Double the Donation Matching Integration Guides
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      3. Double the Donation Matching Integration Guides

      Does Double the Donation integrate with DonorPerfect?

      This article walks through Double the Donation's integration with DonorPerfect.

      Step-by-Step: Integrate Double the Donation Matching into DonorPerfect 

      FAQs

      Double the Donation is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.

       

      This guide will walk through how to establish a direct link between Double the Donation Matching and DonorPerfect. After a direct link is established, new donation records in DonorPerfect will automatically flow into the matching module. Donations made without an email address, such as cash or check donations, and donations made with a "Do Not Email" designation will not be imported into Double the Donation Matching.

      Step-by-Step: Integrate Double the Donation Matching into DonorPerfect

      To activate the integration, follow these steps:

      1. Log into Double the Donation

      2. Access the Partner Directory

        • Go to Integrations → Browse and search for DonorPerfect.

      3. Activate the Integration

        • Click Activate Integration.

        • Enter your DonorPerfect API key and select Validate Credentials.

      Note: You’ll need to create an integration API key for the Double the Donation integration within your DonorPerfect account. To do this, you should follow these steps.

       

      4. Confirm Connection

        • If credentials are valid, you’ll see a valid message.

      5. Complete Integration

      • Click Integrate.

      • Your integration is now active!

      Note: Only donations made after activation will flow into Double the Donation.



      FAQs

      Q: I don’t have a Double the Donation account. How do I get one?
      A: Request a demo at https://doublethedonation.com/demo-request/. Mention that you use DonorPerfect in your form.

       

      Q: Do donor-covered costs flow into Double the Donation?
      A: No. Only actual donor gifts flow into the system. Donor-covered fees are excluded.

       

      Q: Will historical gifts flow into Double the Donation?
      A: No. Only donations made after integration are imported. For recent gifts before integration, use a CSV import.

       

      Q: What if I want to restrict donations further?
      A: Apply custom filters within the integration wizard (e.g., filter by donor type or GL code). 

      Filters can be applied to:

      • SUB_SOLICIT_CODE

      • SOLICIT_CODE

      • GIFT_TYPE

      • GL_CODE

      • DONOR_TYPE

       

      The wizard will allow you to select your field and the values in those fields that Double the Donation Matching detects in your DonorPerfect account. See the example below:

       

       
      If you expect to see more donations in Double the Donation Matching, use Preview Records in the integration wizard to check excluded records and identify why they weren’t imported.
       
       

      Q: If I’m using Givecloud or Qgiv with DonorPerfect, how do I avoid duplicates?
      A: Enable the Duplicate Donations Exclusion Rule. Learn more.

       

      Q: Does Double the Donation integrate with DonorPerfect’s WebLink forms?
      A: Not directly. Integration is with DonorPerfect CRM, not WebLink. However, syncing with CRM ensures matching gift emails reach all eligible donors.

       

      Q: What records will flow into Double the Donation Matching from DonorPerfect? 
      A: Donation records will only flow into Double the Donation if they meet these requirements:

      • The record includes an email address.

      • The donor type is Individual (DONOR_TYPE = IN or IND).

      • The record type is Gift or Membership (record_type = G or M).

      • Records excluded: grants, pledges, and fees.

      • Donations marked as Do Not Email are excluded.

       

      Q: Where else can I embed Double the Donation’s plugin?
      A: Create a dedicated matching gift page on your website. Add the plugin there so every visitor—not just donors—can look up their employer’s matching gift program.

      To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the same Embed Code that you used for the confirmation screen onto the desired page. Take a look at this example:

       

       

      Q: Where can I learn more about the Double the Donation Matching and DonorPerfect integration?
      A: Navigate to our partner landing page to learn how Double the Donation Matching and DonorPerfect can increase your matching gift revenue!