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DonorPerfect Integration

The DonorPerfect integration automatically syncs your donors from DonorPerfect into your Tatango list so you can sync contacts, gifts, donations and opt outs without manually uploading contacts.

Written by Chinmayee Baral


What this integration does

  • Syncs donors daily — opted-in donors with a mobile phone number are automatically added to your Tatango list every day

  • Syncs opt-outs in real time — when a donor texts STOP, their opt-out status is updated in DonorPerfect within seconds

  • Syncs gifts daily — new donation records are pushed to Tatango every hour so you can see which SMS messages are driving donations

Before you get started

Make sure you have the following ready before beginning setup:
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In DonorPerfect:

  • Your DonorPerfecr API key
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  • Set a custom field in DonorPerfect to track SMS opt outs. The SMS_OPT_OUT field configured with a Yes/No display type (see screenshot and Step 1 below)
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    ​When someone opts out of messaging, this would be turned on through the integration and won't be a part if your Tatango list anymore.
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In Tatango:

  • A Tatango list to sync donors into

  • A custom field to store the DonorPerfect donor ID (e.g. named Donor ID) — you must create this before starting setup

  • Any other fields that's specific to DonorPerfect, you would have to create custom fields in Tatango to map them during the integration setup process.
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Step 1 — Set Up the SMS Opt-Out Field in DonorPerfect

The integration uses a field called SMS_OPT_OUT in DonorPerfect to determine which donors should be synced to Tatango. Before connecting the integration, make sure this field is correctly configured.
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  • Setting the display type: The SMS_OPT_OUT field should be set to a Yes/No display type in DonorPerfect. This means:

    • No = donor is opted in to SMS and will be synced to Tatango

    • Yes = donor has opted out and will be excluded from the sync
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  • To set this, navigate to Settings -> Screen Designer -> Add New Field.

    • Click on Add New Field and set the Field Name to be SMS_OPT_OUT. The prompt would be Do not text?

    • Screen should Main

    • Section would Contact Preferences

    Set this exactly as show in the screenshot below:
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Important: understand the default behavior

  • By default, the SMS_OPT_OUT field is blank for most constituents — which the integration treats as opted in. This means that unless you have explicitly set opt-out values for donors who should not receive SMS, they will be synced to Tatango.
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  • If you collect opt-outs anywhere else — for example, on a donation form, through a preference center, or via another process — you need to make sure those opt-outs are also being written to the SMS_OPT_OUT field in DonorPerfect. If they are not, those donors will be treated as opted in and will sync to Tatango. Review your upstream processes before enabling the integration to make sure your opt-out data is accurate.
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Step 2 — Open the Integration Setup

  1. In Tatango, click on My Account in the top navigation

  2. Go to Integrations

  3. Find DonorPerfect in the list and click Configure
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Step 3 — Connect DonorPerfect

  1. When prompted, paste the API key you generated in Step 1

  2. Click Connect — the integration will verify that the key works

  3. If you see an error, double-check your API key

Step 4 — Select Your Tatango List

  • Select the Tatango list you want your donors synced into.

Step 5 — Map Your Fields

This step lets you choose which DonorPerfect fields should sync to which Tatango fields.

The left column shows DonorPerfect fields. The right column shows Tatango fields. Use the dropdowns to match them up.

A few things to keep in mind:

  • Your mobile phone number is handled automatically, you don't need to map them here

  • Whatever data you map here is what we bring over to Tatango from DonorPerfect as part of this integration.
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Step 6 — Select Your Donor ID Field

  • Choose which Tatango custom field stores the DonorPerfect Donor ID.

This is the field you created in Step 2. It's used by the integration to match Tatango subscribers back to DonorPerfect records when someone opts out.


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Step 7 — Connect Tatango Opt-Outs

On the last page, a webhook URL will appear below. To complete the opt-out sync:

  1. In Tatango, go to Lists and select your list

  2. Go to Settings → Webhooks

  3. Click Create New Webhook

  4. Paste the webhook URL from below

  5. Check the Unsubscribes box

  6. Click Save

This ensures that whenever a subscriber texts STOP, their opt-out status is automatically updated in DonorPerfect in real time.
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What happens after setup

Once the integration is enabled:

  • The first run stores today's date and exits — no contacts are synced on the first run. This is expected. From the next day onwards, donors who are created or modified in DonorPerfect will start syncing into Tatango automatically.

  • Opt-outs start syncing immediately — as soon as the integration is enabled, any donor who texts STOP will have their opt-out reflected in DonorPerfect.

  • Gift records sync every day — new donations made in DonorPerfect will appear as donation records on the matching Tatango subscriber.

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