Integrations

How to integrate Givecloud into your other systems.

Josh Bloomfield avatar Hayley Killalea avatar Sarah Hyde avatar +1
24 articles in this collection
Written by Josh Bloomfield, Hayley Killalea, Sarah Hyde and 1 other
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

When Givecloud Processes Recurring Payments

The benefits of 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 a contribution 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