Levitate + DonorPerfect Integration

Overview

The DonorPerfect integration allows Levitate to sync your donor and contact data so you can build stronger relationships, automate outreach, and stay engaged with your supporters.

• Industry: Non-Profit
• Integration Type: API
• Sync Frequency: Twice daily
• Writeback: Supported — Levitate writes activity back to donor contact logs in DonorPerfect

How Data Syncs

• Levitate connects to DonorPerfect using a secure API key.
• Once connected, donor and contact data will begin syncing into Levitate.
• Updates made in DonorPerfect will reflect in Levitate during the next sync cycle (twice daily).

Getting Started

Before connecting, you'll need a DonorPerfect API key. Request one from DonorPerfect support or the API helpdesk at api@softerware.com; it typically takes a day or two.

Your Success Specialist turns on the DonorPerfect integration for your account. Once it's on, an account admin connects it. Only account admins can connect DonorPerfect, update the API key, or disconnect.

Account admins see a DonorPerfect card on the Levitate dashboard until the integration is connected. Click Connect with DonorPerfect V2 on the card to open the setup page.

You can also reach the setup page from the Integrations menu:

1. In Levitate, open the dropdown menu under your name in the upper right corner and choose Integrations.
2. Find the DonorPerfect card and click Connect.

On the setup page's Configure tab, enter your DonorPerfect API key and click Connect. Entering a valid key starts the initial sync.

Once connected, the same tab lets you replace the key with Update API Key or stop syncing with Disconnect.

Your Success Specialist will also confirm which Levitate user owns your synced contacts and which tags to include.

Activity Writeback

Levitate automatically records engagement activities back into DonorPerfect donor contact logs, including:

• Notes
• Emails
• Phone calls
• Text conversations
• Handwritten cards

Each activity type maps to a DonorPerfect Activity Code.

Note: Contact your Success Specialist to check which activity types are written back, turn write-back on or off for a type, or set its Activity Code. If no code is set, the activity is still recorded but may not be classified correctly in DonorPerfect.

What Will Sync into Levitate

Contact Information

• First and last name
• Title / job title
• Email address
• Phone numbers (mobile, business, home, fax)
• Address details
• Nickname, if your Success Specialist maps a DonorPerfect field to it. A mapped nickname can also replace an individual donor's first name in Levitate. Organizations and donors with no nickname keep their DonorPerfect first name.

If multiple phone numbers exist, one will be treated as primary for communication purposes.

Donation Boards Integration

DonorPerfect connects directly to Levitate's Donation Boards. As long as the Levitate account has opportunity boards enabled, donors and their donation information will load into Donation Boards. Non-profit clients can use Donation Boards to track giving and use donation history (like amount given and campaign given to) to stay in better touch with donors.

Read more about Donation Boards here.

Donation Information

Levitate can display key donation details such as:

• Donation amount
• Donation date
• Campaign name

This allows your team to better understand and engage with donors.

Ownership

• DonorPerfect does not include standard ownership fields
• All contacts in Levitate are assigned to a single designated owner

Your Success Specialist sets this owner during setup, and it applies across all synced contacts.

Key Facts

Levitate automatically creates important data points such as:

• Donor ID (unique identifier for each donor)
• Birthday, if a birthday field is mapped (see Birthday Mapping)

These help with tracking and segmentation.

Tags

Tags help organize and segment your donor base. Common tags include:

• DonorPerfect (applied to all synced contacts)
• Donor Type (e.g., Individual, Organization)
• Major Donor (based on donation thresholds)
• Location tags (state, city, postal code, country), if enabled

Additional system-generated tags include:

• Unsubscribe (if email opt-out is selected in DonorPerfect, or the donor is tagged deceased)
• Mail Unsubscribe (if mailing opt-out is selected)
• Status: Deceased (if deceased donor tagging is on; see Deceased Donor Tagging)

Tags can be used to filter contacts and personalize outreach.

Contact Filtering

You can limit which donors sync into Levitate based on their tags. Contact your Success Specialist to set up tag-based filtering or to change which tags the integration creates.

Deceased Donor Tagging

Deceased donor tagging automatically tags and unsubscribes donors marked as deceased in DonorPerfect, so outreach doesn't reach a donor's family by mistake.

Note: Deceased donor tagging is off by default. Contact your Success Specialist to turn it on and choose the DonorPerfect custom field that marks a donor as deceased.

Once it's on, donors whose value in that field is "Y" are automatically tagged Status: Deceased. They're also unsubscribed from email with the Unsubscribe tag — the same tag a donor gets when email opt-out is selected in DonorPerfect.

Tagging a donor as deceased does not remove any of their data from Levitate — their contact record and giving history remain visible and intact. If deceased donor tagging is turned off, the Status: Deceased tag is removed from those donors. Their Unsubscribe tag is removed too, unless email opt-out is selected for them in DonorPerfect.

Birthday Mapping

Donors' birthdays can come into Levitate as key facts from a date field in DonorPerfect. Birthday mapping is optional and off by default. Contact your Success Specialist to choose the DonorPerfect field that holds your donors' birthdays.

The field must be a date field. These are user-defined fields that are set up as dates in DonorPerfect's Screen Designer.

What Appears in Levitate

Birthdays sync along with the rest of your donor data. Each individual donor with a birth year between 1800 and 2200 gets a Birthday key fact on their contact record. The key fact is named after the donor's first name. If your account uses nicknames in place of first names, it uses the donor's nickname from DonorPerfect instead.

Birthday key facts follow your account's existing birthday display setting. Every DonorPerfect donor is treated as a client, so the key fact shows when birthdays are displayed for all contacts or for clients only. It does not show when birthdays are displayed for prospects only.

Note: Birthday mapping applies to individual donors only. Organizations do not get a Birthday key fact. Anniversaries, notes, and writing birthdays back to DonorPerfect are not part of Birthday mapping.

Note: If the mapped field is later deleted in DonorPerfect or is no longer a date field, birthdays stop syncing. Contact your Success Specialist to map a new date field.

Sync Behavior & Expectations

• Initial sync begins once a valid API key is entered
• Sync runs twice daily
• Sync timing depends on the size of your database

Important Notes

• Contact data is read-only — Levitate reads contact information from DonorPerfect but does not update or modify it. Activity write-back to donor contact logs is supported separately.
• The integration requires a manual API key request from DonorPerfect
• All contacts are assigned to a single owner (no advanced ownership mapping)
• Existing donation data in Levitate may be archived when the integration is enabled

FAQs

Q: Do actions from Levitate sync back to DonorPerfect?

A: Yes, for activity. Levitate writes engagement activities — including notes, emails, phone calls, text conversations, and handwritten cards — back to DonorPerfect donor contact logs (see Activity Writeback).

Q: Do changes to contact data in Levitate sync back to DonorPerfect?

A: No. DonorPerfect is your fundraising management tool and remains your source of truth for contact information. We only read the contact information in DonorPerfect and push it into Levitate. If contact information pulled from DonorPerfect is changed in Levitate only, the change will not push back and will be overwritten on the next sync. To make updates, change the data in DonorPerfect first. You can, however, add supplemental information in Levitate (key facts, tags, etc.) that hasn't been sourced from DonorPerfect.

Q: How do I get an API key?

A: You'll need to request one directly from DonorPerfect support or their API help desk.

Q: Can I assign different owners to different contacts?

A: No. All contacts are assigned to a single owner in Levitate.