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 > Directory.

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 within the Action Page Builder under Form > Hidden Fields:

Donation Relay

• solicit_code

• sub_solicit_code

• campaign

• gift_aid_date

• gift_aid_amt

• gift_aid_eligible_g

• gift_type

• gift_narrative

• gfname

• glname

• memory_honor

• old_amount

• receipt_delivery_g

• acknowledgepref

• transaction_id

• ty_letter_no

Pledge Relay

• solicit_code

• sub_solicit_code

• campaign

• gift_narrative

• receipt_delivery_g

• ty_letter_no

• vault_id

Set Up Custom Hidden Field Values

Hidden field values can be configured as Global Values, Page-Level Values, or by using URL Parameters.

• Global Values allow the same hidden field and value to be reused across multiple pages. This value can be set when the hidden field is created.

• Page-Level Values allow the same hidden field to be used across multiple pages while assigning a different value for each page. To configure this, leave the Global Value field blank, then go to Settings → Sharing → Page Specific Values to set the value for each page.

• URL Parameters can also be used to apply a Page-Specific Value dynamically. Click here for instructions on using URL parameters.

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

Donation Relay

This is related to the SaveGift Template

Anedot Field	Value from Anedot	DonorPerfect Field
donor_id	donor_id (from Donor Relay’s Response)	donor_id
gift_id	"0"	gift_id
created_at	created_at	gift_date
total_amount / processed total	amount	amount
gl_code	gl_code	gl_code
*solicit_code	solicit_code	solicit_code
*sub_solicit_code	sub_solicit_code	sub_solicit_code
*campaign	campaign	campaign
*gift_type	gift_type	gift_type
split_gift	split_gift	split_gift
initial_payment	pledge_payment	pledge_payment
reference	reference	reference
*transaction_id	transaction_id	transaction_id
*memory_honor	memory_honor	memory_honor
*gfname	gfname	gfname
*glname	glname	glname
batch_no	batch_no	batch_no
*gift_narrative	gift_narrative	gift_narrative
*ty_letter_no	ty_letter_no	ty_letter_no
gift_rk	gift_rk	gift_rk
plink	plink	plink
nocalc	nocalc	nocalc
*old_amount	old_amount	old_amount
currency	currency	currency
*gift_aid_amt	gift_aid_amt	gift_aid_amt
*gift_aid_eligible_g	gift_aid_eligible_g	gift_aid_eligible_g
*gift_aid_date	gift_aid_date	gift_aid_date
receipt	receipt	receipt
*receipt_delivery_g	receipt_delivery_g	receipt_delivery_g
*acknowledgepref	acknowledgepref	acknowledgepref
"Anedot"	"Anedot"	user_id

 

Pledge Relay​

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

Anedot Field	Value from Anedot	DonorPerfect Field
donor_id	donor_id (from Donor Relay’s Response)	donor_id
created_at	created_at	gift_date
commitment_schedule_start	start_date	start_date
total	total	total
bill	bill	bill
commitment_frequency	frequency	frequency
reminder	reminder	reminder
gl_code	gl_code	gl_code
*solicit_code	solicit_code	solicit_code
initial_payment	initial_payment	initial_payment
*sub_solicit_code	sub_solicit_code	sub_solicit_code
writeoff_amount	writeoff_amount	writeoff_amount
writeoff_date	writeoff_date	writeoff_date
*campaign	campaign	campaign
membership_type	membership_type	membership_type
membership_level	membership_level	membership_level
membership_enr_date	membership_enr_date	membership_enr_date
membership_exp_date	membership_exp_date	membership_exp_date
membership_link_id	membership_link_id	membership_link_id
address_id	address_id	address_id
*gift_narrative	gift_narrative	gift_narrative
*ty_letter_no	ty_letter_no	ty_letter_no
*vault_id	vault_id	vault_id
*receipt_delivery_g	receipt_delivery_g	receipt_delivery_g
contact_id	contact_id	contact_id
"Anedot"	"Anedot"	user_id

---

Payload Data

Donor Contact Details

Request Body (Find Donor)

{
  "query": "select donor_id, first_name, last_name, address, city, state, zip from dp where email = 'annie@anedot.com'"
}

Request Body (Create Donor)

{
  "first_name": "Annie",
  "last_name": "Dote",
  "middle_name": "",
  "suffix": "",
  "title": "",
  "salutation": "",
  "prof_title": "",
  "opt_line": "",
  "address": "123 Washington St",
  "address2": "",
  "city": "New York",
  "state": "NY",
  "zip": "10011",
  "country": "US",
  "address_type": "",
  "home_phone": "",
  "business_phone": "",
  "fax_phone": "",
  "mobile_phone": "2252501301",
  "email": "annie@anedot.com",
  "org_rec": "N",
  "donor_type": "IN",
  "nomail": "N",
  "nomail_reason": "",
  "narrative": "",
  "donor_rcpt_type": "I",
  "user_id": "Anedot"
}

Response Body (No Donor Found)

{
  "result": null
}

Response Body (Create Donor)

{
  "result": {
    "record": {
      "field": {
        "id": "donor_id",
        "name": "donor_id",
        "value": "12345"
      }
    }
  }
}

Response Body (Donor Found)

{
  "result": {
    "record": {
      "field": [
        {
          "id": "donor_id",
          "name": "donor_id",
          "value": "12345"
        },
        {
          "id": "first_name",
          "name": "first_name",
          "value": "Annie"
        },
        {
          "id": "last_name",
          "name": "last_name",
          "value": "Dote"
        },
        {
          "id": "address",
          "name": "address",
          "value": "123 Washington St"
        },
        {
          "id": "city",
          "name": "city",
          "value": "New York"
        },
        {
          "id": "state",
          "name": "state",
          "value": "NY"
        },
        {
          "id": "zip",
          "name": "zip",
          "value": "10011"
        }
      ]
    }
  }
}

Response Body (Failure)

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

Donation Details

Request Body

{
  "gift_id": 0,
  "donor_id": 12345,
  "record_type": "G",
  "gift_date": "3/24/26",
  "amount": 100.00,
  "gl_code": "UD",
  "split_gift": "N",
  "pledge_payment": "Y",
  "reference": "Online Gift",
  "fmv": 0,
  "batch_no": 0,
  "glink": "",
  "plink": "",
  "nocalc": "N",
  "currency": "USD",
  "receipt": "N",
  "user_id": "Anedot",
  "solicit_code": "",
  "sub_solicit_code": "",
  "campaign": "",
  "gift_aid_date": "",
  "gift_aid_amt": "",
  "gift_aid_eligible_g": "",
  "gift_type": "ANEDOT",
  "gift_narrative": "",
  "gfname": "",
  "glname": "",
  "memory_honor": "",
  "old_amount": "",
  "receipt_delivery_g": "N",
  "acknowledgepref": "",
  "transaction_id": "",
  "ty_letter_no": ""
}

Response Body (Success)

{
  "result": {
    "record": {
      "field": {
        "id": "gift_id",
        "name": "gift_id",
        "value": "67890"
      }
    }
  }
}

 

Pledge Details (Recurring/Commitment)

Request Body

{
  "gift_id": 0,
  "donor_id": 12345,
  "gift_date": "3/24/26",
  "start_date": "3/24/26",
  "total": 0,
  "bill": null,
  "frequency": "M",
  "reminder": "Y",
  "initial_payment": "N",
  "gl_code": "UD",
  "writeoff_amount": null,
  "writeoff_date": null,
  "user_id": "Anedot",
  "membership_type": null,
  "membership_level": null,
  "membership_enr_date": null,
  "membership_exp_date": null,
  "membership_link_id": null,
  "address_id": null,
  "contact_id": null,
  "solicit_code": "",
  "sub_solicit_code": "",
  "campaign": "",
  "gift_narrative": "",
  "receipt_delivery_g": "N",
  "ty_letter_no": "",
  "vault_id": ""
}

Response Body (Success)

{
  "result": {
    "record": {
      "field": {
        "id": "gift_id",
        "name": "gift_id",
        "value": "67891"
      }
    }
  }
}

---

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=""