Levitate + DonorPerfect Integration
Table of Contents
Levitate + DonorPerfect: Overview
Who can utilize the Levitate + Donor Perfect Integration?
What does the integration do?
What do we pull in?
What do we push to DonorPerfect?
Enabling the DonorPerfect integration
FAQ
Overview
DonorPerfect is a fundraising software solution that is used to manage gifts, donor relationships, and receipting. They partner with nonprofit organizations to help them raise money, save time, and grow their community of supporters. We’ve built out a full API integration with DonorPerfect to allow for instantaneous updates between Levitate and DonorPerfect. The integration is easily enabled, and actively pushes donors, gifts, and more to Levitate.
Who is it available to?
The DonorPerfect integration is available to all Nonprofit accounts.
What does it do?
Levitate will automatically pull donors, donor information, and donation information from DonorPerfect. Levitate will pull from DonorPerfect twice daily. Donor information includes first name, last name, title, email address, phone number(s), and street address information. Donation information includes donor name, amount, donation date, and campaign name.
DonorPerfect will also connect 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. Our Non-profit clients are able to use our Donation Boards feature 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.
What do we pull in?
Contact Fields
First & Last Name
Title
Email Address
Phone Numbers
Address, City, State/Province, Zip/Postal Code, Country
Donation Fields
Donor Name
Amount
Donation Date
Campaign Name
Donor ID (Key Fact)
DonorPerfect Tag (Tag)
Donor Type (Tag)
Major Donor (Tag)
Unsubscribe (Tag)
Mail Unsubscribe (Tag)
Enabling the DonorPerfect integration
If you are a DonorPerfect user and want to enable the Levitate + DonorPerfect integration, just let your Success Specialist know!
You will need to get an API key from DonorPerfect. You will need to get in touch with DonorPerfect’s support to get the API key; Levitate doesn’t play a part in this process, but it usually takes about a day or two to be provided the API key. Integration setup can’t be completed until you have the key.
To request a key, you should reach out to DonorPerfect support or to the API helpdesk (api@softerware.com). You will not need to share the key with any Levitate employee directly and can enter it yourself when setting up the integration in Levitate.
Once you have the API key, a member of our Success, Support, or Implementation team can enable the integration. Once enabled, the ‘integration available’ card will show on the dashboard to users with Admin rights.
An admin user can either click the integration card or access the integration through the ‘Integrations’ menu in the dropdown under their name in the upper right corner. On the DonorPerfect setup screen, the admin user will be prompted to enter the API key you’ve received from DonorPerfect. Entering a valid API key will connect the integration and kick off an initial sync between Levitate and DonorPerfect.
Information will not load from DonorPerfect into Levitate until a member of the Success, Support, or Implementation team has mapped a ‘Primary Owner’ in the DonorPerfect integration settings.
Your Success Specialist can help disable and enable all the optional settings for Tags, Primary Email, and more.
FAQ
Do we push changes to contact data from Levitate back to DonorPerfect?
No, DonorPerfect is your fundraising management tool and will remain your source of truth for contact information. We only read the contact information in DonorPerfect and push it into Levitate– if any contact information that has been pulled from DonorPerfect is changed in Levitate only, the change will not push back to DonorPerfect or stick in Levitate (as it will be written over with the information listed in DonorPerfect). If you wish to make updates to contact information, you must update it in DonorPerfect so that it reads over to Levitate. You are, however, able to add additional information into Levitate, like key facts, tags, etc. that haven’t been sourced from DonorPerfect.