Connectors

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DonorPerfect

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Compare DonorPerfect campaigns with NetSuite campaigns
Report
Cross-Connector

Match DonorPerfect campaigns to NetSuite campaigns

For fundraising teams who want campaign giving set against NetSuite revenue and cost, just by asking their AI assistant.

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Compare DonorPerfect campaigns with NetSuite campaigns
Compare DonorPerfect campaign SPRING26 with the NetSuite campaigns for this year.
SPRING26 has 212 gifts totalling 84,200.00, and the closest NetSuite campaign is titled Spring Appeal 2026. - NetSuite revenue: 79,350.00, total cost 12,400.00, profit 66,950.00 - Status: no exact match, so Spring Appeal 2026 is shown as a suggestion only - NetSuite campaigns with no gifts: none in this range Shall I check the other campaign codes?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-code
donorperfect-get-gift
netsuite-get-campaign

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

Connect DonorPerfect, pick your AI tool and paste the prompt.

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The problem

Campaigns compared by eye miss the gaps

Campaign results sit in DonorPerfect and NetSuite and are compared by eye, so codes with no matching NetSuite campaign, or the other way round, are missed. Titles rarely match exactly, which makes matching slow.

Without PopdockAI

  • Export campaign giving from DonorPerfect
  • Pull campaign revenue and cost from NetSuite
  • Match titles that never quite agree
  • Miss campaigns on one side only

With PopdockAI

  • Gifts are totalled for each DonorPerfect campaign code
  • Each is found in NetSuite by description, then code
  • Close names are suggestions only, never matches
  • Unmatched codes and campaigns are listed, read-only

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Compare the DonorPerfect campaign `{campaign}` (or all campaigns when empty) with NetSuite campaigns, and show giving next to NetSuite revenue.

**Step 1: Read campaigns (DonorPerfect)**

Call `donorperfect-get-code` with `field-name` = CAMPAIGN (and `code` = `{campaign}` if given). Then call `donorperfect-get-gift` with `campaign` = each code, between `{date-from}` and `{date-to}` using `gift-date.from` and `gift-date.to`, and total the `amount` and count the gifts.

**Step 2: Find the campaign (NetSuite)**

For each code call `netsuite-get-campaign` with `title` = the code description, then `title.contains` with the code if that finds nothing.

**Step 3: Report**

Table: DonorPerfect code, description, gift count, gift total, NetSuite campaign title, `revenue`, `total-cost`, `profit`, Match / Missing. List codes with no NetSuite campaign and NetSuite campaigns with no gifts.

**Rules & Guidelines:**

* `donorperfect-get-code` and `donorperfect-get-gift` are on the donorperfect server; `netsuite-get-campaign` is on the netsuite server.
* Read-only. Do not call any `donorperfect-save-*` tool, `donorperfect-set-flag`, or any `netsuite-add-*` or `netsuite-update-*` tool. Never change either system.

**Validation:**

* Dates default to the current year to date.
* Titles rarely match exactly; compare case-insensitively and show near matches as suggestions, not matches.
* If the DonorPerfect code list is empty, say so and stop.

Who it's for

One answer, three teams that use it

Fundraising managers

See giving next to campaign cost

Gift totals sit beside NetSuite revenue, cost and profit.

Compare all DonorPerfect campaign codes with NetSuite campaigns for 2026.

Nonprofit accountants

Find campaigns missing on one side

Codes with no NetSuite campaign and campaigns with no gifts are listed.

Which DonorPerfect campaign codes have no matching NetSuite campaign this year?

Development directors

Judge which appeals paid off

Revenue and cost per campaign help you plan the next one.

How did DonorPerfect campaign GALA26 compare with its NetSuite campaign cost?

How it works

What PopdockAI does when you ask

You give a campaign code or leave it blank, and your AI assistant compares DonorPerfect giving with NetSuite campaigns. It only reads.

01

Ask

You give a campaign code, or leave it blank for all, and a date range.

Your AI tool

02

Read

It reads the campaign codes from DonorPerfect and totals the gifts for each.

donorperfect-get-code
donorperfect-get-gift

03

Find

It looks for each campaign in NetSuite by description, then by code.

netsuite-get-campaign

04

Report

You get a table with Match or Missing, and near matches shown as suggestions only.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.

get-data

donorperfect-get-code

Returns the configuration code values behind DonorPerfect's drop-down fields, such as campaign, solicitation, gift type and GL codes. Use it to validate a code before writing a gift, pledge or donor record.
get-data

donorperfect-get-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
get-data

netsuite-get-campaign

Returns NetSuite campaigns read from the NetSuite connector, with the fields people use most. Read-only.
Read only.Nothing in DonorPerfect Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Giving and campaign revenue in one table

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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See Documentation