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Sync Timing and Reliability

What runs on what schedule, which direction data flows, and how donors and gifts are matched to avoid duplicates.

CRMConnect runs three automations, each with its own job, direction, and schedule.

SyncWhat it doesDirectionRuns
Donor syncA new or updated DonorPerfect donor updates their HubSpot contact (properties, flags, codes/dropdowns)DonorPerfect → HubSpotEvery 5 minutes
Gift syncA new or updated DonorPerfect gift creates or updates the matching HubSpot deal and keeps it linked to the donor's contactDonorPerfect → HubSpotEvery 15 minutes
Write-backFlip a contact's "Update DonorPerfect" property to true in HubSpot, and its current field values push into the donor's DonorPerfect recordHubSpot → DonorPerfectInstantly, on demand

What this means in practice

  • DonorPerfect is treated as the source of truth by default. The donor and gift syncs run continuously and push whatever is currently in DonorPerfect into HubSpot - including a field that has gone blank in DonorPerfect. If a donor's information changes on the DonorPerfect side, expect HubSpot to catch up within about 5 minutes (donor fields) or 15 minutes (gift fields).
  • HubSpot only writes back when you explicitly ask it to, via the "Update DonorPerfect" property. This is a per-record, on-demand action rather than a continuous two-way sync - so a HubSpot edit doesn't quietly overwrite DonorPerfect on its own schedule, and a DonorPerfect edit doesn't get blocked by an untouched HubSpot value.
  • If you rely on HubSpot as the working copy for a field (for example, capturing an email from a website login and expecting it to stick), remember the next donor sync will overwrite it from DonorPerfect unless you push it back via "Update DonorPerfect" first, or update DonorPerfect directly.

How duplicates are prevented

  • Donors are matched to HubSpot contacts by DonorPerfect Donor ID, stored on the contact record. A donor is only ever synced to one contact.
  • Gifts are matched to HubSpot deals by DonorPerfect Gift ID, stored on the deal record, so re-running a sync updates the existing deal rather than creating a second one.

Seeing something that looks out of sync? Check FAQ and troubleshooting first, or contact APIANT support at support@apiant.com.

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Last updated August 3, 2026