Updating donor addresses in DP
under review
G
GC Admin
We have multiple entry points for donors to donate and sign up with their org externally (outside of Givecloud). We import these donors into DonorPerfect and usually only have first name, last name and email address on their donor record in DP.
When a donor donates for the first time using GC, and a match is found to an existing donor record, the billing address entered during checkout on Givecloud does not push to DonorPerfect and update their donor record.
A suggestion:
If no direct match is found in DP, then add the supporter to a queue and allow the org to review and choose what to do.
Eg:
- create a new donor record
- show a list of possible matches and allow the org to select the donor record to sync to
- have the option to update the address on the donor record with what's on the contribution.
------ GCLD-2378
E
Elizabeth Cohen
Per Lisa Brotmann's reply, if there is an exact match on the email address, please push the address you now received to DonorPerfect. Thank you!
Josh Bloomfield (CEO)
under review
L
Lisa Brotmann
Or is there a way for GiveCloud to add the donor information in the donor record? We have had several donations come through where the donor has given address but it was not added to the DP record.