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Integrating TrueGivers & DonorPerfect

About  |  Data  |  Setup  |  Process  |  Support  |  Training  |  Pricing

Register and Setup your Database for the Integration

The registration page will require:

  • Organization Name
  • Email Address
  • API Key

Once you have entered your Organization Name and Email Address, TrueGivers will validate your information to confirm that you are a DonorPerfect user. Then, you will be asked to enter your valid API Key. Next, TrueGivers will validate your API Key. Click Submit and you will receive an email with a temporary password to sign into your TrueGivers account.

Continue reading to view instructions on how to access your API Key.

API Key

The API Key provided by DonorPerfect is a very strong password of over one hundred characters in length and unique to your account. It provides enhanced security for the TrueGivers and DonorPerfect connection.

To access your Valid API Key, you will need to contact DonorPerfect Support via email or phone. You will need to provide your DonorPerfect Online Client ID# and your Organization Name.

Contact DonorPerfect Support

Phone: (215) 628-4343
Email: support@donorperfect.com

 

Find your Client ID Number

To find your DonorPerfect Online Client ID#, login to your DPO account. Then scroll to the bottom of the homepage, and look for your Organization Name in the footer.

DPO Homepage
DPO Homepage

After you have identified your Organization Name in the footer, your Client ID # is located after your Organization's name. In this example, Your Organization Name is the Organization's Name, and E1234512345 is the Client ID number.

Retrieve your API Key

To get an API Key value for your DonorPerfect site, contact DonorPerfect Support. Email and phone listed above. If you are an API integrator acting on behalf of a DonorPerfect Online (DPO) client, please have your DPO client request the API Key. In your email, include both your Organization Name and Client ID number.

Registered Users

Once you have completed registration, TrueGivers will continue to automatically process your records on a daily basis. We will also update your Data Stewardship Dashboard when we find new data, which offers insights into the potential impact the data can have on your organization. The report also includes an analysis of cost savings you receive through a TrueGivers integration.

Click the purchase credits button to make a purchase
Click the purchase credits button to make a purchase

Registering for the TrueGivers & DonorPerfect Integration does not include automatic synchronization, so you will not see new data in your DonorPerfect database until you purchase credits. Additionally, some search features are disabled until you purchase. Continue reading to learn more about the purchasing process.

Purchase Whenever You Are Ready

To have your database automatically synchronized, purchase credits in TrueGivers. Follow these steps.

Purchase Credits

TrueGivers uses credits to streamline the purchasing process. One (1) credit is equal to $0.10. In the blue box on the Data Stewardship Dashboard, you will see a Purchase Credits button.

Purchase Credits

Clicking this button will open a purchase form. Select the pricing tier that corresponds with your credit count total.

Data Hygiene and Enhancement Services Purchase Form -DonorPerfect
Data Hygiene and Enhancement Services Purchase Form -DonorPerfect

In order for data to synchronize, you must purchase enough credits to cover all of the records in your DonorPerfect database. Credits never expire, so you are welcome to purchase additional credits to cover additional months of service. You are always able to purchase credits through the Credits Counter located in the User Menu dropdown. This is located at the top right corner of your screen. Use the drop-down menu to choose the number of credits you would like to purchase.

Credits help us deliver uninterrupted service for our customers. Read more determining the right number of credits to purchase on our pricing page.

Apply Credits

After you purchase credits, we recommend you click the "Apply Credits" button to see your new data immediately. Clicking the Apply Credits button unlocks all TrueGivers features.

Apply Credits
Apply Credits

TrueGivers will ask you to confirm that you want to apply your credits. Click "OK" to do so. If you do not manually apply your credits, don't worry. TrueGivers will automatically apply your credits during nightly synchronization. After you Apply Credits, you will have access to all TrueGivers features and data until your account has insufficient credits.

Add Customizations

In DonorPerfect, you will need to customize your account in a few different ways.  User Defined Fields or UDFs are fields that you can add to your DonorPerfect account. DonorPerfect allows an unlimited amount of UDFs. Some of these fields will need a new section created and some will need codes to be added to their field.

You can create these User Defined Fields yourself or contact DonorPerfect Support (contact details at the top of the page) to have them create them for you.

If interested, DonorPerfect has a video available to learn more: Creating User Defined Fields.

Please Note: Because each DonorPerfect account is customized to your organization, you may not have all of the sections that are mentioned in this documentation. We recommend adding these UDFs to whatever section(s) you think they will fit best on your DonorPerfect profiles. Or we recommend placing all fields within a single section. Below is a sample of DonorPerfect UDFs you can use as a guide. Your own implementation may vary from this sample. Do not hesitate to contact us with any questions: donorperfect@truegivers.com.

To start the customizations, you'll need to navigate to your Screen Designer page. While logged into your account, click the Settings button in the top right corner of the DonorPerfect navigation bar. Then, click Screen Designer.

DPO Screen Designer
DPO Screen Designer

You will be redirected to the Screen Designer page. On this page, you can add new fields and format how you would like your fields to appear in your account.

DPO Screen Designer page
DPO Screen Designer page

 

To add the fields for the TrueGivers and DonorPerfect integration, you will need to add the fields in the appropriate sections and create a new section for the Enhancement Data.

Add a New Section

To add a new section, you'll need to click the Section Tab at the top of the Screen Designer page. Then, click Bio in the screen dropdown. You will be adding the Demographics tab.

 

DPO Adding a New Section
DPO Adding a New Section

 

Click the Add New Section button. Then name the Section Prompt: Demographics. In Display Properties, update the Position to '9', and the No. of Columns to '3'. Default Display should be 'Expanded'. Then click Save Section at the bottom.

 

DPO Add Demographics Section
DPO Add Demographics Section

Add User Defined Fields

To add a new field, you'll need to click the Field Tab at the top of the Screen Designer page. Then, click the screen or tab you would like to add a field. This will instruct you in how to add the Business Owner field.

 

Add UDFs in Contact Preferences
Add UDFs in Contact Preferences

Update the Screen dropdown to Bio, and the Section dropdown to Demographics. Then, click Add New Field. On the New Field Page, you will need to fill in each part with the appropriate field information which we will provide below.

Add new Field
Add new Field

All TrueGivers fields will be prefixed with 'TG_', but the Prompt will not include this prefix. When you have filled in all of the correct information, click Save Field and Exit. This will bring you back to the Screen Designer page and enable you to add the next field. Continue adding all necessary fields by repeating the steps above.

Required User Defined Fields

For TrueGivers Enhancement fields to be populated, you must setup your custom fields to match the table below.

When creating these user defined fields, please make sure the user defined field and its values are exactly as they are listed in the table below. Creating fields and values that vary from those listed will prevent those values from being synced.

Field Name
Prompt
Display Type
Data Type
Character Type
Display Width
Display Codes /Descriptions
Display?
Batch 2.0 Templates?
1 TG_DECEASED_TYPE Deceased Type Drop Down 200 Descriptions Yes Yes
2 TG_DECEASED_DATE Deceased Date Text Box Date 200 Descriptions Yes Yes
3 TG_DECEASED_LINK Deceased Link Text Box Character 200 200 Descriptions Yes Yes
4 TG_BIRTH_YEAR Birth Year Text Box Character 200 200 Descriptions Yes Yes
5 TG_NET_WORTH_DECILE Net Worth Decile Drop Down 200 Descriptions Yes Yes
6 TG_RELIGION Religion Drop Down 200 Descriptions Yes Yes
10 TG_BUSINESS_OWNER Business Owner Drop Down 200 Descriptions Yes Yes
8 TG_MKT_VALUE_RANGE Market Value Range Drop Down 200 Descriptions Yes Yes
9 TG_HERITAGE Heritage Drop Down 200 Descriptions Yes Yes
10 TG_HOME_OWNER Home Owner Yes/No Option 200 Descriptions Yes Yes
11 TG_INCOME_DECILE Income Decile Drop Down 200 Descriptions Yes Yes

 

TrueGivers DonorPerfect Custom Field Setup

In the chart below, you will see how TrueGivers setup up the User Defined Fields needed for the integration. You do not have to set up your fields exactly this way.

DPO UDF
DPO UDF (Click image to enlarge)

If a cell is blank then this field may not be applicable to specific display types or if you do not see a field in the chart above, then we do not populate it. Questions? Contact us at donorperfect@truegivers.com.

Add User Defined Field Codes

DonorPerfect requires users to add codes for fields that may have more than one description. These codes help keep DonorPerfect Online consistent and helps you filter and sort fields. TrueGivers has 10 fields that need codes.

You can read more about using codes in DonorPerfect her: Tips for Creating a Good Coding System

To add a code to a field in DonorPerfect, you must first have the field created. To create fields, please review the section above: Add User Defined Fields.

Once all of the fields are added to your account, you can add your codes in Code Maintenance. While logged into your account, click the Settings button in the top right corner of the DonorPerfect navigation bar. Then, click Code Maintenance.

DPO Code Maintenance
DPO Code Maintenance

You will be redirected to the Code Maintenance page. On this page, you can add codes and to your fields so they appear in your account.

Code Maintenance Page
Code Maintenance Page

 

Next, you can click 'Go' to view all fields, or you can search for each individual field you need to update. (HINT: if you are looking for all TrueGivers fields, search for 'TG_') For this example, we will search for Business Owner. Once you have selected the field, click Go.

Code Maintenance Example
Code Maintenance Example

To add a new code, click the add button located above and to the left of the chart. A form will pop up called Code Properties. This is where you should add details about the code. For Business Owner, we need to add ten codes total:

Field Name
Code
Description
Business Owner A
B
C
D
E
F
M
O
P
S
Accountant
Builder
Contractor
Dealer/Retailer/Storekeeper
Distributor/Wholesaler
Funeral Director
Maker/Manufacturer
Owner
Partner
Self-Employed

We will add the code 'A' for Accountant first. Make sure that the Field Name is the correct TrueGivers field name. Then in the Code field, enter 'A'. Next, in the Description field, enter 'Accountant'. Finally, click the save button.

Code Properties Example
Code Properties Example

Your page will refresh and you will see the Valid code in the table. You need to repeat the last few steps in include the other fields. The code field will always be only 1 or 2 digits and either a number or a letter. The Description will be a word or a range of numbers. When you have completed the Business Owner field, your Code Maintenance field will look like this:

Code Maintenance Example complete
Code Maintenance Example complete

When you are done, you can begin to find the next field and add the appropriate codes. You can view a list of the fields that need codes by viewing the table below.

Field Name/Prompt
Code
Description
Deceased Type I
H
Individual
Household
Business Owner A
B
C
D
E
F
M
O
P
S
Accountant
Builder
Contractor
Dealer/Retailer/Storekeeper
Distributor/Wholesaler
Funeral Director
Maker/Manufacturer
Owner
Partner
Self-Employed
Net Worth Decile 1
2
3
4
5
6
7
8
9
10
Less than or equal to $0
$1 - $9,999
$10,000 - $24,999
$25,000 - $49,999
$50,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $999,999
$1,000,000 - $1,999,999
$2,000,000 +
Market Value Range 1
2
3
4
5
6
7
8
9
10
11
$0 - $49,999
$50,000 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 - $249,999
$250,000 - $299,999
$300,000 - $399,999
$400,000 - $499,999
$500,000 - $749,999
$750,000 - $999,999
$1,000,000 Plus
Income Decile 1
2
3
4
5
6
7
8
9
10
Less than or equal to $39,999
$40,000 - $69,999
$70,000 - $99,999
$100,000 - $129,999
$130,000 - $174,999
$175,000 - $249,999
$250,000 - $399,999
$400,000 - $749,999
$750,000 - $999,999
$1,000,000 +
Religion 1
2
3
4
5
6
7
8
9
10
Buddhist
Catholic
Hindu
Muslim
Jewish
Other Asian Religions
Lutheran
Mormon
Eastern Orthodox
Protestant
Heritage 1
2
3
4
5
6
7
8
9
10
African American
East Asian
South Asian
Central Asian
Mediterranean
Native American
Polynesian
Middle Eastern
Western European
Eastern European

 

You will not need to create codes for the following fields:

  • Deceased Date
  • Deceased Link
  • Birth Year
  • Home Owner

 

Are you an existing DonorPerfect customer?

Register to start your integration between TrueGivers and DonorPerfect and keep your database updated automatically!

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