Integrations

How to integrate Givecloud into your other systems.

Josh Bloomfield avatar Hayley Killalea avatar Kimberly Arcand avatar
22 articles in this collection
Written by Josh Bloomfield, Hayley Killalea, and Kimberly Arcand
DonorPerfect

DonorPerfect: Donor Matching

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Written by Hayley Killalea
Updated over a week ago

DonorPerfect

Push gift and donor data into DonorPerfect in real time. Allow donors to view and manager their profiles that are stored in DonorPerfect.
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Written by Josh Bloomfield
Updated over a week ago

DonorPerfect: Connecting your account to Givecloud

Connecting & Configuring your DonorPerfect integration including meta data settings
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Written by Hayley Killalea
Updated over a week ago

DonorPerfect: Creating Gifts

How to specify which codes (GL, Campaign, Solicit, Sub Solicit etc) should be on your gifts
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Written by Hayley Killalea
Updated over a week ago

Recurring Giving through DonorPerfect

The logistics of not managing your recurring giving through Givecloud
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Written by Hayley Killalea
Updated over a week ago

DonorPerfect: Tax Receipting

If you're doing your tax receipting through DonorPerfect and not Givecloud
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Written by Hayley Killalea
Updated over a week ago

DonorPerfect: Sponsorships

If you are creating a new child profile or edit an existing one, update the DonorPerfect Integration on the child record with Givecloud.
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Written by Kimberly Arcand
Updated over a week ago

DonorPerfect: Syncing User Defined Fields & Custom Fields

Integrating with User Defined Fields (UDF)
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Written by Hayley Killalea
Updated over a week ago

DonorPerfect: Tributes

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Written by Hayley Killalea
Updated over a week ago

How to re-sync a transaction to DonorPerfect

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Written by Hayley Killalea
Updated over a week ago

How to re-sync an order to DonorPerfect

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Written by Hayley Killalea
Updated over a week ago

Reconciling Between Givecloud and DonorPerfect

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Written by Hayley Killalea
Updated over a week ago

Having trouble with syncing to DonorPerfect?

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Written by Hayley Killalea
Updated over a week ago