DonorPerfect

The integration creates donation records, supporter profiles, and recurring plan information in DonorPerfect based on your Fundraise Up activity. Data flows from Fundraise Up to DonorPerfect only — you can customize how this data maps to match your organization's DonorPerfect setup.

After you connect and configure the integration, it processes every donation made through Fundraise Up, including installments of recurring donation plans. The integration creates these records in DonorPerfect:

• Gifts: Every donation becomes a gift record in DonorPerfect with the donation amount, date, and other details filled in automatically. For anonymous donations — when supporters choose not to be publicly acknowledged — the integration marks gifts as anonymous if your DonorPerfect account has that field configured.
• Donors: When processing a donation, the integration looks for an existing donor record based on how you choose to match accounts (by email, by email or name, by name and phone, or by name and address). If it finds a match, the gift connects to that existing donor. If no match is found, it creates a new donor record.

  The integration won't overwrite existing contact information in DonorPerfect. Standard fields like name, email address, phone number, and physical address are only populated if they're empty in the existing record.

  When someone donates on behalf of an organization, the integration sets the record type to "Company" instead of "Individual," puts the organization name in the "Org. Name" field, and adds the person's name to the "Contact" field.

• Pledges: If you enable the pledges option in your Fundraise Up General Settings, recurring donation plans become pledge records in DonorPerfect. Each recurring payment counts as a pledge payment toward the total pledge amount. This feature is enabled by default but can be disabled. Created pledges inherit any mapping rules or special rules you set up for General Ledger, Campaign, Solicit Code, and Sub Solicit Code values.

Setting up the DonorPerfect integration involves getting an API key from DonorPerfect support, then connecting and configuring the integration in your Dashboard.

Before you begin, make sure you have:

• Organization Administrator role in your Fundraise Up account (only Organization Administrators can add integrations).
• Admin access to your DonorPerfect account.

You need a DonorPerfect API key to connect the integration. An API key is a secure token that allows Fundraise Up to send data to your specific DonorPerfect account.

Create a dedicated user (recommended)

DonorPerfect recommends creating a new user specifically for the integration rather than using an existing staff member's account. This prevents access issues if someone's permissions change and makes it easier to track integration activity.

To create a user in DonorPerfect:

1. Log into your DonorPerfect account.
2. Go to Settings > User Management.
3. Click Add new user in the Users section.
4. Enter a unique User name (20 characters or fewer, no spaces). Consider including FundraiseUp in the username to help identify this account.
5. Enter the user's First and Last name.
6. Enter a unique Email address for the user.
7. In the Location field, enter Fundraise Up (DonorPerfect recommends this to clearly identify the account as being for API use).
8. Configure user permissions. The integration needs at least:
   • Main: Edit permission (to create and update donor records).
   • Gifts: Access and Edit permissions (to create and update gift records).
   • Pledges: Access and Edit permissions (if using recurring donations as pledges).
9. Click Save to save the new user.

These steps may change as DonorPerfect updates their interface. For the most current instructions, refer to DonorPerfect's Knowledgebase.

Request your API key

Once you have a user set up (either new or existing), contact DonorPerfect support to request an API key:

1. Email support@donorperfect.com or contact your DonorPerfect account manager. If you're unsure who your account manager is, check the DonorPerfect website.
2. Request an API key for the Fundraise Up integration.
3. Provide the User ID and email address of the DonorPerfect user you want to connect.
4. DonorPerfect support will provide the API key you need to connect the integration.

To connect the integration:

1. Go to Settings > Integrations in your Fundraise Up Dashboard.
2. Click Add Integration, then choose DonorPerfect.
   

3. Click Connect DonorPerfect.
4. In the Connect DonorPerfect popup, enter your API key.
5. Click Connect to CRM.

After connecting, the integration is paused by default. Configure your settings to control how Fundraise Up data maps to DonorPerfect fields, then enable automatic sync to start sending donation data.

Once connected, you'll see three tabs in the Dashboard: General settings, Mapping rules, and Special rules. Start with General settings.

General settings tab

General settings control basic sync behavior. The default settings work for most organizations, but you can adjust them to match your needs.

• Sync test data: Check this to send test mode donations to DonorPerfect. Use this to test that your mapping rules work correctly before going live.
• Unicode support: Enable support for special characters and international text. Use this if your supporters use non-English characters in their names or addresses.
• Sync subaccounts: Only appears in parent account settings. When checked, data from subaccounts will be synced to DonorPerfect even if those subaccounts don't have their own DonorPerfect connection. Use this for tracking donations if your organization has a chapter-based model.
• Make pledges for recurring plans: Create pledges in DonorPerfect for recurring donation plans (enabled by default). Each recurring payment will count as a pledge payment toward the total pledge amount.
• Update receipt fields if PDF receipt was made by Fundraise Up: When Fundraise Up creates PDF receipts, the integration will update the corresponding receipt fields in DonorPerfect to reflect that a receipt was generated.
• Set supporter type to "Company" in DonorPerfect for donations made on its behalf: When someone donates on behalf of an organization, the contact record type will be set to "Company" instead of "Individual," and organization details will be added to appropriate fields.
• Receipt delivery preference: Sets how receipts are delivered to supporters for donations where Fundraise Up didn't send a receipt email. Options include "By email," "By email and letter," or "By letter." If Fundraise Up already sent a receipt email, this field is left unchanged and DonorPerfect applies its own default.
• Match account: Controls how the integration identifies existing donors in DonorPerfect. You can choose from four options:
  • By email: Matches donors by email address only.
  • By email or name (default): Matches donors if either the email or name matches.
  • By email or address: Matches donors if either the email or physical address matches.
  • By email or phone: Matches donors if either the email or phone matches.
• Receipting preference: Controls how DonorPerfect records receipts. Options include Consolidated (receipts grouped at year end) and Individual (a receipt field populated for each donation).
• Acknowledgement preference: Controls both acknowledgement (the donor-facing thank-you communication) and receipt settings in DonorPerfect. You can configure DonorPerfect to send both, only one, or neither.
• Thank you letter: Selects which thank-you letter template DonorPerfect should use when it sends acknowledgements for donations that didn’t receive a Fundraise Up receipt. Templates are loaded from the connected DonorPerfect account.
• Type of gift: Sets the default gift type for donations coming from Fundraise Up. Options are loaded from the connected DonorPerfect account.

Mapping rules create one-to-one connections between fields in Fundraise Up and fields in DonorPerfect.

Mapping rules tab

The integration includes default mappings for standard fields like donation amounts and dates, but you can customize additional mappings to match your organization's data structure.

To add a mapping:

1. Scroll to the bottom of the mapping rules table.
2. Click Add rule.
3. Select the Fundraise Up object (entity) and property (field) on the left.
4. Select the corresponding DonorPerfect entity and field on the right.
5. Click Save changes.

Available Fundraise Up entities to map data from:

• Campaign: Information from your Fundraise Up campaigns (like campaign names or codes).
• Designation: Fund or program designations where donations should be allocated.
• Recurring: Data from recurring donation plans (like frequency or amounts).
• Checkout question: Responses to custom questions on your donation forms.
• Custom field: Any custom fields you've created in Fundraise Up.
• UTM parameter: Tracking parameters from your donation links for marketing attribution.
• Static value: A fixed value that gets applied to every donation.

Available DonorPerfect entities to map data to:

• Gift: Standard donation record fields in DonorPerfect.
• General ledger: Accounting categories that help track how donations are allocated (requires DonorPerfect account codes).
• Campaign: DonorPerfect's campaign tracking system (requires DonorPerfect campaign IDs).
• Solicit code: Tracks how donors were approached or solicited (requires DonorPerfect solicit codes).
• Sub solicit code: More specific tracking within solicit codes (requires DonorPerfect sub-solicit codes).

For General ledger, Campaign, Solicit code, and Sub solicit code, you must use the exact IDs that exist in your DonorPerfect system. This means you'll need to coordinate your Fundraise Up codes with your DonorPerfect account structure before setting up these mappings.

How to handle complex mappings

Sometimes Fundraise Up data doesn't match DonorPerfect's expected format. For these cases, you can create a custom field in DonorPerfect’s Gift object to store the Fundraise Up data, then use DonorPerfect's built-in tools to process it further.

The most common example is DonorPerfect's Type of Gift field in each donation record that uses internal codes like "CC" for credit card donations. But Fundraise Up sends full payment method names like "Credit Card" or "Apple Pay." Since these don't match exactly, you can't map them directly.

To create a custom field in DonorPerfect, contact your DonorPerfect administrator or DonorPerfect support. They can create a custom field on the Gift object — for example, a field with the internal name FRUPAYMENTMETHOD and display name Fundraise Up Payment Method.

Once you have your custom field set up, you can use one of two DonorPerfect features to automatically convert the Fundraise Up data into DonorPerfect's expected format:

• Global Update approach

  Global Update is a DonorPerfect feature (found under Utilities > Global Update) that lets you update multiple records at once based on criteria you set.

  To set up payment method conversion using Global Update:

  1. In Fundraise Up, map Donation — Payment Method to your custom Gift field.
  2. Wait for donations to sync to DonorPerfect (the Fundraise Up payment method names will appear in your custom field).
  3. In DonorPerfect, go to Utilities > Global Update.
  4. Set up a Global Update to find all gifts where your custom field contains "Credit Card."
  5. Update those gifts' Type of Gift field to "CC."
  6. Repeat steps 4-5 for other payment methods you need to convert. Consult your DonorPerfect administrator or DonorPerfect support to confirm the correct internal codes for each payment method type.
  Use Global Update when you want to process donations in batches, either as a one-time setup or on a regular schedule.
• Smart Actions approach

  Smart Actions is a DonorPerfect automation feature (found under Settings > SmartActions) that automatically updates fields when certain conditions are met.

  To set up payment method conversion using Smart Actions:

  1. In Fundraise Up, map Donation — Payment Method to your custom Gift field.
  2. In DonorPerfect, go to Settings > SmartActions.
  3. Create a new Smart Action that triggers when a gift is saved.
  4. Set the condition: if your custom field contains "Credit Card," then update Type of Gift to "CC."
  5. Repeat steps 4-5 for other payment methods you need to convert. Consult your DonorPerfect administrator or DonorPerfect support to confirm the correct internal codes for each payment method type.
  Use Smart Actions when you want automatic processing as donations come in.

The Special rules tab lets you set conditions for how data is synced between Fundraise Up and DonorPerfect. These special rules use "if/then" logic: If X happens in Fundraise Up, map the value as Y in DonorPerfect.

Any mappings you set here override your mapping rules, and you can be more specific — while mapping rules only allows field-to-field mapping, special rules allows option-to-option mapping. With special rules, you can create conditions that say 'when this specific campaign or designation is used in Fundraise Up, assign it to this specific DonorPerfect campaign, General Ledger account, Solicit Code, or Sub Solicit Code.’

• Example 1: If Campaign equals "After School Program" → set DonorPerfect Campaign to "Education Initiative".
• Example 2: If Designation equals "Food Pantry" → set DonorPerfect General Ledger to "Community Services".

To add a special rule:

1. Go to the Special rules tab.
   

   Special rules tab

2. Click Add rule.
3. Choose the Fundraise Up condition (IF) next to the Fundraise Up logo.
4. Set the DonorPerfect mapping result (THEN) next to the DonorPerfect logo.
5. Save your changes.

After completing your setup, choose how you want data to sync — automatically or manually. Once configured, your DonorPerfect integration works without further maintenance.

Find sync controls at the bottom of the DonorPerfect integration page in your Dashboard. These settings determine how and when data is transferred to DonorPerfect.

Automatic sync (recommended)

• By default, automatic sync is disabled when you first connect to let you configure settings before data transfers begin.
• Enable this option once your settings and mapping rules are finalized.
• New donations will sync to DonorPerfect in real time.
• We recommend using automatic sync for most organizations.

Manual sync

Use manual sync when you need more control over when data transfers:

• Sync specific date ranges or your entire donation history.
• Update records in DonorPerfect after making changes in Fundraise Up.
• Test your integration settings with controlled data transfers.
• Make bulk corrections after updating mapping rules.

After clicking Start manual sync, you can choose from these sync options:

• Unsynced live donations: Includes live donations with synchronization issues (such as failed sync attempts) and donations that haven't been synchronized before.
• All live donations: Synchronizes all live donations regardless of their current synchronization status. Use this to re-sync previously imported records or ensure all data is current.
• All test donations: Synchronizes all test donations (only available if you have Sync test data enabled).

You can also select a specific date range for your sync. Once you click Start sync, the process begins. Refresh the page and scroll down to see progress and results of your manual sync.

Sync log and sync options

The sync log provides a record of sync activity and status for each attempt.

To access the sync log:

1. Scroll to the Synced donations section.
2. Review the history of sync attempts, their status, and any error messages.

Each entry shows:

• When the sync occurred.
• Which records were processed.
• Success or failure status.
• Button to resync individual records if needed.

If errors occur, the sync log provides details to help troubleshoot the issue.

The DonorPerfect integration can be disconnected at any time. If the same DonorPerfect account is reconnected later, all previously configured settings and mappings are preserved.

To disconnect:

1. Scroll to the bottom of the integration page.
2. Click Disconnect.

Disconnecting stops all data syncing. Reconnecting keeps your previous settings, but past data won't sync automatically.

If you encounter issues with your DonorPerfect integration:

• Check the sync log for specific error messages.
• Verify that your API key is still valid by contacting DonorPerfect support.
• Confirm that your mapping rules reference valid DonorPerfect field IDs.
• Check that your DonorPerfect user has the necessary permissions (Main: Edit; Gifts: Access and Edit; Pledges: Access and Edit).
• Review whether you've exceeded any API rate limits during high-volume periods.
• Verify that your data doesn't contain unsupported characters or formats.

Records that fail to sync can be re-sent manually through the manual sync interface. For persistent issues, contact Fundraise Up support with your sync log details.