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DonorPerfect Integration Setup Requirements

Before configuring the WeGive DonorPerfect integration, ensure you have the necessary permissions, credentials, and system requirements in place.

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Prerequisites

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DonorPerfect Requirements

  • Administrator or System Manager role in DonorPerfect
  • Permission to manage API keys and system integrations
  • Access to GL code configuration
  • DonorPerfect Online subscription with API access enabled
  • Valid API key with appropriate permissions
  • Understanding of your DonorPerfect database structure
  • Active donor profiles with valid email addresses
  • Configured GL codes for fund management
  • Established gift and pledge tracking systems

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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
  • Active donation processing capabilities
  • Configured funds and campaign settings
  • Proper donor profile management setup

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Required Information

Before starting the integration setup, gather the following information:

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DonorPerfect Credentials

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Synchronization Preferences

The DonorPerfect integration’s dashboard shows “Sync Donations”/“Sync Donors”/“Sync Recurring Donations”/“Sync Campaigns” toggles, but they currently have no effect on what actually syncs — the only setting that gates sync activity is the master “Enabled” switch (see Configuration Options for detail). There is also no Campaign sync of any kind implemented, regardless of any toggle.
What actually syncs, unconditionally once the integration is enabled:
  • Donor profiles (individual and organizational)
  • One-time donations
  • Recurring donations (push-only, as DonorPerfect pledges)
  • Funds (GL codes, push-only)

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Technical Considerations

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Data Volume and Performance

Large Database Considerations: Organizations with extensive donor databases (10,000+ records) should plan for initial sync timing and potential performance impacts during the first synchronization.
  • Initial Sync Time: Allow extra time for first-time data synchronization
  • Ongoing Performance: Pulls run once daily, incrementally by created_date/modified_date
There is no rate limiting or automatic retry logic anywhere in this integration — every DonorPerfect API call is a single, unretried request. If a call fails (timeout, transient error, etc.), it is not retried automatically; the failure is reported to Sentry and that sync attempt is simply skipped. This differs from several other WeGive CRM integrations, which do implement proactive throttling and retry/backoff.

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Data Quality Requirements

  • Donors must have a valid email address to be pulled from DonorPerfect at all — a donor row missing or failing filter_var email validation is skipped entirely on import, not partially synced
  • There’s no duplicate-email configuration; matching a pulled donor to an existing WeGive User is by exact email match only
  • GL codes should be properly configured in DonorPerfect
  • WeGive funds should have clear naming conventions
  • Consider creating dedicated codes for online gifts
  • Review and clean duplicate donor records before integration
  • Standardize address and contact information formatting
  • Ensure campaign and fund structures are properly organized

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Security and Permissions

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API Security

  • Secure Storage: API keys are encrypted at rest
  • Limited Scope: The integration only calls DonorPerfect’s donor/gift/pledge/fund-code endpoints
  • Logging: Sync activity is logged internally (Sentry on failure); there’s no customer-facing sync-status dashboard

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Data Handling

  • Anonymous Gifts: An anonymous transaction’s DonorPerfect gift narrative is annotated (Anonymous) — this is the extent of anonymous-gift handling
  • Data Minimization: Only the fields listed in the Data Mapping docs are synced
There’s no GDPR-specific or other privacy-regulation-specific handling implemented in this integration beyond the anonymous-gift narrative annotation above — treat any compliance-specific requirement as something to verify independently, not something this integration guarantees.

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Getting Your API Key

To obtain your DonorPerfect API key:
  1. Log into DonorPerfect with administrator credentials
  2. Navigate to System Settings > Integration > API Management
  3. Generate a new API key with appropriate permissions
  4. Copy the API key for use in WeGive configuration
  5. Test the API key using DonorPerfect’s testing tools
API Key Permissions: Ensure your API key has permissions for donor management, gift processing, and code management functions.

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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

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Support

Need help with setup requirements or obtaining API access? Contact our support team at [email protected] for assistance.