Givecloud makes it easy for you to reconcile contributions and supporters between Givecloud and DonorPerfect. You can do it right from within GC!
Anytime you see a Donor and Gift ID displayed in Givecloud, you can click on that Donor or Gift and Givecloud will look-up that Supporter or Gift in DonorPerfect for you and display it to you instantly.
For example, when reviewing an contribution, you can see the Donor and Gift ID created as a result of the contribution:
When we push our contribution info to DonorPerfect to create a new gift, we pass a piece of information that will help us reconcile the gift in case of an error.
When sending the request to create a gift in DonorPerfect, we pass a reference into the GIFT_NARRATIVE field in DonorPerfect.
Before sending the request, we look up gifts in DonorPerfect that have a reference to the item we’re trying to create. If one exists, we will link the item to that gift rather than create a duplicate.
After a sync failure/disruption, the sync is only retried once, 5minutes later.
Look-Up a Supporter
Clicking on the Donor ID, Givecloud instantly fetches that Supporter for your from DonorPerfect and displays it in a dialog, along with their 20 gifts and any pledge records. This saves you from having to hop between two systems.
Look-up a Gift
Clicking on the Gift ID, Givecloud also instantly fetches that Gift for you from DonorPerfect and displays it in a dialog.
How do I track a Givecloud contribution from within the DonorPerfect interface?
Click on the Search menu item
Enter the donor ID number in the Last Name field
Click the Lookup button
The system will return the supporter information
Click on the Gifts tab
Find the desired gift(s) by searching on the amount and/or date of the gift
Click on the Edit button for the desired gift to see the gift details. You will see a reference to the GiveCloud contribution number in the Gift Memo field