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

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 that you configure in your integration settings. Activity write-back is enabled by default for all supported types.

Note: Configure the Activity Code for each write-back type in Settings. If no code is set, the activity is still recorded but may not be classified correctly 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).

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.

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

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.

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)

Additional system-generated tags include:

  • Unsubscribe (if email opt-out is selected in DonorPerfect)
  • Mail Unsubscribe (if mailing opt-out is selected)

Tags can be used to filter contacts and personalize outreach.

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

Deceased Donor Tagging

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

Note: This setting is off by default. No donor is tagged as deceased until an account admin nominates a DonorPerfect custom field under the Deceased Indicator setting.

To configure it, open your DonorPerfect integration settings and choose a custom field from the Deceased Indicator dropdown. The dropdown lists your account's DonorPerfect custom field names and is empty until your account's first sync has run. Donors whose value in the selected field is "Y" are automatically tagged Status: Deceased and unsubscribed from email. Saving a Deceased Indicator forces a full resync, so donors already marked deceased in DonorPerfect are tagged right away instead of waiting for the next scheduled sync.

Tagging a donor as deceased does not remove any of their data from Levitate — their contact record and giving history remain visible and intact. To stop new donors from being tagged, set the Deceased Indicator back to None.

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

  • 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 adjusted or archived when enabling the integration

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. Each activity type maps to a DonorPerfect Activity Code that you configure in Settings. Contact data changes made in Levitate are not written back; DonorPerfect remains your source of truth for contact information.

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.

Q: Why do I see a DonorPerfect setup card on my Levitate dashboard?

A: If your account has the DonorPerfect integration enabled but no API key has been entered yet, account admins see a setup prompt on the Levitate dashboard. Selecting it takes you to the integration settings where you can complete the connection by entering your API key.

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