> ## Documentation Index
> Fetch the complete documentation index at: https://help.simpletix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect DonorPerfect and Reconcile Orders

> Learn how to connect DonorPerfect, configure event gift settings, and match SimpleTix orders to DonorPerfect donor records.

# 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.

<Info>
  The **Compare & Merge** tool compares SimpleTix order information with one DonorPerfect donor record. It does not merge two separate DonorPerfect donor records into one. If you need to combine duplicate donor records that already exist inside DonorPerfect, do that in DonorPerfect.
</Info>

## 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**.

***

## Connect DonorPerfect

<Steps>
  <Step title="Open the DonorPerfect connection page">
    Log in to the [Manager Portal](https://manager.simpletix.com), click **Settings**, then open **Plugins** and choose **DonorPerfect Connection**.

    You can also go directly to [DonorPerfect Connection](https://manager.simpletix.com/general/donor-perfect-connection).
  </Step>

  <Step title="Enter your API key">
    Paste your DonorPerfect API key into the **Enter your API key** field.
  </Step>

  <Step title="Connect DonorPerfect">
    Click **Connect**. SimpleTix validates the API key before connecting it.
  </Step>
</Steps>

<Tip>
  After DonorPerfect is connected, **Reports > DonorPerfect Reconciliation** becomes available in the Manager Portal.
</Tip>

***

## 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**.

<Note>
  The code options come from your DonorPerfect account. If a campaign, general ledger code, solicitation code, sub-solicitation code, or event code is missing, confirm it exists in DonorPerfect, then use **Sync to DonorPerfect** in SimpleTix.
</Note>

***

## Reconcile orders with DonorPerfect

1. Log in to the [Manager Portal](https://manager.simpletix.com).
2. Click **Reports**.
3. Select **DonorPerfect Reconciliation**.

You can also go directly to [DonorPerfect Reconciliation](https://manager.simpletix.com/general/donor-perfect-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.

***

## Choose the right action

### 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.

### 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**.

<Info>
  In the new Manager Portal, the button that finishes the merge is inside the **Merge & Save Order Data** window. If you opened Compare & Merge but do not see a button, scroll to the bottom of the window and look for **Merge & Save**.
</Info>

### 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.

### 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.

***

## 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.

<Note>
  If the correct donor appears in manual search but is not available as a selectable match on the order card, contact [SimpleTix Support](mailto:support@simpletix.com) so we can help complete the reconciliation.
</Note>

***

## 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.

<Tip>
  If the order does not move right away, refresh the page after a minute. Large batches or temporary DonorPerfect API delays can take longer to process.
</Tip>

***

## Troubleshooting

### I do not see DonorPerfect Reconciliation under Reports

Confirm that DonorPerfect is connected for your SimpleTix account. Go to [DonorPerfect Connection](https://manager.simpletix.com/general/donor-perfect-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.

### 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.

### 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**.

### The API key is rejected

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

<CardGroup cols={2}>
  <Card title="SimpleTix Reports" icon="chart-line" href="/docs/reports/guide-to-simpletix-reports">
    Learn where to find report pages in the Manager Portal.
  </Card>

  <Card title="Managing Event Settings" icon="calendar" href="/docs/events/managing-event-settings">
    Review event-level settings and configuration options.
  </Card>
</CardGroup>