Objects and Fields: NPSP | MoveData Help Center

If your integration needs to match against existing records, then you must seed those records with the necessary identifiers for MoveData to determine a match. Failure to do so can result in MoveData being unable to identify the existing record and a duplicate created as a result.

Related Article

This article is to be read in conjunction with Map to Existing Records: Platform-Specific Syntax

For organisations with existing records in Salesforce, the "minimum" approach we recommend is to map campaign and recurring donation records only. This is because contact and account records can be matched using your Salesforce Duplicate and Matching Rules, and opportunities are rarely updated after-the-fact.

Contact Records

Identifiers for contact records are stored on a child object called movedata__Contact_Platform_Key__c.

Salesforce Field	Comment
`movedata__Contact__c`	ID of the contact record in Salesforce
`movedata__Platform_Key__c`	ID of the contact record in the source platform

To map to existing contact records you must create the necessary movedata__Contact_Platform_Key__c record for that contact.

MoveData uses your Salesforce Duplicate and Matching Rules

If a match based on movedata__Contact_Platform_Key__c is not determined, MoveData will run your Duplicate and Matching rules
Reference: Configure Duplicate Rules
As such, mapping contact records could be considered optional optional given your duplicate rules will otherwise handle contact matching

Account Records (Organisation Accounts)

Identifiers for account records are stored on a child object called movedata__Account_Platform_Key__c.

Salesforce Field	Comment
`movedata__Account__c`	ID of the account record in Salesforce
`movedata__Platform_Key__c`	ID of the account record in the source platform

To map to existing account records you must create the necessary movedata__Account_Platform_Key__c record for that contact.

MoveData uses your Salesforce Duplicate and Matching Rules

If a match based on movedata__Account_Platform_Key__c is not determined, MoveData will run your Duplicate and Matching rules
Reference: Configure Duplicate Rules
As such, mapping account records could be considered optional optional given your duplicate rules will otherwise handle account matching

Additional notes:

MoveData does not directly interface with Household Accounts. These are managed by NPSP.
Not all source platforms will provide an ID for the account in their system. Often this is simply captured as metadata on the donation form ("Company Name") which MoveData uses to create the account record.

Campaign Records

Identifiers for campaigns are stored on the Campaign object.

Salesforce Field	Comment
`movedata__Platform_Key__c`	ID of the page record in the source platform
`movedata__Protect_Name__c`	Set `True` if you wish to protect the name of the campaign in Salesforce (else, the integration may update the name to the value issued by the source platform).

Recurring Donation Records

Identifiers for campaigns are stored on the Recurring Donation object.

Salesforce Field	Comment
`md_npsp_pack__Platform_Key__c`	ID of the recurring donation record in the source platform

Opportunity Records

Identifiers for campaigns are stored on the Opportunity object.

Salesforce Field	Comment
`movedata__Platform_Key__c`	ID of the donation record in the source platform