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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.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads the campaign codes from DonorPerfect and totals the gifts for each.
03
Find
It looks for each campaign in NetSuite by description, then by code.
04
Report
You get a table with Match or Missing, and near matches shown as suggestions only.
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.
donorperfect-get-code
donorperfect-get-gift
netsuite-get-campaign
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.
The outcome
Giving and campaign revenue in one table
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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