DonorPerfect

DonorPerfect is a donor management platform used by nonprofits for fundraising, marketing, automation, and integrations.

How It Works

Anedot relays financial data from Donation Pages directly to DonorPerfect, enabling seamless tracking and donor record updates.

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Table of Contents

• Connecting Anedot to DonorPerfect
• Data Relays
  • Custom Hidden Field
  • Single vs. Multi-Fund Donations
  • Viewing Data in DonorPerfect
• Field Mapping
• Payload Data
• Payload Templates

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Connecting Anedot to DonorPerfect

To set up the integration:

1. In your Anedot account, go to Settings > Integrations > Direcotyr.

2. Click the blue + New Connection button.

3. Select DonorPerfect from the directory.

4. Choose which Action Pages to sync:

   • All pages are selected by default.

   • To exclude specific pages, enter a comma-separated list of Action Page IDs.

5. (Optional) Limit the integration to a specific Team.

6. Paste your DonorPerfect API Key.

7. Click Save to complete the setup.

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Data Relays

Custom Hidden Field

Anedot supports the following Custom Hidden Fields, which must be configured on your Action Pages:

• gl_code (General Ledger Code / Fund Name)

• solicit_code

• sub_solicit_code

• campaign

• gift_narrative

• gift_type

• gfname

• glname

• receipt_delivery_g

• donor_rcpt_type

  • Blank or I = Individual

  • C = Consolidated

How to Set Custom Field Values

• Page-Level: Go to Settings > Sharing > Page Specific Values in the Page Builder.

• Global Value: Set this in the Form > Custom Hidden Field section.

• URL Parameters: Click here for instructions on using URL parameters.

All custom field values are included in both one-time and recurring donation payloads.

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Single vs. Multi-Fund Donations

• Single Fund: Uses @split_gift='N' and sends one relay.

• Multi-Fund: Uses @split_gift='Y' and sends one relay per fund:

  • One main gift relay with @record_type='M'

  • One relay per fund with @record_type='G'

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Viewing Data in DonorPerfect

• New or existing donor records are matched using the email address.

• Use Quick Search to find donor records by email.
  

• The Created Date shows when the record was added; the Modified Date reflects the most recent successful relay.

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Where to View Donations:

• Donor Record: View contact info and most recent donation.
  

• Gifts Tab: See a complete history of donations from that donor.
  

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Field Mapping​

Donor Relay​

This is related to the SaveDonor Template.

Anedot Field	DonorPerfect Field
“0”	donor_id
firstName	first_name
lastName	last_name
middleName	middle_name
suffix	suffix
title	title
title (or if not present, firstName)	salutation
N/A	prof_title
N/A	opt_line
address {line1}	address
address {line2}	address2
address {city}	city
address {region}	state
address {postal_code}	zip
address {country}	country
N/A	address_type
N/A	home_phone
N/A	business_phone
N/A	fax_phone
phone	mobile_phone
email	email
“N”	org_rec
“IN”	donor_type
“N”	nomail
N/A	nomail_reason
N/A	narrative
*donor_rcpt_type (otherwise “I”)	donor_rcpt_type
“Anedot”	user_id

 

Donation Relay​

This is related to the SaveGift Template

Anedot Field	DonorPerfect Field
“0”	gift_id
donor_id ( from Donor Relay’s Response )	donor_id
“G” (or “M” for multi-fund)	record_type
created_at	gift_date
total_amount_processed (supports total charge amount, import for DPF)	amount
*gl_code	gl_code
*solicit_code	solicit_code
*sub_solicit_code	sub_solicit_code
*campaign	campaign
*gift_type	gift_type
“N” (or “Y” for multi-fund)	split_gift
“N” (for one-time donations) “Y” (for pledges/commitments)	pledge_payment
(Donation) id or (Submission) id (for multi-fund)	reference
N/A	transaction_id
N/A	memory_honor
*gfname	gfname
*glname	glname
0	fmv
0	batch_no
*gift_narrative	gift_narrative
N/A	ty_letter_no
DonorPerfect gift ID (for the first multi-fund donation, main gift, otherwise blank)	glink
DonorPerfect pledge ID (for pledges/commitments)	plink
“N”	nocalc
N/A	old_amount
“USD”	currency
N/A	gift_aid_date
N/A	gift_aid_amt
N/A	gift_aid_eligible_g
“N”	receipt
*receipt_delivery_g  (for non-split/single fund gifts and for main gift on split/multi-fund gifts, otherwise “N”)	receipt_delivery_g
“3DD”	acknowledgepref
“Anedot”	user_id

 

Pledge Relay​

This is related to the SavePledge Template (commitments and recurrences).

Anedot Field	DonorPerfect Field
“0”	gift_id
donor_id (from Donor Relay’s Response)	donor_id
created_at	gift_date
(Commitment) schedule_start	start_date
“0”	total
N/A	bill
(Commitment) first letter of frequency (“A”, “S”, “Q”, “M”)	frequency
“Y”	reminder
*gl_code	gl_code
*solicit_code	solicit_code
“N”	initial_payment
*sub_solicit_code	sub_solicit_code
N/A	writeoff_amount
N/A	writeoff_date
“Anedot”	user_id
*campaign	campaign
N/A	membership_type
N/A	membership_level
N/A	membership_enr_date
N/A	membership_exp_date
N/A	membership_link_id
N/A	address_id
*gift_narrative	gift_narrative
N/A	ty_letter_no
N/A	vault_id
N/A	receipt_delivery_g
N/A	contact_id

 

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Payload Data

Donor Contact Details

Request Body (Find Donor)

"select donor_id, first_name, last_name, address, city, state, zip from dp where email = 'admin@anedot.com'"

Request Body (Create Donor)

"@donor_id=0, @first_name='Annie', @last_name='Dot', @middle_name='E', @suffix=null, @title='Mrs', @salutation=null, @prof_title=null, @opt_line=null, @address='123 Test Road', @address2=null, @city='New Orleans', @state='LA', @zip='70112', @country='US', @address_type=null, @home_phone=null, @business_phone=null, @fax_phone=null, @mobile_phone='12015551234', @email='annie@anedot.com', @org_rec='N', @donor_type='IN', @nomail='N', @nomail_reason=null, @narrative=null, @donor_rcpt_type='I', @user_id='Anedot'"

Response Body (No Donor Found)

{
  "result": null
}

Response Body (Create Donor)

{
  "result": {
    "record": {
      "field": {
        "id": "",
        "name": "",
        "value": "35609"
      }
    }
  }
}

Response Body (Donor Found)

{
  "result": {
    "record": {
      "field": [{
        "id": "donor_id",
        "name": "donor_id",
        "value": "30689"
      }, {
        "id": "first_name",
        "name": "first_name",
        "value": "Annie"
      }, {
        "id": "last_name",
        "name": "last_name",
        "value": "Dot"
      }, {
        "id": "address",
        "name": "address",
        "value": "1340 Poydras Street"
      }, {
        "id": "city",
        "name": "city",
        "value": "New Orleans"
      }, {
        "id": "state",
        "name": "state",
        "value": "LA"
      }, {
        "id": "zip",
        "name": "zip",
        "value": "70112"
      }]
    }
  }
}

Response Body (Failure)

{
  "result": {
    "field": {
      "id": "success",
      "name": "success",
      "value": "false",
      "reason": "login failed"
    }
  }
}

Donation Details

Request Body

"@gift_id=0, @donor_id=34524, @record_type='G', @gift_date='6/22/23', @amount=50.0, @gl_code=null, @solicit_code=null, @sub_solicit_code=null, @campaign=null, @gift_type=null, @split_gift='N', @pledge_payment='Y', @reference='dd5e83ad6fe6294e460d2', @transaction_id=null, @memory_honor=null, @gfname=null, @glname=null, @fmv=0, @batch_no=0, @gift_narrative=null, @ty_letter_no=null, @glink=null, @plink=143377, @nocalc='N', @old_amount=null, @currency='USD', @gift_aid_date=null, @gift_aid_amt=null, @gift_aid_eligible_g=null, @receipt='N', @receipt_delivery_g='N', @acknowledgepref='3DD', @user_id='Anedot'"

Response Body (Success)

{
  "result": {
    "record": {
      "field": {
        "id": "",
        "name": "",
        "value": "120169"
      }
    }
  }
}

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Payload Templates

SaveDonor

    @donor_id=0,
    @first_name= resource_first_name,
    @last_name= resource_last_name,
    @middle_name= resource_middle_name,
    @suffix= resource_suffix,
    @title= resource_title,
    @salutation="",
    @prof_title="",
    @opt_line="",
    @address= resource_address_line_1,
    @address2= resource_address_line_2,
    @city= resource_address_city,
    @state= resource_address_region,
    @zip= resource_address_postal_code,
    @country= resource_address_country,
    @address_type="",
    @home_phone="",
    @business_phone="",
    @fax_phone="",
    @mobile_phone= resource_phone,
    @email= resource_email,
    @org_rec='N',
    @donor_type='IN',
    @nomail='N',
    @nomail_reason="",
    @narrative="",
    @donor_rcpt_type='I',
    @user_id='Anedot'

SaveGift

      @gift_id=0,
      @donor_id=<queried from DP>,
      @record_type='G',
      @gift_date=resource created_at,
      @amount=resource total_amount,
      @gl_code="",
      @solicit_code="",
      @sub_solicit_code="",
      @campaign="",
      @gift_type="",
      @split_gift='N',
      @pledge_payment='N' or 'Y',
      @reference=resource id,
      @transaction_id="",
      @memory_honor="",
      @gfname="",
      @glname="",
      @fmv=0,
      @batch_no=0,
      @gift_narrative="",
      @ty_letter_no="",
      @glink="",
      @plink=<pledge_id queried from dp>,
      @nocalc='N',
      @old_amount="",
      @currency='USD',
      @gift_aid_date="",
      @gift_aid_amt="",
      @gift_aid_eligible_g="",
      @receipt='N',
      @receipt_delivery_g='N',
      @acknowledgepref='3DD',
      @user_id='Anedot'

SavePledge

      @gift_id=0,
      @donor_id=<donor_id queried from DP>,
      @gift_date=resource created_at,
      @start_date=resource commitment schedule,
      @total=0,
      @bill="",
      @frequency=commitment frequency --> ('A', 'Q', 'M', or 'S'),
      @reminder='Y',
      @gl_code="",
      @solicit_code="",
      @initial_payment='N',
      @sub_solicit_code="",
      @writeoff_amount="",
      @writeoff_date="",
      @user_id='Anedot',
      @campaign="",
      @membership_type="",
      @membership_level="",
      @membership_enr_date="",
      @membership_exp_date="",
      @membership_link_id="",
      @address_id="",
      @gift_narrative="",
      @ty_letter_no="",
      @vault_id="",
      @receipt_delivery_g="",
      @contact_id=""