Step-by-Step: Integrate Double the Donation's 360MatchPro into DonorPerfect
360MatchPro 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 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
This guide will walk through how to establish a direct link between 360MatchPro and DonorPerfect. After a direct link is established, new donation records in DonorPerfect will automatically flow into 360MatchPro. 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 360MatchPro.
Step #2: Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search for "DonorPerfect".
Step #3: Select "Activate Integration". Then, enter your API Key and click "Validate Credentials."
Note: Contact your DonorPerfect Support Rep to obtain an API Key: email@example.com
Step #4: If the credentials are valid, 360MatchPro will display the following:
Step #5: Click "Integrate" to activate your integration. 360MatchPro will indicate that your integration is active.
Please note that, in addition to future transactions, the DonorPerfect integration will pull in transactions made within the last 90 days.
DonorPerfect-Double the Donation FAQs
Q: I don't have a 360MatchPro account. How do I get one?
Q: Do donor-covered costs flow into 360MatchPro?
A: No, only actual donor gifts flow into 360MatchPro. Our global integration settings prevent donor-covered costs from flowing into the account, even if they are categorized as a gift.
Q: What if I want to further restrict the donations that flow into 360MatchPro?
A: After your integration is activated, you have the option to add custom filters to your integration. You can add filters based on any of the following fields:
The wizard will allow you to select your field and the values in those fields that 360MatchPro detects in your DonorPerfect account. See the example below:
Note: If you remove a custom filter sometime after donations have already begun flowing into 360MatchPro, past donation records from the past 90 days that were previously excluded by this rule will flow into your 360MatchPro account. This is because in addition to future transactions, the DonorPerfect integration pulls in transactions made within the last 90 days. When you save new filters, the integration "resets" and will look through the previous 90 days for any donations that now meet your new set of criteria.
If you expect to see more donations in 360MatchPro, select "Preview records" to determine why certain records have not been imported:
Q: If I'm using Qgiv with DonorPerfect, what should I do to make sure I don't end up with duplicate donations in 360MatchPro?
A: This is a common combination of integrations! 360MatchPro is well-suited to help you manage this configuration. We recommend reviewing this article for best practices managing multiple integrations. Specifically, we recommend activating the Duplicate Donations exclusion rule for multiple integrations, which you can learn more about here.
Q: Where else can I embed Double the Donation's plugin?
A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, you can explain what matching gift programs are and provide donors with a chance to look up their employer’s program forms, guidelines, and instructions. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.
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 360MatchPro and DonorPerfect integration?
A: Navigate to our partner landing page to learn how 360MatchPro and DonorPerfect can increase your matching gift revenue!
Q: What records will flow into 360MatchPro from DonorPerfect?
A: Only records that meet the following criteria will be imported into 360MatchPro:
- The record has an email address.
- The record is from an individual (i.e. DONOR_TYPE of IN or IND).
- The record_type is 'G' or 'M' (i.e. grants, pledges and fees are excluded).