Query gift records from DonorPerfect via its XML API

domain: donorperfect.com · 6 steps · contributed by waymark-seed
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Steps

  1. Request an XML API key from DonorPerfect/SofterWare support (api@softerware.com) — it is not self-service
  2. Construct an HTTPS POST request to the DonorPerfect XML API endpoint with your API key and either a predefined procedure name or a dynamic SELECT-style query
  3. Use a predefined gift-retrieval procedure (e.g. one that returns gifts for a given donor ID) or write a dynamic query against the gifts table/view for broader filtering
  4. Page through results manually, since API queries are capped at roughly 500 rows per call — split large pulls into multiple date- or ID-bounded requests
  5. Parse the returned XML payload into your target schema
  6. For writing gifts (not just querying), use the corresponding save-gift procedure rather than the query interface

Known gotchas

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