> ## 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.

# Setup Requirements

> Prerequisites and configuration steps needed to set up the WeGive DonorPerfect integration.

# DonorPerfect Integration Setup Requirements

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

## Prerequisites

### DonorPerfect Requirements

<AccordionGroup>
  <Accordion title="Administrative Access">
    * Administrator or System Manager role in DonorPerfect
    * Permission to manage API keys and system integrations
    * Access to GL code configuration
  </Accordion>

  <Accordion title="API Access">
    * DonorPerfect Online subscription with API access enabled
    * Valid API key with appropriate permissions
    * Understanding of your DonorPerfect database structure
  </Accordion>

  <Accordion title="Data Structure">
    * Active donor profiles with valid email addresses
    * Configured GL codes for fund management
    * Established gift and pledge tracking systems
  </Accordion>
</AccordionGroup>

### WeGive Requirements

<AccordionGroup>
  <Accordion title="Account Access">
    * WeGive organization account with admin privileges
    * Access to the WeGive Dashboard integration settings
    * Understanding of your WeGive fund and campaign structure
  </Accordion>

  <Accordion title="System Configuration">
    * Active donation processing capabilities
    * Configured funds and campaign settings
    * Proper donor profile management setup
  </Accordion>
</AccordionGroup>

## Required Information

Before starting the integration setup, gather the following information:

### DonorPerfect Credentials

| Requirement            | Description                                    | Where to Find                                   |
| ---------------------- | ---------------------------------------------- | ----------------------------------------------- |
| **API Key**            | Authentication key for DonorPerfect API access | DonorPerfect Admin > System Settings > API Keys |
| **Instance URL**       | Your DonorPerfect server URL (optional)        | Usually defaults to production endpoint         |
| **Database Structure** | Understanding of custom fields and codes       | DonorPerfect Admin > Field Setup                |

### Synchronization Preferences

Determine which data types you want to synchronize:

<CardGroup cols={2}>
  <Card title="Donor Sync" icon="users">
    Sync individual and organizational donor profiles
  </Card>

  <Card title="Transaction Sync" icon="credit-card">
    Sync one-time donations and payments
  </Card>

  <Card title="Recurring Donations" icon="arrows-rotate">
    Sync pledge and scheduled giving data
  </Card>

  <Card title="Campaign Tracking" icon="bullseye">
    Sync campaign attribution and fund codes
  </Card>
</CardGroup>

## Technical Considerations

### Data Volume and Performance

<Warning>
  **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.
</Warning>

* **Initial Sync Time**: Allow extra time for first-time data synchronization
* **Ongoing Performance**: Regular syncs are incremental and typically complete quickly
* **Rate Limiting**: DonorPerfect API has usage limits that are automatically managed

### Data Quality Requirements

<AccordionGroup>
  <Accordion title="Email Addresses">
    * Donors must have valid email addresses for synchronization
    * Duplicate email handling should be configured appropriately
    * Email format validation is automatically applied
  </Accordion>

  <Accordion title="Fund Mapping">
    * GL codes should be properly configured in DonorPerfect
    * WeGive funds should have clear naming conventions
    * Consider creating dedicated codes for online gifts
  </Accordion>

  <Accordion title="Data Cleanup">
    * Review and clean duplicate donor records before integration
    * Standardize address and contact information formatting
    * Ensure campaign and fund structures are properly organized
  </Accordion>
</AccordionGroup>

## Security and Permissions

### API Security

* **Secure Storage**: API keys are encrypted and securely stored
* **Limited Scope**: Integration only accesses necessary DonorPerfect functions
* **Audit Trail**: All sync activities are logged for monitoring

### Data Privacy

* **Anonymous Gifts**: Respects donor privacy preferences
* **Data Minimization**: Only syncs necessary fields
* **Compliance**: Maintains GDPR and privacy regulation compliance

## 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

<Note>
  **API Key Permissions**: Ensure your API key has permissions for donor management, gift processing, and code management functions.
</Note>

## Next Steps

Once you have gathered all required information and credentials:

<CardGroup cols={2}>
  <Card title="Configuration Guide" href="/donorperfect/configuration-options">
    Learn how to configure the integration in WeGive
  </Card>

  <Card title="Data Mapping" href="/donorperfect/data-mapping/overview">
    Understand how data is mapped between systems
  </Card>
</CardGroup>

## Support

Need help with setup requirements or obtaining API access? Contact our support team at [support@wegive.com](mailto:support@wegive.com) for assistance.