Welcome to the Online Giving DP Consulting Direct Integration Guide! In this article, we will walk you through how to set up and manage the direct integration between Online Giving and DP Consulting. This powerful integration allows for automatic donor matching and seamless donation recording, helping you streamline your donation management process. Whether you're just getting started or need guidance on specific features, this guide has you covered!
Before diving in, here are the Key Functions you’ll explore in this guide:
- Setting up DP Consulting API integration with Online Giving
- How to update funds/sub-funds for accurate donation tracking
- Automatic donation recording and management within DP Consulting
Table of Contents
- DP Consulting Integration Overview
- Getting Started with Setting up DP Consulting Integration
- How to Update Funds/Sub-Funds with Matching DP Consulting Funds
- Automatic Donation Recording with DP Consulting
- Frequently Asked Questions (FAQs)
DP Consulting Integration Overview
Online Giving offers a direct API integration with DP Consulting, making it easier to match donors and automatically record donations in DP Consulting’s system. This feature is included in all Online Giving plans that are $30+ per month.
This integration ensures that your donation data is synced across both platforms, reducing manual input and minimizing the risk of errors. Below, we'll explain how to set up and manage this integration effectively.
Getting Started with Setting up DP Consulting Integration
Our support team is ready to assist you in setting up the DP Consulting integration. To get started, email your request to support@onlinegiving.org and include the following details:
Required Information to Get Started with DP Consulting:
- DP Consulting API URL
- DP Consulting API Organization
- DP Consulting API Username
- DP Consulting API Password
Once we receive this information, we'll configure your Online Giving account to link with your DP Consulting account. After the setup is complete, we’ll update your funds/sub-funds with the corresponding DP Consulting funds and notify you when the integration is successful.
How to Update Funds/Sub-Funds with Matching DP Consulting Funds
Once the integration is in place, Online Giving will automatically send donation records to DP Consulting, ensuring that contributions are assigned to the correct DP Consulting fund. Here's how you can update or match your funds and sub-funds with DP Consulting funds from within your Online Giving control panel:
Steps to Update Funds/Sub-Funds:
- Login to your Online Giving control panel.
- Click on Funds from the left-hand navigation menu.
- Find the fund you'd like to manage and click the Gear icon next to it.
- From the dropdown, select Edit Fund.
- Enter the corresponding DP Consulting Fund ID into the “External Fund Number” field.
- Click Save to commit your changes.
- Repeat steps 2–6 for any additional funds.
Automatic Donation Recording with DP Consulting
After a donation is approved by the payment gateway, Online Giving will automatically queue the donation for recording in DP Consulting. This process runs in the background and includes retries over a 12-hour period if the recording fails.
You can view the DP Consulting response code and manually push a donation for recording if necessary.
How to View DP Consulting Response Code for a Transaction
- Login to your control panel.
- Click on Donations from the left-hand navigation menu.
- Use the search and filters to locate the specific donation.
- Click on the donation’s row to open the donation detail window.
- The DP Consulting Response Code will be displayed in the bottom right corner.
How to Manually Trigger Donation for Recording into DP Consulting
If a donation fails to record, you can manually trigger it:
- Login to your control panel.
- Click on Donations from the left-hand navigation menu.
- Search and filter donations to find the one you need.
- Click on the donation’s row to view its details.
- Click the red Retry Recording button in the bottom right corner.
How to View Donations Recorded into DP Consulting
- Login to your control panel.
- Click on Donations from the left-hand navigation menu.
- Click the Additional Filters button at the top right of the page.
- From the dropdown, select DP Consulting Recorded Contributions to see all successfully recorded donations.
How to View Donations Pending DP Consulting Recording
Donations automatically attempt to record into DP Consulting, but if they fail after 12 hours, they are marked as pending. To view these pending donations:
- Login to your control panel.
- Click on Donations from the left-hand navigation menu.
- Click the Additional Filters button at the top right of the page.
- Select DP Consulting Pending Contributions from the dropdown menu.
Frequently Asked Questions (FAQs)
1. What happens if a donation fails to record into DP Consulting?
Donations automatically retry for up to 12 hours. If recording fails, you can manually trigger the recording process using the Retry Recording button.
2. Can I link multiple funds to DP Consulting at once?
Yes, during the setup process, we link your funds and sub-funds with their associated DP Consulting funds. You can also manually edit them at any time via the control panel.
3. How often are donations synced with DP Consulting?
Donations are queued and pushed to DP Consulting within a few minutes after they are processed by the payment gateway.
4. What if I forget my DP Consulting API credentials?
Please contact DP Consulting to retrieve or reset your API credentials. You will need these to configure the integration.
5. How do I know if a donation was successfully recorded in DP Consulting?
You can view the DP Consulting response code in the donation detail window in the control panel. Additionally, use the DP Consulting Recorded Contributions filter to see a list of all successfully recorded donations.
