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Getting started

Getting Started
Welcome to MoveData
Quickstart guide
How MoveData works
Your learning path
Installation and setup
What to expect after going live
MoveData onboarding services
Key concepts and glossary

Integrations

Integrations
Overview
Raisely
- Setting up Raisely
- Troubleshooting
Enthuse
- Setting up Enthuse
- Troubleshooting
  - Missing Enthuse data
Funraisin
- Setting up Funraisin
- Troubleshooting
GiveEasy
- Setting up GiveEasy
Grassrootz
- Setting up Grassrootz
- Troubleshooting
  - Foreign currency donations
  - Fee information
JustGiving
- Setting up JustGiving
- Troubleshooting
GoFundraise
- Setting up GoFundraise
- Troubleshooting
  - Custom fields
GiveWP
- Setting up GiveWP
TapRaise
- Setting up TapRaise
Benevity
- Setting up Benevity
Charitable Giving
- Setting up Charitable Giving
CAF
- Setting up CAF
Good2Give
- Setting up Good2Give
Facebook
- Setting up Facebook
Much Loved
- Setting up Much Loved
PayPal Giving Fund
- Setting up PayPal Giving Fund
Charities Trust
- Setting up Charities Trust

Using MoveData

Using MoveData
The MoveData app in Salesforce
Managing MoveData
- Settings
- Data imports
Understanding your data

Customising MoveData

Customising MoveData
Writing extension flows
Ask MoveData AI
Worked examples
Settings configuration

Troubleshooting

Troubleshooting
Understanding errors
Contact MoveData support
Common issues
NPSP-specific issues
NPC-specific issues
- NPC licensing
- Soft credits
Commerce-specific issues
- Duplicate SKU error
- Commerce edits aren't synced
Connection and authentication
Technical issues

Administration

Administration
Architecture
Setup and configuration
Extensions
Pipelines
Upgrading and maintenance
Existing record mapping
Legacy upgrades
- Legacy upgrades
- Upgrading App from pre-1.167

Reference

Reference
Extensions
- Extensions
- NPSP Fundraising and Donations
  - NPSP Fundraising and Donations
  - Overview
  - Settings
  - Fields and objects
  - Permission sets
  - Metadata reference
  - Flows
    
    Flows
    
    Accounts
    
    Accounts
    
    Account details helper flow
    
    Account mapping flow
    
    Account platform key flow
    
    Account platform key helper flow
    
    Account post-upsert flow
    
    Account record match flow
    
    Get account ID helper flow
    
    Contacts
    
    Contacts
    
    Contact details helper flow
    
    Contact mapping flow
    
    Contact platform key flow
    
    Contact platform key helper flow
    
    Contact post-upsert flow
    
    Contact record match flow
    
    Campaigns
    
    Campaigns
    
    Campaign mapping flow
    
    Campaign name flow
    
    Campaign platform key flow
    
    Campaign post-upsert flow
    
    Campaign record match flow
    
    Donations
    
    Donations
    
    Donation mapping flow
    
    Donation platform key flow
    
    Donation post-upsert flow
    
    Donation record match flow
    
    Recurring Donations
    
    Recurring Donations
    
    Recurring mapping flow
    
    Recurring platform key flow
    
    Recurring post-upsert flow
    
    Recurring record match flow
  - Apex flow components
    
    Apex flow components
    
    Initialise campaign member statuses
    
    Create campaign members
    
    Create contact account affiliations
    
    NPSP soft creditor
    
    GAU campaign copy
    
    Deprecated flow components
- Nonprofit Cloud
  - Nonprofit Cloud
  - Overview
  - Settings
  - Fields and objects
  - Permission sets
  - Metadata reference
  - Flows
    
    Flows
    
    Accounts
    
    Accounts
    
    Account mapping flow
    
    Account platform key flow
    
    Account post-upsert flow
    
    Account record match flow
    
    Contacts
    
    Contacts
    
    Contact mapping flow
    
    Contact platform key flow
    
    Contact post-upsert flow
    
    Contact record match flow
    
    Campaigns
    
    Campaigns
    
    Campaign mapping flow
    
    Campaign name flow
    
    Campaign platform key flow
    
    Campaign post-upsert flow
    
    Campaign record match flow
    
    Donations
    
    Donations
    
    Donation mapping flow
    
    Donation platform key flow
    
    Donation post-upsert flow
    
    Donation record match flow
    
    Recurring donations
    
    Recurring donations
    
    Recurring mapping flow
    
    Recurring platform key flow
    
    Recurring post-upsert flow
    
    Recurring record match flow
    
    Catalog
    
    Catalog
    
    Catalog mapping flow
    
    Catalog name flow
    
    Catalog platform key flow
    
    Catalog post-upsert flow
    
    Catalog record match flow
    
    Orders
    
    Orders
    
    Order mapping flow
    
    Order platform key flow
    
    Order record match flow
    
    Order finaliser flow
    
    Order item mapping flow
    
    Order item platform key flow
    
    Order item record match flow
- Commerce
  - Commerce
  - Overview
  - Settings
  - Fields and objects
  - Permission sets
  - Metadata reference
  - Flows
    
    Flows
    
    Accounts
    
    Accounts
    
    Account details helper flow
    
    Account mapping flow
    
    Account platform key flow
    
    Account platform key helper flow
    
    Account post-upsert flow
    
    Account record match flow
    
    Contacts
    
    Contacts
    
    Contact details helper flow
    
    Contact mapping flow
    
    Contact platform key flow
    
    Contact platform key helper flow
    
    Contact post-upsert flow
    
    Contact record match flow
    
    Campaigns
    
    Campaigns
    
    Campaign mapping flow
    
    Campaign name flow
    
    Campaign platform key flow
    
    Campaign post-upsert flow
    
    Campaign record match flow
    
    Catalog
    
    Catalog
    
    Catalog mapping flow
    
    Catalog name flow
    
    Catalog platform key flow
    
    Catalog post-upsert flow
    
    Orders
    
    Orders
    
    Order mapping flow
    
    Order name flow
    
    Order platform key flow
    
    Order record match flow
    
    Order finaliser flow
    
    Order item mapping flow
    
    Order item platform key flow
    
    Order item record match flow
  - Apex flow components
    
    Apex flow components
    
    NPSP create campaign members proxy
    
    NPSP GAU campaign copy
    
    NPSP initialise campaign members proxy
Schemas
- Schemas
- Donation schema
  - Donation schema
  - Schema overview
  - Schema
  - Person
  - Organisation
  - Campaign
  - Donation
  - Recurring
  - Financial
  - Financial entry
  - Matched
  - Tribute
  - Address
  - Communication
  - Marketing
  - Question
  - Relationship
- Commerce schema
  - Commerce schema
  - Schema overview
  - Schema
  - Person
  - Organisation
  - Campaign
  - Catalog
  - Brand
  - Order
  - Order item
  - Address
  - Communication
  - Marketing
  - Question
  - Relationship
Commands and variables
Glossary