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	[e-mail]
Salutation	Mr
Phone	[phone]	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

Also see Campaign Hierarchy and Record Names.

Field	Example	Note
Campaign Name	Community Fundraisers: Team MoveData - James Gilray	See Record Names
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.

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	See Campaign Member Statuses
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.