Donor Perfect Integration

WHAT IS IT?

Acceptiva is offering integration with DonorPerfect so contact and transaction data is automatically added to your DonorPerfect CRM as transactions are processed via the Acceptiva platform. This integration works with all Acceptiva payment interfaces, including forms, the API, and the Lightbox.

WHAT CAN WE DO?

Whenever a new payer processes a one-time, recurring, or non-payment transaction or refund through the Acceptiva gateway, a new DonorPerfect contact will be automatically created in real time. We determine whether to create a new contact or update an existing one by checking if their first name, last name, billing address, and/or email match any existing contacts. These contact matching parameters are customizable, so we can execute the lookup with any combination of those data points that works best for you. If a contact already exists in your DonorPerfect CRM, then we can update their information if they have made a change.

We can send data to populate information for DonorPerfect donors or gifts. There are three types of data we can send:
  1. Static Data: This is data that you can specify and that will be passed with every transaction and will always be the same. 
  2. Pass-Thru Data: This is data that payers enter into custom data fields. The names of the field in the Acceptiva platform can differ from the name you create in DonorPerfect, and we will map the fields, so the data is sent to the correct place. 
  3. Acceptiva Data: This is the data we store in our platform with every transaction and that can be passed as-is or translated to values that Salesforce will accept.

WHAT WILL YOU NEED TO DO?

Provide us with a point of contact at your organization who has expertise in the DonorPerfect software. After that, we’ll need a few things from you to get started.

You will need to first obtain an API key for your DonorPerfect account and provide it to us as well as a sandbox login to ensure the integration is set up correctly. We will also need to know the rule set for which contact parameters (first name, last name, billing address, and email) must match to update an existing contact versus creating a new one. We will send you a standardized spreadsheet to fill out to help determine the necessary matching rules.

DonorPerfect has three optional custom fields: gl_code, solicit_code, and sub_solicit_code. We are able to pass data from our sub ID fields to these custom fields so if desired you will need to send us the mapping requirements for these fields as well.

We will provide you with a spreadsheet you can fill out to specify the mapping protocol. Here is an example of what this spreadsheet might look like:

 If you are interested in getting started with DonorPerfect integration or have any unanswered questions, please contact us at 1-800-507-3871, or email clients@acceptiva.com. Our customer service hours are Monday-Thursday 7:00a - 5-00p PDT and Friday 7:00a - 4:00p PDT.

DonorPerfect integration will cost just $10.00 per month per Acceptiva account.