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Integrating TrueGivers & DonorPerfect

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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 standard user-defined fields (UDFs) required for the integration:

Field Name Display Caption
TG_BIRTH_YEAR Birth Year
TG_DECEASED_DATE Deceased Date
TG_DECEASED_FIRST Deceased First Name
TG_DECEASED_LAST Deceased Last Name
TG_DECEASED_TYPE Deceased Type
TG_HERITAGE Heritage
TG_HOME_OWNER Home Owner
TG_INCOME_DECILE Income Decile
TG_MKT_VALUE_RANGE Market Value Range
TG_NET_WORTH_DECILE Net Worth Decile
TG_RELIGION Religion

The premium user-defined fields (UDFs) used in the integration:

Field Name Display Caption
TG_BIRTH_MONTH Birth Month
TG_DECEASED_LINK Deceased Link

Objects updated as part of the integration:

  • 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

 

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