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The Gravity Forms DonorPerfect Integration Add-on connects your WordPress donation, membership, and volunteer forms directly to DonorPerfect fundraising CRM. By automating constituent lookup, donor profile creation, gift processing, and general ledger accounting attribution, this integration eliminates manual data entry and ensures accurate donor management.

Step 1: Connecting DonorPerfect API Key

To connect your WordPress site to DonorPerfect, obtain your API Key from your DonorPerfect account.

1. Log in to your DonorPerfect account.
2. Navigate to your account settings or contact DonorPerfect support to verify API access is provisioned for your organization.
3. Copy your organization API Key (User Key).
4. In your WordPress Admin dashboard, navigate to Forms → Settings → DonorPerfect.
5. Paste your API Key into the designated field.
6. Click Save Settings to store your credentials.

Step 2: Creating a DonorPerfect Feed

After saving your API credentials, configure an integration feed on your donation form:

1. Go to Forms and select your donation or fundraising form.
2. Navigate to Settings → DonorPerfect.
3. Click Add New to create a new feed.
4. Enter a descriptive Feed Name (e.g., “Annual Gala Online Giving Feed”).

Step 3: Constituent Deduplication & Field Mapping

The add-on prevents duplicate constituent profiles by searching DonorPerfect records before creating new donors. Map your form fields to DonorPerfect constituent attributes:

Step 4: Campaign, Solicitation & General Ledger (GL) Codes

Accurate fund accounting requires categorizing every gift according to organizational accounting standards:

• Campaign Code: Associate contributions with fundraising initiatives (e.g., CAPITAL2026, GIVINGTUESDAY).
• Solicitation Code: Track the marketing channel (e.g., WEB_DIRECT, NEWSLETTER).
• General Ledger (GL) Code: Ensure contributions automatically route to the proper accounting fund (e.g., SCHOLARSHIP_FUND, GENERAL_OPERATING).
• Tribute Gifts: Map in-honor or in-memory honoree names and notification addresses.

Step 5: Conditional Logic for Major Gifts & Pledges

Enable conditional logic within feed settings to tailor processing based on donor input:

• Trigger different GL allocations depending on selected campaign designations.
• Create pledge records when recurring commitment checkboxes are selected.
• Route major donors (e.g., donations > $1,000) to executive stewardship notification feeds.

Developer Hooks & Filter Reference

Developers can programmatically modify constituent profiles or gift transaction payloads prior to sending to DonorPerfect.

// Programmatically customize gift payload before sending to DonorPerfect
add_filter( 'gform_donorperfect_gift_record', function( $gift_record, $entry, $form, $feed ) {
    // Add custom receipt note or tracking reference
    $gift_record['gift_narrative'] = "Online gift via Gravity Forms #" . $entry['id'];
    
    return $gift_record;
}, 10, 4 );

Verification & Entry Notes Audit

Upon form submission, the add-on logs the transaction outcome in the Gravity Forms Entry Notes, including:

• The generated or matched Donor ID.
• The recorded Gift ID and donation timestamp.
• Clear diagnostic messages if any field format fails validation.

Frequently Asked Questions

Related Resources & Documentation