Fundraising & Donations Extension
MoveData will automatically create records with the following values. See duplicate detection for details on how MoveData matches against records. You can extend logic by customising your integration. NPSP will use values to automatically create/update a range of other fields.

Contacts

Field
Example
Note
First Name
James
Last Name
Gilray
Email
Salutation
Mr
Phone
+61 422 123 456
Logic exists to set Mobile Phone, Home Phone or Work Phone - default option is to set phone number as Mobile Phone
Mailing Street
123 George Street
Mailing City
Sydney
Mailing State/Province
NSW
Mailing Zip/Postal Code
2000
Mailing Country
AU
Organisation Affiliation
MoveData
Organisation Affiliation is created in the context of a company donation or company fundraising page

Organisation Accounts

Household accounts are created automatically by NPSP. In the context of a company donation or company fundraising page MoveData will create an Organisation Account. In most cases, only Account Name will be set since this is the only information collected by the connected platform.
Field
Example
Note
Account Name
MoveData

Campaigns

Field
Example
Note
Campaign Name
Community Fundraisers: Team MoveData - James Gilray
Parent Campaign
Community Fundraisers: Team MoveData
Looks up the parent campaign - see Campaign Hierarchy
Status
In Progress
See Record Statuses for Status logic
Active
True
See Record Statuses for Active logic
Start Date
01/01/2022
Date campaign was created
Contact (Fundraiser)
James Gilray
Contact associated with fundraising campaign
Account (Fundraiser)
Gilray Household
Organisation Account associated with fundraising campaign (in the context of a company fundraising page), else NPSP will set the Household Account
Campaign URL
https://www.mycampaign.com/james-gilray
URL of fundraising page
Description
I'm fundraising because...
Description entered when fundraising page was created/updated
Expected Revenue in Campaign
$350
Target entered when fundraising page was created/updated

Recurring Donations

Field
Example
Note
Recurring Donation Name
James Gilray Monthly Recurring Donation - $50.00
Uses naming convention defined in NPSP
Amount
$50.00
Instalment Period
Monthly
Frequency provided by the connected platform
Status
See Record Statuses for Status logic
Contact
James Gilray
Contact who made the recurring donation
Account
Gilray Household
Organisation Account in the context of a company recurring donation, else NPSP will set the Household Account
Campaign
Regular Giving
Looks up the campaign responsible for soliciting the recurring donation
Date Established
01/01/2021
Date recurring donation was established
Effective Date
01/01/2021
Date recurring donation was established
Open Ended Status
Open Ended
Defaults to Open Ended
Day of Month
1
Day of month the recurring donation was established - only set for monthly frequency
Open Ended Status
Open Ended
Defaults to Open Ended

Opportunties

Field
Example
Note
Opportunity Name
James Gilray $100.00 Donation 2022-01-01
Uses naming convention defined in NPSP
Amount
$100.00
Stage
Closed Won
See Record Statuses for Stage logic
Close Date
2022-01-01
Date the donation was made
Primary Contact
James Gilray
Contact who made the donation
Account Name
Organisation Account in the context of a company donation, else NPSP will set the Household Account
Primary Campaign Source
Community Fundraisers: Team MoveData - James Gilray
Looks up the campaign responsible for soliciting the opportunity
Description
Good stuff!
Comment entered when the donation was made
Recurring Donation
James Gilray Monthly Recurring Donation - $50.00
Only set if the donation is a recurring donation - looks up the recurring donation parent
Private
False
Only set if the donation is made anonymously
Receipt Number
2923707
Receipt number in connected platform
Platform Fee
$1.44
Fee charged by connected platform (tax inclusive)
Platform Fee Tax
$0.13
Tax charged by connected platform
Gateway Fee
$1.21
Fee charged by payment gateway (tax inclusive)
Gateway Fee Tax
$0.11
Tax charged by payment gateway
Fee
$2.65
Total fees charged (tax inclusive)
Tax
$0.24
Total tax charged

Opportunity Contact Roles

For additional context see Soft Credits. This feature can be toggled on or off in Settings.
Field
Example
Note
Contact
James Gilray
Looks up the contact behind the campaign responsible for soliciting the opportunity
Opportunity
James Gilray $100.00 Donation 2022-01-01
Role
Soft Credit

Campaign Members

For additional context see Campaign Member Statuses. This feature can be toggled on or off in Settings.
Field
Example
Note
Campaign
Community Fundraisers: Team MoveData - James Gilray
Contact
James Gilray
Contact associated with fundraising campaign
Status
Fundraiser
Responded
True
Defaults to True

General Accounting Units

General Accounting Units will be copied down the campaign hierarchy. Note that this is only applied when a new campaign record is created, and not updated. For additional context see General Accounting Units.