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: Not supported (Levitate does not send data back to 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).

What Will Sync into Levitate

Contact Information

First and last name
Title / job title
Email address
Phone numbers (mobile, business, home, fax)
Address details

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.

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

This owner is selected during setup and applies across all synced contacts.

Key Facts

Levitate automatically creates important data points such as:

Donor ID (unique identifier for each donor)

These help with tracking and segmentation.

Contact Filtering & Settings

You can customize how contacts sync into Levitate:

Primary Email Only: Choose whether to import one or multiple email addresses
Segment by Tags: Control which contacts are included based on tag criteria

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

Requirements for Setup

To enable the integration, you'll need:

A DonorPerfect API key (requested from DonorPerfect support or the API helpdesk at api@softerware.com; typically takes a day or two)
Access to enable the integration in your Levitate settings
A designated primary owner for all contacts
Decisions on:
- Which tags to include
- Whether to limit to primary email only

Important Notes

This is a read-only integration — Levitate does not update or modify DonorPerfect data
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 adjusted or archived when enabling the integration

FAQs

Q: Do actions from Levitate sync back to DonorPerfect?

A: No. This integration is read-only and does not support 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.