DonorPerfect Integration

Objective

• Create a new gift record in Donor Perfect when a donation is processed through GiveDirect.

Pricing

• $10 per month

Getting Started

• You will need to obtain an API Key from your Donor Perfect representative to use for the two databases to talk to each other. Send the API key to GiveDirect.
• We will test the connection to ensure that it’s working properly. We will test in the Donor Perfect sandbox first and then run a few tests in your live database for you to review.
• If the charity has existing recurring transactions with GiveDirect, the charity will provide the Donor Perfect donor ID for each person.
• If you have existing tribute records associated with your recurring donations, the charity will provide the tribute record ID for each person.
• Field Mapping: An initial field map in Excel will be sent over to you via email. Please complete the field map and return it to GiveDirect.

Typical Integration Steps

When a donation occurs, GiveDirect performs the following steps:

• Look for an existing Contact Record or create a new one – Looks for an existing contact record using a donor’s email address as the search field. Or, creates a new contact record when the contact does not already exist.

• Create a new gift record – If no duplicate record is found, a new record is created using the mapping defined by you.
• Add a row to your daily integration report – A row is added to the email report that you receive. The report shows the Salesforce Account ID, Contact ID, and Donation ID used for the GiveDirect donation. A note and the date the transaction was sent to Salesforce is also recorded in the GiveDirect control panel.

Static Fields

The field map will define which fields need to be populated with GiveDirect data and which contain fixed values or text, like Stage or GL Code, etc.

Conditional Formatting

If you need a date formatted a certain way or a field concatenated, we can do that. Some if / then conditional statements can be accommodated. Ask us about your specific need.

Future Updates

Your database and business processes will change over time. Updates to your integration file are currently free of charge.