Donorfy Setup Guide | Step-by-Step Integration Setup | MatterPay | MatterPay
MatterPay

Donorfy Integration Setup Guide

Get your Donorfy integration up and running in under 15 minutes. Our step-by-step guide makes it simple.

Before You Start

You'll need administrator access to your Donorfy account
Have your MatterPay account login details ready
The setup is completely free - no additional costs
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Complete Setup in 6 Steps

1

Contact Donorfy Support

Request API access for your Donorfy account

  • • The Donorfy API is not enabled by default
  • • You'll need to contact Donorfy support to request API access
  • • Use the provided email template to make your request
Show detailed instructions

Email Template

Subject: API Access Request for MatterPay Integration
Hi Donorfy Support, I would like to request API access for my Donorfy account to integrate with MatterPay (our event ticketing platform). Please could you enable API access on my account so I can access the API settings in my control panel? This will allow us to automatically sync event attendee data from MatterPay into our Donorfy database. Thanks, [Your name]
Open Donorfy Support Ticket →
2

Get Your API Key

Retrieve your API key from the Donorfy control panel

  • • Once Donorfy support enables API access, log into your Donorfy control panel
  • • Navigate to Settings → Account → Donorfy Settings
  • • Your API Key will be displayed at the bottom of this page
Show detailed instructions

Navigation Path

Settings → Account → Donorfy Settings

The API Key will be displayed at the bottom of this page

3

Create Your Access Token

Generate an access token with the correct permissions

  • • Go to Settings → Configuration → API Settings in your Donorfy control panel
  • • Click 'Add permission' and configure the settings
  • • Copy the generated Access Token
Show detailed instructions

Navigation Path

Settings → Configuration → API Settings

Step-by-Step Instructions

  1. Click the 'Add permission' button
  2. Set the name to: MatterPay
  3. Set From IP Address to: 0.0.0.0
  4. Set To IP Address to: 255.255.255.255
  5. Save the permission
  6. Copy the generated Access Token
4

Enter Credentials in MatterPay

Connect your accounts by entering the API credentials

  • • Go to Settings → Integrations → Donorfy in your MatterPay dashboard
  • • Enter your Donorfy API key and access token
  • • Test the connection to ensure it's working correctly
Show detailed instructions

Navigation Path

Settings → Integrations → Donorfy

Once you have both the API Key and Access Token, enter them in the Authentication section and save to connect your account.

5

Configure Sync Preferences

Set up how you want contacts and transactions to sync

  • • Choose whether to sync just ticket buyers or all attendees
  • • Select whether to overwrite existing contact details
  • • Set your default campaign for event activities
Show detailed instructions

Configuration Options

ContactSync: Choose whether to sync constituents for the ticket buyer or all ticket holders
Overwrite: Choose whether to overwrite an existing constituent with the new details
Campaigns: Set your default campaign for event activities
6

Enable Financial Transactions (Optional)

Sync purchase amounts and fees to Donorfy as transactions

  • • Choose your transaction product and fund codes
  • • Select payment method for transactions
  • • Configure transaction settings
Show detailed instructions

Configuration Options

Products: Choose which Donorfy product to assign to transactions
Funds: Choose which Donorfy fund to assign to transactions
Refunds: Refunds are automatically handled with negative transactions

Note

This step is optional. You can choose whether to add a transaction with the purchase amount and fees.

Integration Configuration Options

Profile

Contact Sync Options

Ticket Buyer Only

Only sync the person who made the purchase to Donorfy

All Attendees

Sync the buyer plus every individual ticket recipient as separate contacts

Overwrite Existing

Choose whether to update existing contact details with new information

Bill

Transaction Settings

Enable Transactions

Record ticket sales as financial transactions in Donorfy

Product & Fund Codes

Choose which Donorfy product and fund to assign to transactions

Payment Method

Set the payment method for transactions

Refund Handling

Automatic creation of negative transactions for refunds

What Gets Synced to Donorfy

Profile

Contact Details

  • • First and last name
  • • Email address
  • • Phone number
  • • Company name
  • • Marketing preferences
Today

Event Activities

  • • Event registration record
  • • Campaign assignment
  • • Event name and details
  • • Link to MatterPay order
  • • Registration date
Bill

Transactions

  • • Purchase amount
  • • Processing fees
  • • Payment method
  • • Product and fund codes
  • • Refund transactions

Troubleshooting Common Issues

❓ Invalid API credentials error

Double-check your API key and access token. Contact Donorfy support if they're not working.

❓ Contacts not appearing in Donorfy

Check your sync preferences. Ensure 'Contact inclusion type' is set correctly.

❓ Duplicate contacts being created

Donorfy's duplicate detection uses a score threshold of 13. We match on email and first name. If the score is below 13, a new contact will be created.

❓ Transactions not syncing

Ensure transactions are enabled and product/fund codes are correctly configured.

Still Need Help?

Our UK support team is here to help you get set up. We offer free setup assistance via phone, email, or video call.

Ready to Set Up Your Integration?

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