Customising MoveData

Configure business rules, field mappings, duplicate management, and advanced settings to tailor MoveData to your organisation's needs.

Business Rules#

Conditional Rules Based on Source Platform — Apply different logic depending on which platform sent the data.
Select a Different Campaign — Override the default campaign assignment in your flows.
Store Platform Data on Salesforce Records — Save source platform data directly onto Salesforce fields.
Set Different Record Types — Assign Salesforce record types based on incoming data.
Inherit Values Between Records — Pull values from parent records into child records.
Not Process Certain Information — Exclude specific data from being synced to Salesforce.
Update Records After Save — Run additional logic after MoveData saves records.
Use Salesforce Formulas in Flows — Leverage Salesforce formula fields within MoveData flows.

How to Include or Exclude Fee Covered from Amount — Control whether fee-covered amounts are included in donation totals.
How to Process or Ignore Address Information — Choose whether MoveData updates address fields.
How to Process or Ignore Campaign Members — Control campaign member creation during sync.
How to Process or Ignore Offline Donations — Choose whether offline donations are processed.
How to Set State and Country Codes — Configure state and country picklist values.

Duplicate Rules — Configure how MoveData matches incoming data to existing Salesforce records.
Advanced: Salesforce Duplicate and Matching Rules — Use Salesforce-native duplicate and matching rules with MoveData.
Map to Existing Records: NPSP — Configure record matching for NPSP organisations.
Map to Existing Records: NPC — Configure record matching for Nonprofit Cloud organisations.

Disable a Phase — Turn off specific processing phases in your integration.
Platform Key Syntax — Reference for platform key identifier formats.
Change the SObject Type Within a Phase — Override the default Salesforce object type for a phase.