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Connect DonorPerfect and Reconcile Orders

SimpleTix can connect to DonorPerfect so ticket orders can be reviewed and sent to donor records. Use DonorPerfect Reconciliation to match a SimpleTix order to an existing DonorPerfect donor, update selected donor fields, or create a new donor in DonorPerfect.

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Before you start

• You need a DonorPerfect API key. To get one, contact your DonorPerfect account manager and request an API key.
• You need access to the SimpleTix Manager Portal as an Owner, Admin, or Manager.
• DonorPerfect must be connected before the DonorPerfect Reconciliation option appears under Reports.

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Connect DonorPerfect

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Configure DonorPerfect settings for an event

Before reconciling orders for an event, review the event’s DonorPerfect settings so gifts, service fees, and event donations are categorized correctly in DonorPerfect.

1. Open the event in the Manager Portal.
2. Open DonorPerfect Settings from the event settings menu.
3. Click Sync to DonorPerfect if you recently changed codes in DonorPerfect.
4. Review and select the codes you want SimpleTix to use:
   • Campaign
   • General Ledger
   • Solicitation
   • Sub Solicitation
   • Event
   • Event Year
   • Comments
   • Service Fees codes
   • Event Donations codes
5. Click Save.

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Reconcile orders with DonorPerfect

1. Log in to the Manager Portal.
2. Click Reports.
3. Select DonorPerfect Reconciliation.

You can also go directly to DonorPerfect Reconciliation. The reconciliation page shows order cards and separates them into tabs:

• Unmatched: orders that still need review.
• Matched: orders already reconciled with DonorPerfect.
• Ignored: orders you chose not to send to DonorPerfect.
• All Orders: all DonorPerfect reconciliation records.

Each order card shows the SimpleTix buyer information, order number, order date, order total, and any possible DonorPerfect matches.

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Choose the right action

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Quick Match

Use Quick Match when the suggested DonorPerfect record is clearly the same person.

1. Find the correct donor in the potential match list.
2. Click the lightning icon.

Quick Match links the order to that DonorPerfect donor without changing the donor’s name, address, phone, or email information.

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Compare & Merge

Use Compare & Merge when the buyer appears to be the same donor, but you want to review which fields should be saved.

1. Find the donor in the potential match list.
2. Click the columns icon for Compare & Merge.
3. In the Merge & Save Order Data window, review each field:
   • First Name
   • Last Name
   • Address
   • City
   • State
   • Country
   • Zip
   • Mobile Phone
   • Email
4. For each row, choose the SimpleTix value or the DonorPerfect value.
5. Review the Final Value column.
6. Scroll to the bottom of the window and click Merge & Save.

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Create a new donor in DonorPerfect

Use + Create new donor in DonorPerfect when no existing DonorPerfect record should be used.

1. Open the order card.
2. Click + Create new donor in DonorPerfect.
3. Review the SimpleTix buyer information in the merge window.
4. Click Merge & Save.

SimpleTix sends the order’s buyer information to DonorPerfect and marks the order as reconciled.

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Ignore an order

Use Ignore this order only when the order should not be reconciled to DonorPerfect. Ignored orders are removed from the active reconciliation queue and appear under the Ignored tab.

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Manual donor search

Use Search manually when you want to check whether a donor exists in DonorPerfect before creating a new record. You can search by:

• First name
• Last name
• Email

You can also use % as a wildcard. For example, searching Smi% can find names such as Smith, Smiles, or Smithsonian.

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What happens after you save

After you use Quick Match, Compare & Merge, or + Create new donor in DonorPerfect:

• The order is marked as reconciled in SimpleTix.
• The order moves out of the Unmatched tab.
• SimpleTix queues the DonorPerfect sync in the background.
• The selected donor fields are sent to DonorPerfect when you use Compare & Merge or create a new donor.

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Troubleshooting

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I do not see DonorPerfect Reconciliation under Reports

Confirm that DonorPerfect is connected for your SimpleTix account. Go to DonorPerfect Connection, enter your API key, and click Connect. If DonorPerfect is connected and you still cannot see the page, confirm that your user has Owner, Admin, or Manager access.

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I opened Compare & Merge but cannot find the merge button

The final button is inside the popup window. Scroll to the bottom of the Merge & Save Order Data window and click Merge & Save. If you are on a small screen or using a high browser zoom level, try reducing browser zoom or using a wider screen.

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The donor code I need is missing from event settings

Confirm the code exists in DonorPerfect, then open the event’s DonorPerfect Settings page and click Sync to DonorPerfect.

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The API key is rejected

Confirm the API key with your DonorPerfect account manager, then paste it again on the DonorPerfect connection page.