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      Connecting DonorPerfect to Fundraise Up

      Get your DonorPerfect API key

      A DonorPerfect API key is a permission token to send data in to your specific DonorPerfect account as a particular user.

      DonorPerfect recommends creating a new User ID designated specifically for use with the Fundraise Up integration, and to put "Fundraise Up" in the Location field of this new user to make it clear that this account is specifically for use with the API.
      You can view and create users in your DonorPerfect system through the User Management screen.
      Having a designated DonorPerfect user for this purpose should help reduce the likelihood of accidental deletion of this User ID, as well as making it clearer which user is connected via Fundraise Up's DonorPerfect Integration. 

      Once you know which DonorPerfect user you'd like an API Key for, you can reach out to DonorPerfect support and provide them the User ID and email address of that user, and they will provide you the needed API Key you'll use to connect Fundraise Up's DonorPerfect Integration.

      Go to the Integrations page

      In your Fundraise Up dashboard, click your name in the top right, and then choose the Settings option from the dropdown.

      In the left-hand menu of the Settings area, choose the Integrations option, found towards the bottom of the list.

      Add the DonorPerfect Integration

      Click the Add Integration button, and choose the DonorPerfect option from the list, either by scrolling or searching in the list of available Integrations.

      On the DonorPerfect Integration page, click the Connect DonorPerfect button.

      In the Connect DonorPerfect popup, enter your API key, and then click the Connect My DonorPerfect Account button.

       

      The Integration is paused when first connected - once you're happy with your Integrations' setup, don't forget to scroll to the bottom and click the Enable Automatic Sync button so that new donations start syncing in real-time!

      In practice, you likely want to spend some time customizing your DonorPerfect Integration rather than clicking that button immediately, so that you can make sure the data we sync over to DonorPerfect matches your organization's data structure.