DonorPerfect Data Mapping Overview
The WeGive DonorPerfect integration uses comprehensive data mapping to ensure information flows accurately between both systems. This overview explains the core mapping concepts and data flow patterns.Integration Architecture
Bidirectional Data Flow
Data Synchronization Types
Pull Operations
DonorPerfect → WeGive
- Import existing donor profiles
- Sync historical transaction data
- Update donor information changes
- Retrieve fund and campaign data
Push Operations
WeGive → DonorPerfect
- Export new donations
- Create donor profiles
- Sync recurring gift setup
- Update fund designations
Core Data Entities
Primary Objects
The integration handles four main data types:Donors (Individuals & Organizations)
Donors (Individuals & Organizations)
DonorPerfect Table:
dpMaps donor profile information including:- Personal and contact information
- Address and communication preferences
- Donor classification and preferences
- Custom fields and attributes
Transactions (Gifts & Payments)
Transactions (Gifts & Payments)
DonorPerfect Table:
dpgiftSynchronizes transaction data including:- Gift amounts and processing fees
- Fund designation and GL codes
- Payment methods and dates
- Tribute and memorial information
Recurring Donations (Pledges)
Recurring Donations (Pledges)
DonorPerfect Table:
dppledgeManages recurring giving programs:- Pledge amounts and schedules
- Payment frequency and dates
- Donor commitment tracking
- Automated payment processing
Funds (GL Codes)
Funds (GL Codes)
DonorPerfect Table:
dpcodeSynchronizes fund designations:- GL code creation and updates
- Fund descriptions and categories
- Designation tracking
- Financial reporting alignment
Data Transformation Rules
Format Conversions
| Data Type | WeGive Format | DonorPerfect Format | Transformation |
|---|---|---|---|
| Amounts | Integer (cents) | Decimal (dollars) | Divide by 100, subtract fees |
| Dates | ISO 8601 | MM/DD/YYYY | Format conversion |
| Phone Numbers | Various formats | Cleaned digits | Strip formatting |
| Names | Full flexibility | Length limits | Truncate if needed |
Field Validation Rules
Required Fields
Required Fields
Donor Records
- First name and last name (individuals)
- Organization name (organizations)
- Valid email address
- Valid donor ID
- Transaction amount > 0
- Valid fund/GL code
- Transaction date
Data Quality Checks
Data Quality Checks
Validation Process
- Email format validation
- Phone number cleaning
- Address standardization
- Duplicate detection
- Field length compliance
Mapping Strategies
Identity Management
Donor Identification
Donor Identification
Primary Key Strategy
- WeGive stores DonorPerfect donor IDs (
dp_id) - Email addresses used for matching during imports
- Automatic ID assignment for new donors
- Duplicate prevention through ID tracking
Transaction Correlation
Transaction Correlation
Gift Tracking
- WeGive transaction IDs mapped to DonorPerfect gift IDs
- Automatic gift record creation
- Payment method preservation
- Status synchronization
Fund Designation
Fund Designation
GL Code Management
- WeGive fund IDs mapped to DonorPerfect GL codes
- Automatic code creation for new funds
- Description synchronization
- Category preservation
Data Enrichment
Automatic Enhancement
- Address standardization and validation
- Phone number formatting
- Email validation and cleaning
- Name parsing and standardization
Contextual Information
- Gift source attribution (“Online gift through WeGive”)
- User ID tracking for audit trails
- Integration timestamp recording
- Error status and resolution tracking
Synchronization Patterns
Real-Time Sync
1
Transaction Processing
New donations in WeGive trigger immediate sync to DonorPerfect
2
Donor Creation
New donor profiles automatically create DonorPerfect records
3
Status Updates
Payment status changes sync in real-time
Scheduled Sync
Incremental Updates
Incremental Updates
Every 15 Minutes
- Modified donor information
- Updated transaction details
- Recurring donation changes
- Fund designation updates
Bulk Operations
Bulk Operations
Daily/Weekly
- Historical data imports
- Large dataset synchronization
- Data quality cleanup
- Performance optimization
Error Handling and Recovery
Data Validation Errors
| Error Type | Handling Strategy | Resolution |
|---|---|---|
| Format Errors | Auto-correction | Automatic retry with corrected data |
| Missing Fields | Validation alert | Manual review and correction required |
| Duplicates | Matching logic | Merge or skip based on configuration |
| API Limits | Retry logic | Automatic backoff and retry |
Monitoring and Alerts
Real-Time Monitoring
- Sync status dashboard
- Error rate tracking
- Performance metrics
- Success/failure rates
Automated Alerts
- Email notifications for critical errors
- Dashboard warnings for attention items
- Scheduled reports for administrators
- Integration health summaries
Best Practices
Data Preparation
Before Integration
Before Integration
Recommended Steps
- Clean duplicate records in both systems
- Standardize email formats and validate addresses
- Organize fund structure and GL codes
- Review and update donor contact information
- Test with sample data before full implementation
Ongoing Maintenance
Ongoing Maintenance
Regular Tasks
- Monitor sync status weekly
- Address validation errors promptly
- Review and clean duplicate donors
- Update fund mappings as needed
- Validate data quality regularly
Performance Optimization
1
Batch Size Optimization
Configure appropriate batch sizes for your data volume
2
Sync Scheduling
Schedule large operations during off-peak hours
3
Error Resolution
Address sync errors quickly to prevent backlog
4
Regular Monitoring
Review integration performance and adjust as needed
Detailed Mapping Documentation
Donor Mapping
Complete field mapping for donor profiles
Transaction Mapping
Detailed transaction and gift field mapping
Recurring Donations
Pledge and recurring gift synchronization
Fund Management
GL code and fund designation mapping