> ## Documentation Index
> Fetch the complete documentation index at: https://wegive.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration Options

> Learn how to configure sync settings and preferences for your DonorPerfect integration.

# DonorPerfect Integration Configuration

Configure your DonorPerfect integration settings to control how data synchronizes between WeGive and DonorPerfect. These settings allow you to customize the integration behavior to match your organization's needs.

## Access Configuration Settings

1. **Log into** your WeGive Dashboard
2. **Navigate to** Settings > Integrations
3. **Select** DonorPerfect Integration
4. **Configure** your sync preferences and credentials

## Basic Configuration

### API Credentials

<ParamField path="api_key" type="string" required>
  Your DonorPerfect API key for authentication
</ParamField>

<ParamField path="instance_url" type="string">
  Custom DonorPerfect server URL (optional - defaults to production endpoint)
</ParamField>

### Integration Status

<ParamField path="enabled" default="false" type="boolean">
  Master switch to enable or disable the entire integration
</ParamField>

## Synchronization Settings

Control which data types are synchronized between WeGive and DonorPerfect:

### Donor Management

<ParamField path="track_donors" default="true" type="boolean">
  **Sync Donor Profiles**

  Synchronizes individual and organizational donor information including:

  * Contact information (name, email, phone)
  * Mailing addresses
  * Donor type (individual vs. organization)
  * Custom profile fields
</ParamField>

<ParamField path="crm_sync" default="true" type="boolean">
  **CRM Synchronization**

  Enables comprehensive donor relationship management sync:

  * Donor profile updates
  * Contact preference management
  * Communication history tracking
</ParamField>

### Transaction Processing

<ParamField path="track_donations" default="true" type="boolean">
  **Sync Donations**

  Synchronizes transaction data including:

  * One-time donations
  * Payment processing details
  * Fund/GL code attribution
  * Anonymous gift handling
  * Tribute and memorial gifts
</ParamField>

### Recurring Giving

<ParamField path="track_recurring_donations" default="true" type="boolean">
  **Sync Recurring Donations**

  Manages recurring giving programs:

  * Pledge creation and updates
  * Scheduled donation tracking
  * Payment frequency management
  * Recurring gift modifications
</ParamField>

### Campaign Tracking

<ParamField path="track_campaigns" default="true" type="boolean">
  **Sync Campaigns**

  Maintains campaign attribution:

  * Fund designation mapping
  * GL code synchronization
  * Campaign performance tracking
  * Donation source attribution
</ParamField>

## Advanced Settings

### Bidirectional Sync

<ParamField path="two_way_sync" default="true" type="boolean">
  **Two-Way Synchronization**

  Controls the direction of data flow:

  * **Enabled**: Data syncs both ways (WeGive ↔ DonorPerfect)
  * **Disabled**: Data only flows from WeGive to DonorPerfect
</ParamField>

<Warning>
  **Important**: Disabling two-way sync means updates made in DonorPerfect will not appear in WeGive. This setting is typically used when WeGive is the primary donation platform.
</Warning>

### Sync Timing

The integration performs automatic synchronization at regular intervals:

* **Real-time**: Critical updates (new donations) sync immediately
* **Scheduled**: Bulk data updates occur every 15 minutes
* **Manual**: Force sync available through the dashboard

## Data Mapping Customization

### Standard Field Mapping

The integration includes predefined mappings for common fields:

<AccordionGroup>
  <Accordion title="Donor Information">
    * **Name Fields**: First name, last name, middle name
    * **Contact Details**: Email, phone numbers, addresses
    * **Donor Type**: Individual vs. organizational classification
  </Accordion>

  <Accordion title="Transaction Data">
    * **Amount Processing**: Automatic conversion between cents and dollars
    * **Fund Attribution**: GL code mapping and fund designation
    * **Payment Details**: Processing dates, methods, and status
  </Accordion>

  <Accordion title="Recurring Gifts">
    * **Frequency Mapping**: Monthly, quarterly, annual schedules
    * **Pledge Tracking**: Start dates, amounts, and payment schedules
    * **Status Management**: Active, paused, and completed pledges
  </Accordion>
</AccordionGroup>

### Custom Field Support

<Note>
  **Custom Fields**: Contact support at [support@wegive.com](mailto:support@wegive.com) to configure custom field mappings specific to your DonorPerfect setup.
</Note>

## Error Handling and Monitoring

### Automatic Error Recovery

* **Retry Logic**: Failed sync attempts are automatically retried
* **Error Logging**: All sync issues are logged for troubleshooting
* **Status Monitoring**: Real-time sync status available in dashboard

### Sync Status Indicators

| Status         | Description                      | Action Required     |
| -------------- | -------------------------------- | ------------------- |
| ✅ **Active**   | Integration running normally     | None                |
| ⚠️ **Warning** | Minor issues detected            | Review error logs   |
| ❌ **Error**    | Sync failures occurring          | Check configuration |
| ⏸️ **Paused**  | Integration temporarily disabled | Resume when ready   |

## Data Validation Rules

### Donor Requirements

* **Email Address**: Required for donor synchronization
* **Name Fields**: First and last name required for individuals
* **Organization Name**: Required for organizational donors

### Transaction Validation

* **Amount Limits**: Minimum and maximum donation amounts
* **Fund Validation**: GL codes must exist in DonorPerfect
* **Date Formatting**: Automatic date format conversion

### Data Quality Checks

* **Duplicate Detection**: Prevents duplicate donor records
* **Format Validation**: Ensures data meets DonorPerfect requirements
* **Required Fields**: Validates all mandatory fields before sync

## Testing and Validation

### Configuration Testing

Before enabling the integration:

1. **Test API Connection**: Verify credentials and connectivity
2. **Sample Data Sync**: Test with a small dataset first
3. **Field Mapping Review**: Confirm all fields map correctly
4. **Error Handling**: Test error scenarios and recovery

### Go-Live Checklist

<Steps>
  <Step title="Verify API Credentials">
    Confirm DonorPerfect API key is valid and has proper permissions
  </Step>

  <Step title="Configure Sync Settings">
    Set appropriate sync preferences for your organization
  </Step>

  <Step title="Test Data Flow">
    Perform test transactions to verify data synchronization
  </Step>

  <Step title="Monitor Initial Sync">
    Watch for any errors during the first full synchronization
  </Step>

  <Step title="Enable Full Integration">
    Turn on all sync settings and begin normal operations
  </Step>
</Steps>

## Troubleshooting Common Issues

### API Connection Problems

* **Invalid API Key**: Verify key is correct and active
* **Permission Issues**: Ensure API key has required permissions
* **Network Connectivity**: Check firewall and network restrictions

### Data Sync Issues

* **Missing Donors**: Check email address requirements
* **Fund Mapping Errors**: Verify GL codes exist in DonorPerfect
* **Duplicate Records**: Review duplicate detection settings

## Next Steps

<CardGroup cols={2}>
  <Card title="Data Mapping Guide" href="/donorperfect/data-mapping/overview">
    Learn how data is mapped between WeGive and DonorPerfect
  </Card>

  <Card title="Integration Nuances" href="/donorperfect/integration-nuances">
    Understand platform-specific behaviors and limitations
  </Card>
</CardGroup>

## Support

Need help with configuration? Contact our support team at [support@wegive.com](mailto:support@wegive.com) for assistance with setup and troubleshooting.