exists and is linked before pushing a gift referencing that fund
• Sync toggles not working as expected: See the warning at the top of this page — this is expected, not a misconfiguration, until a known issue ships a fix

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Next Steps

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Support

Need help with configuration? Contact our support team at [email protected] for assistance with setup and troubleshooting.