Getting Started

Here's what to expect during onboarding, start to finish. Depending on our current workload, onboarding is typically completed within 1-2 weeks of signing your agreement.

1. Create your APIANT access accounts

We'll need dedicated access accounts for both systems rather than a personal login:

• DonorPerfect - an admin-rights user for APIANT (e.g. support+YourOrg@apiant.com), plus your DonorPerfect site login URL.
• HubSpot - a partner-seat user with super admin rights, added via a direct invite link we send you.

Creating these up front is the single biggest thing you can do to speed up onboarding - it lets us move straight into configuration instead of waiting on access.

2. Answer a few pre-installation questions

We'll ask you to confirm a handful of settings before we build your integration, most commonly:

• Whether to assign a default HubSpot Contact/Deal owner for records the integration creates (off by default).
• Your HubSpot staff or administrative contact email.
• Whether your DonorPerfect gift pipeline is enabled - this determines whether donation activity triggers an immediate donor sync (see Sync timing and reliability).

3. We prepare your integration

While you're gathering access and answers, we configure your account's field mappings and settings against the standard property set (see Data reference).

4. Onboarding call

We walk through your accounts and field mappings together, and answer any questions on how the sync behaves for your specific setup - particularly around your existing donor base and gift history, since those are one-time decisions worth getting right before go-live (see Initial import & historical gifts).

5. Go-live

Once you give the written go-ahead, we run your initial donor import and switch on live sync. From that point, the three CRMConnect automations run continuously per the schedule in Sync timing and reliability.

First-day checklist

• APIANT access accounts created for DonorPerfect and HubSpot
• Pre-installation questions answered (owner assignment, admin contact, gift pipeline status)
• Reviewed the properties spreadsheet and flagged any custom fields you want carried through
• Confirmed your expectations for the initial import and historical gift behavior
• Onboarding call scheduled

Questions along the way? Contact APIANT support at support@apiant.com.