DonorPerfect & TrueGivers Customizations
DonorPerfect is responsible for creating all custom fields for the TrueGivers & DonorPerfect integration. If you are seeing that your custom fields are not created within your TrueGivers account, please notify your DonorPerfect account manager.
Find your DonorPerfect Account Manager
If you are unsure who your DonorPerfect Account Manager is, you can search for their name and contact information here: https://www.donorperfect.com/clients/account-salesmanager-find/.
Initiating Automatic Processing for your TrueGivers Account
In order for your TrueGivers & DonorPerfect account to include automatic processing, you must click Synchronize on your TrueGivers account for the first time. Once you have initiated your first synchronization, the system will automatically process to look for new records or changes on your account and automatically download, process, and synchronize your records.
If your account was created more than 7 days prior to you logging in for the first time, we recommend you click the Download button on your TrueGivers Dashboard PRIOR to clicking the Synchronize button. This will pull down any changes to your existing records or any new records since your records were originally downloaded and processed. This makes sure that any changes will be reflected within your TrueGivers account before you initiate the synchronization of updates to your account.
Are you an existing DonorPerfect customer?
Contact your DonorPerfect Account Representative to get started today and keep your database updated automatically!
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