Custom fields are where TrueGivers stores individual enhancement data, household enhancement data, and deceased data. Several customizations are required to support the full TrueGivers and DonorPerfect integration. Read more about these customizations and their details below.
The customizations required for this integration:
- Deceased Type
- Deceased Date
- Deceased Link
- Birth Year
- Business Owner
- Home Owner
- Net Worth Decile
- Market Value Range
- Income Decile
- Religion
- Heritage
Objects we update:
- Address - Constituent Contact Information
- Address 2 - Constituent Contact Information
- City - Constituent Contact Information
- State - Constituent Contact Information
- ZIP - Constituent Contact Information
- Country - Constituent Contact Information
- Address Type - Addresses
- *Do Not Send Mail? - Contact Preferences
- *No Mail Reason - Contact Preferences
* These fields will only be updated based on the settings you turn on/off.
Objects we create:
- TrueGivers creates the following objects when we identify a move address:
- Address - Addresses
- Address 2 - Addresses
- City - Addresses
- State - Addresses
- ZIP - Addresses
- Country - Addresses
Note: The created objects listed above will not affect existing objects. When we find a move for one of your Individual Accounts, we will create the standardized move address and mark it as primary. The original address will be standardized and moved to the Address Section.
Objects we delete:
- Currently, we do not delete any data from your database. We simply process your data and synchronize it for you.
Learn more about DonorPerfect customizations here: Creating User Defined Fields.
Where can I find the fields used in the integration?
|
TrueGivers Fields
|
DonorPerfect Field Prompt
|
Customization?
|
|---|---|---|
| Address Line 1 | Address | No |
| Address Line 2 | Address 2 | No |
| Address City Name | City | No |
| Address State Code | State | No |
| Address Postal Code | ZIP | No |
| Address Postal Code Extension | ZIP | No |
| Address Country Code | Country | No |
| Deceased Type | Deceased Type | Yes |
| Deceased Date | Deceased Date | Yes |
| Deceased Link | Deceased Link | Yes |
| Birth Year | Birth Year | Yes |
| Business Owner | Business Owner | Yes |
| Home Owner | Home Owner | Yes |
| Net Worth Decile | Net Worth Decile | Yes |
| Market Value Range | Market Value Range | Yes |
| Income Decile | Income Decile | Yes |
| Religion | Religion | Yes |
| Heritage | Heritage | Yes |
Are you an existing DonorPerfect customer?
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