DonorPerfect – Training

Records

TrueGivers provides a full list of your downloaded records. You can view these at your leisure, and if you are paid, you can view the updates available to your records. Records with updates will have data in the far right column called Updated.

Search your Records

TrueGivers allows all you to search through your records downloaded through the integration. Navigate to the search bar (see picture above) at the top of the home page of app.truegivers.com. Then, enter a search term and explore your records.

You can search using one of the following search terms:

• First Name
• Last Name
• CRM Record Id

Additionally, you can click on the search button without entering a search term, and we will return a full list of records downloaded.

Record Statuses

TrueGivers has a few different statuses that we give to records within the app. These statuses are internal statuses and do not reflect the status of your record within your CRM.

Active: A record with a status of Active means that this record has the most up to date address data from within your CRM. This is the record that we send for processing.

Inactive: A record with a status of Inactive means that this record will not be downloaded, processed, or synchronized. This could be that your record was deleted our of your CRM by someone from your organization. This could be that your Integration Settings prevented us from synchronizing the record. Or you or a member of your organization turned Updates off for this record.

Archived: A record with a status of Archived means that this record has old address data. TrueGivers marked this record as Archived because we found that the primary address for this record has changed or there was a change to the current primary address.

Sync your Records

TrueGivers automatically runs a nightly sync on your records.

We scan your DonorPerfect database nightly to check for new data you entered. This allows us to provide updates almost in real time. When you add new accounts or other data, we'll include that in our daily check to make sure you always have the most current, accurate data available.

We also re-process your entire database once a week to look for new changes in our data sources. This process allows us to deliver the most up-to-date data available in the market.

However, if you are excited to get new data into your CRM more quickly, the Synchronize button in the Next Steps messaging will kick off synchronization for every record in your database. This process is automated to be done overnight, so you never have to click this button. It's just a way to get your updates even faster.

Paid users have access to the Synchronize button on the record display page. This is used to synchronize the data for that single record with your CRM. This pushes new and standardized data into your CRM. To synchronize a single record, just navigate to the record you would like to sync and review the data changes. If you like the data you see, you can sync the record by clicking on the Synchronize button. This button is located at the top right of the record's page. When you click this button, we will prompt you to confirm the sync. You will be given another prompt when your record has finished its sync. Then, you can navigate to the record in your CRM and see the updates provided.

Revert your Records

TrueGivers provides a Revert button to remove the data added to your CRM during synchronization and returns the record to what it looked like before TrueGivers downloaded it. Paid users have the ability to revert a single record at a time. Just navigate to the record you would like to revert. If the record has been Synchronized already, then the revert button will be activated. When you click this button, we will prompt you to confirm the revert. You will be given another prompt when your record has finished reverting. Then, you can navigate to the record in your CRM and see the changes made.