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

FieldExampleNote

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.

FieldExampleNote

Account Name

MoveData

Campaigns

Also see Campaign Hierarchy and Record Names.

FieldExampleNote

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

Also see Matching Pledged Recurring Donations.

FieldExampleNote

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

FieldExampleNote

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.

FieldExampleNote

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.

FieldExampleNote

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.

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