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Getting started

Getting Started Welcome to MoveData Quickstart guide How MoveData works Your learning path

Installation and setup

Installation and setup Installing MoveData Running the setup wizard Connecting your first integration Testing your integration

What to expect after going live MoveData onboarding services Key concepts and glossary

Integrations

Integrations Overview

Raisely

Setting up Raisely

Troubleshooting

Map campaigns to Salesforce Connect campaigns Sync before first notification Organisation donations Address conflicts Migrate recurring donations Missing last name Recurring donation statuses Forgetting a person Syncing communications

Enthuse

Setting up Enthuse

Troubleshooting

Missing Enthuse data

Funraisin

Setting up Funraisin

Troubleshooting

Additional ticket holders Web forms Ticket refunds Missing $0 transactions Missing participant record Raffle ticket option error Missing records

GiveEasy

Setting up GiveEasy

Grassrootz

Setting up Grassrootz

Troubleshooting

Foreign currency donations Fee information

JustGiving

Setting up JustGiving

Troubleshooting

Notification date filter Foreign currency skipping Data API connection error

GoFundraise

Setting up GoFundraise

Troubleshooting

Custom fields

GiveWP

Setting up GiveWP

TapRaise

Setting up TapRaise

Benevity

Setting up Benevity

Charitable Giving

Setting up Charitable Giving

CAF

Setting up CAF

Good2Give

Setting up Good2Give

Facebook

Setting up Facebook

Much Loved

Setting up Much Loved

PayPal Giving Fund

Setting up PayPal Giving Fund

Charities Trust

Setting up Charities Trust

Using MoveData

The MoveData app in Salesforce

Navigating the app Notifications Reprocess notifications Notification frequency Execution logs Polling attempts

Managing MoveData

Settings Data imports

Understanding your data

Data in NPSP Data in Nonprofit Cloud Data with Commerce

Customising MoveData

Customising MoveData Writing extension flows Ask MoveData AI

Worked examples

Platform-based rules Custom campaign selection Mapping platform data Setting record types Inheriting values Skipping information Post-save updates Using formulas Advanced duplicate rules Disabling a phase Change SObject type

Settings configuration

Fee covered amounts Address processing Campaign members Offline donations Failed donations State and country codes

Troubleshooting

Troubleshooting Understanding errors Contact MoveData support

Common issues

Unable to lock row Unhandled flow faults Campaign hierarchy levels Campaign member errors Campaign End Date validation Protect campaign parent Protect campaign name Lead matching Missing original donation on refund

NPSP-specific issues

Organisation Accounts as Anonymous Households Can't change Household Account on Recurring Donation Contact Issue on Recurring Donation

NPC-specific issues

NPC licensing Soft credits

Commerce-specific issues

Duplicate SKU error Commerce edits aren't synced

Connection and authentication

Domain name change Connected App restrictions Phishing-resistant MFA API whitelisting

Technical issues

Apex CPU time limit Too many SOQL queries Too many SOQL queries (DLRS) Async post-processing HTTP callouts

Administration

Architecture

Architecture Architecture overview Platform architecture Salesforce architecture

Setup and configuration

Setup and configuration Permission sets Change authorised user Sandbox setup

Extensions

Extensions Extensions overview NPSP F\&D extension Commerce extension NPC extension Enabling commerce

Developer Edition

Developer Plan

Pipelines

Pipelines Pipeline overview Donation pipeline Commerce pipeline Single-step pipeline mode

Upgrading and maintenance

Upgrading and maintenance Upgrading MoveData Uninstalling MoveData

Existing record mapping

Existing record mapping NPSP Nonprofit Cloud Platform key syntax

Legacy upgrades

Legacy upgrades Upgrading App from pre-1.167

Reference

Extensions

NPSP Fundraising and Donations

NPSP Fundraising and Donations Overview Settings Fields and objects Permission sets Metadata reference

Flows

Accounts

Accounts Account details helper flow Account mapping flow Account platform key flow Account platform key helper flow Account post-upsert flow Account record match flow Get account ID helper flow

Contacts

Contacts Contact details helper flow Contact mapping flow Contact platform key flow Contact platform key helper flow Contact post-upsert flow Contact record match flow

Campaigns

Campaigns Campaign mapping flow Campaign name flow Campaign platform key flow Campaign post-upsert flow Campaign record match flow

Donations

Donations Donation mapping flow Donation platform key flow Donation post-upsert flow Donation record match flow

Recurring Donations

Recurring Donations Recurring mapping flow Recurring platform key flow Recurring post-upsert flow Recurring record match flow

Apex flow components

Apex flow components Initialise campaign member statuses Create campaign members Create contact account affiliations NPSP soft creditor GAU campaign copy Deprecated flow components

Nonprofit Cloud

Nonprofit Cloud Overview Settings Fields and objects Permission sets Metadata reference

Flows

Accounts

Accounts Account mapping flow Account platform key flow Account post-upsert flow Account record match flow

Contacts

Contacts Contact mapping flow Contact platform key flow Contact post-upsert flow Contact record match flow

Campaigns

Campaigns Campaign mapping flow Campaign name flow Campaign platform key flow Campaign post-upsert flow Campaign record match flow

Donations

Donations Donation mapping flow Donation platform key flow Donation post-upsert flow Donation record match flow

Recurring donations

Recurring donations Recurring mapping flow Recurring platform key flow Recurring post-upsert flow Recurring record match flow

Catalog

Catalog Catalog mapping flow Catalog name flow Catalog platform key flow Catalog post-upsert flow Catalog record match flow

Orders

Orders Order mapping flow Order platform key flow Order record match flow Order finaliser flow Order item mapping flow Order item platform key flow Order item record match flow

Commerce

Commerce Overview Settings Fields and objects Permission sets Metadata reference

Flows

Accounts

Accounts Account details helper flow Account mapping flow Account platform key flow Account platform key helper flow Account post-upsert flow Account record match flow

Contacts

Contacts Contact details helper flow Contact mapping flow Contact platform key flow Contact platform key helper flow Contact post-upsert flow Contact record match flow

Campaigns

Campaigns Campaign mapping flow Campaign name flow Campaign platform key flow Campaign post-upsert flow Campaign record match flow

Catalog

Catalog Catalog mapping flow Catalog name flow Catalog platform key flow Catalog post-upsert flow

Orders

Orders Order mapping flow Order name flow Order platform key flow Order record match flow Order finaliser flow Order item mapping flow Order item platform key flow Order item record match flow

Apex flow components

Apex flow components NPSP create campaign members proxy NPSP GAU campaign copy NPSP initialise campaign members proxy

Schemas

Donation schema

Donation schema Schema overview Schema Person Organisation Campaign Donation Recurring Financial Financial entry Matched Tribute Address Communication Marketing Question Relationship

Commerce schema

Commerce schema Schema overview Schema Person Organisation Campaign Catalog Brand Order Order item Address Communication Marketing Question Relationship

Commands and variables

Commands and variables Flow command reference Flow variable reference Pipeline context variables reference

Glossary

Release Notes

What's New MoveData Package NPSP Fundraising & Donations Nonprofit Cloud Commerce

Account and legal

Account, Legal and Security Payment options Sales tax Legal

Security and compliance

Security overview Cyber security FAQ Cloud Security Alliance assessment Security questionnaire