Frequently Asked Questions
Do you have a Data Dictionary?
Yes! You can access our Data Dictionary here: truegivers.com/integrations/data-dictionary
How can I access my API Key?
You can access your API Key by providing your DonorPerfect Online Client ID# and your Organization Name to DonorPerfect Support:
Phone: (215) 628-4343
Email: [email protected]
Who can I contact to help me create customizations?
If you would like DonorPerfect to create these User Defined Field customizations to your accounts, contact DonorPerfect Support:
Phone: (215) 628-4343
Email: [email protected]
How do you prevent duplicate records?
TrueGivers only processes records that are present in your account. We do not create any new records and instead we will synchronize data with the current fields present within each specific account. Additionally, for each account or address being synchronized, we make sure that we are referencing an Individual Account Id or an Address Key to avoid any duplications. For example, if we find that one of your donors moved, we will synchronize their address for you in a format that complies with USPS standards.
How do I purchase credits?
You can purchase credits by clicking on the Purchase Credits button in the blue box on your Data Stewardship Dashboard. This will pop-up a purchase form to purchase credits.
You can also purchase credits by clicking the User Menu dropdown located in the top right corner of your screen. Then, click Credits. This will pop-up a purchase form to purchase credits.
Do I have to purchase credits?
We do not require you to purchase credits. However, if you would like to have your database automatically synchronized with updates, upgrade your account by purchasing credits in TrueGivers. Read more about pricing here: DonorPerfect - Pricing.
What does the data on my Data Stewardship Dashboard tell me?
The Data Stewardship Dashboard provides high-level summary information of the data processed. Read more about the dashboard on DonorPerfect - Training.
Why is my Total Records count in DonorPerfect different from my TrueGivers Total Record count?
Your Total Records count in DonorPerfect could be different from the Total Record count provided by TrueGivers because we only pull down records that are identified as individual accounts by DonorPerfect. Organization accounts are not currently downloaded into TrueGivers.
Where does the Individual & Household (demographic) data come from?
TrueGivers sources data from many different suppliers. We curate each attribute by combining as many sources as possible. We use the best data available to provide the greatest coverage and the highest quality. This allows us to deliver high match rates and attributes with a narrow focus. Read more about our Individual & Household Enhancement data.
What are Tasks and what do they do?
Stewardship Tasks are based on data enhancement identified during update processing. They provide a specific action you can take on a specific record to improve data stewardship – and ultimately your relationship with your donor.
First, tasks are internal notifications for you and your team to keep your database as clean and ready-to-use as possible. This helps you practice regular maintenance and avoid clunky batch updates. Second, tasks are designed to help you stay in regular communication with your donors by leveraging the data in your CRM. We prompt you to take small steps that bolster your relationships.
Interacting with TrueGivers' Stewardship Tasks does not actually carry out the action stated in the task. Instead, it is an internal way to track your data clean-up or donor communications. Read more about tasks here.
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