Integration Summary
Product | |
Method | Push (Webhooks) |
Frequency | Real-Time |
Articles |
|
Demonstration Video
Supported Modes
Logic is required to map Raisely notifications to your Salesforce data. To quickly and easily do so we recommend using one of the supported MoveData Extensions.
Fundraising and Donations | ✔ |
Ticketing and Commerce | ✔ |
Forms | ✘ |
Note
The Fundraising and Donations Extension is relevant to processing fundraising activity and donation information into Salesforce
The Ticketing and Commerce Extension is relevant to processing order information into Salesforce
Setup
Raisely API & Webhooks Adminstration
To set up Raisely you will need a Raisely API Key. To get this:
Login to https://admin.raisely.com/
Open any campaign and select
Settings → API & Webhooks
and note your API Key
Next, you will need to create your Raisely Integration in MoveData. To do this, open the MoveData app and select the Integrations
tab. Click New Integration
and select JustGiving
from the list of available integrations. Add a Name and click Save
.
MoveData Raisely Configuration Screen
Enter your Raisely API Key. Referring to the Raisely Configurable Options, complete your configuration and click Save
to continue.
MoveData Raisely Endpoint URL
The final step is to register the MoveData Integration Endpoint as a target for the Raisely Webhooks. To complete this, return to the API & Webhooks
in Raisely.
Raisely API & Webhooks Adminstration
Scroll to the bottom and complete the Add a Webhook
section. Paste the MoveData Integration Endpoint into the URL
field and register the following events depending on your configuration:
Processor Version | Events |
[All] |
|
V1: Donation Only |
|
V2: Donation & Tickets | All
|
After you click Add Webhook
, you will have successfully have configured Raisely to send notifications to Salesforce using MoveData.
Configurable Options
Processor Version | Determines which outputs will be produced by the MoveData processor.
|
[V2 Only] Fee Allocation Method | If Processor Version is set to
|
Aggregate Order Line Items | When an order is placed with multiple entries of the same product (e.g. 2 x Adult Ticket), then aggregates into a single line item. This is automatically applied when there are 20 or more of the same product across multiple lines. |
Facebook as Standard Donations | Determines whether Facebook Donations are sent through as Offline Donations or as Once-Off Anonymous Donations. |
Data Migration
Data Migration is available upon request. This is a custom service provided by MoveData and is delivered by MoveData Professional Services.
Requires a CSV export of Raisely donation, profile and order reports
Records will only be imported if available via the Raisely API
Additional Field Mappings
Where possible, all fields are mapped to the appropriate schemas. Often there are fields that do not fit explicitly into a schema and these are appended as custom fields. Raisely Questions are dynamically added to Questions entries within the produced schema objects.
Custom Fields
Raisely allows users to add custom fields to their forms. There are two types of custom fields which MoveData supports:
Standard fields
Special fields
Special fields are listed below. If fields are added with specific Field IDs, MoveData will automatically enact business logic against those fields. For example, if you add the field company
and this field has a value, then MoveData will construct an Organisation Account record based on the company
value. Standard fields are passed through as a Question as part of the resulting notification.
Attribute Name | Field Type | Description |
| Address Lookup | Sets Address information against the Contact |
| Date | Sets Date of Birth information against the Contact |
| Text | Creates an Organisation Account for the company entered and establishes an Organisation Affiliation between the Contact and Organisation Account |
| Select Items | Sets Salutation information against the Contact |
Reference
Below is a list detailing additional Custom fields sent as part of a notification by schema and object.
All Schemas
Accounts
No Custom Attributes
Contacts
Attribute Name | Description | Example |
| Facebook User ID |
|
| Access Token |
|
| Date & Time when Contact unsubscribed |
|
Campaigns
Attribute Name | Description | Example |
| Raisely Notification Type |
|
| URL Path |
|
| Grand Total |
|
| Total for Profile |
|
| Fees Paid for Profile |
|
| Total activity for Profile |
|
| Exercise goal for Profile |
|
| Time goal for Exercise for Profile |
|
| Exercise for Profile |
|
| Time Exercising for Profile |
|
| Fundraiser’s Facebook User ID |
|
| Fundraiser’s Facebook User ID |
|
Donation Schema
Recurring Donations
No Custom Attributes
Donations
Attribute Name | Description | Example |
| Transaction Settlement Date (when available) |
|
| UK Gift Aid Flag (when relevant) |
|
| Payment Gateway Card Token |
|
| Response Code from Payment Gateway |
|
| Payment Gateway Transaction Description |
|
| Raisely Receipt PDF Link |
|
| Flattened List of Items contained within the Txn - Quantity |
|
| Flattened List of Items contained within the Txn (ie. Ticket Sale, Donation, etc) |
|
Commerce Schema
Catalog
Attribute Name | Description | Example |
| Product Photo Url |
|
| Raisely Product Type |
|
| Total Number Sold |
|
| Max Number that can be Sold |
|
| Start Date that the Product is available for Sale |
|
| Last Date that the Product is available for Sale |
|
Order
Attribute Name | Description | Example |
| Transaction Settlement Date (when available) |
|
| Payment Gateway Card Token |
|
| Response Code from Payment Gateway |
|
| Payment Gateway Transaction Description |
|
| Raisely Receipt PDF Link |
|
Order Item
Attribute Name | Description | Example |
| Order Item Status |
|
| Attendance Status |
|
Other Resources
Raisely Data Fields: https://support.raisely.com/article/484-the-data-fields-explained