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Getting started

Welcome to MoveData
How MoveData works
Key concepts and glossary
Your learning path
Quickstart guide
Installing MoveData
Running the setup wizard
Connecting your first integration
Testing your integration
What to expect after going live
Need help? MoveData onboarding services

Integrations

Overview
Raisely
- Setting up Raisely
- Troubleshooting
Enthuse
- Setting up Enthuse
- Troubleshooting
  - Platform key syntax
  - Missing Enthuse data
Funraisin
- Setting up Funraisin
- Troubleshooting
GiveEasy
- Setting up GiveEasy
- Troubleshooting
  - Platform key syntax
Grassrootz
- Setting up Grassrootz
- Troubleshooting
JustGiving
- Setting up JustGiving
- Troubleshooting
GoFundraise
- Setting up GoFundraise
- Troubleshooting
  - Platform key syntax
  - GoFundraise custom fields
GiveWP
- Setting up GiveWP
- Troubleshooting
  - Platform key syntax
TapRaise
- Setting up TapRaise
- Troubleshooting
  - Platform key syntax
Benevity
- Setting up Benevity
- Troubleshooting
  - Platform key syntax
Charitable Giving
- Setting up Charitable Giving
- Troubleshooting
  - Platform key syntax
CAF
- Setting up CAF
- Troubleshooting
  - Platform key syntax
Good2Give
- Setting up Good2Give
- Troubleshooting
  - Platform key syntax
Facebook
- Setting up Facebook
- Troubleshooting
  - Platform key syntax
Much Loved
- Setting up Much Loved
- Troubleshooting
  - Platform key syntax
PayPal Giving Fund
- Setting up PayPal Giving Fund
- Troubleshooting
  - Platform key syntax
Charities Trust
- Setting up Charities Trust
- Troubleshooting
  - Platform key syntax

Using MoveData

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

Customising MoveData

Customising MoveData
Ask MoveData AI
Writing extension flows
Business rules
Field mapping and data
Duplicate management
- Duplicate rules
- Advanced duplicate and matching rules
Advanced configuration
- Disable a phase
- Change the SObject type within a phase

Troubleshooting

Troubleshooting
Reading and understanding error messages
Contact MoveData support
Common issues
NPSP-specific issues
NPC-specific issues
- Nonprofit Cloud licensing requirements
- Soft credits
Commerce-specific issues
- A product with this SKU already exists
Connection and authentication
Technical issues

Administration

Administration
Architecture
Setup and configuration
Extensions
Pipelines
Map to existing records
Upgrading and maintenance

Reference

Reference
Extensions
- NPSP Fundraising and Donations
  - Overview
  - Settings
  - Fields and objects
  - Permission sets
  - Metadata reference
  - Flows
    
    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
    
    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
    
    Campaign mapping flow
    
    Campaign name flow
    
    Campaign platform key flow
    
    Campaign post-upsert flow
    
    Campaign record match flow
    
    Donations
    
    Donation mapping flow
    
    Donation platform key flow
    
    Donation post-upsert flow
    
    Donation record match flow
    
    Recurring Donations
    
    Recurring mapping flow
    
    Recurring platform key flow
    
    Recurring post-upsert flow
    
    Recurring record match flow
  - 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
  - Overview
  - Settings
  - Fields and objects
  - Permission sets
  - Metadata reference
  - Flows
    
    Accounts
    
    Account mapping flow
    
    Account platform key flow
    
    Account post-upsert flow
    
    Account record match flow
    
    Contacts
    
    Contact mapping flow
    
    Contact platform key flow
    
    Contact post-upsert flow
    
    Contact record match flow
    
    Campaigns
    
    Campaign mapping flow
    
    Campaign name flow
    
    Campaign platform key flow
    
    Campaign post-upsert flow
    
    Campaign record match flow
    
    Donations
    
    Donation mapping flow
    
    Donation platform key flow
    
    Donation post-upsert flow
    
    Donation record match flow
    
    Recurring donations
    
    Recurring mapping flow
    
    Recurring platform key flow
    
    Recurring post-upsert flow
    
    Recurring record match flow
    
    Catalog
    
    Catalog mapping flow
    
    Catalog name flow
    
    Catalog platform key flow
    
    Catalog post-upsert flow
    
    Catalog record match flow
    
    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
Schemas
- Donation schema
  - Schema overview
  - Schema
  - Person
  - Organisation
  - Campaign
  - Donation
  - Recurring
  - Financial
  - Financial entry
  - Matched
  - Tribute
  - Address
  - Communication
  - Marketing
  - Question
  - Relationship
- Commerce schema
  - Schema overview
  - Schema
  - Person
  - Organisation
  - Campaign
  - Catalog
  - Brand
  - Order
  - Order item
  - Address
  - Communication
  - Marketing
  - Question
  - Relationship
Commands and variables
Glossary

Release Notes

NPSP Fundraising and Donations release notes
Nonprofit Cloud release notes
Commerce release notes
MoveData package release notes

Account and legal

Account & Legal
Payment options
Sales tax
Legal
Security overview
Cyber security FAQ
Cloud Security Alliance assessment
Security questionnaire

Index

Index

Welcome to the Getting Started space.

Show docs for:

Home

Getting started

Welcome to MoveData How MoveData works Key concepts and glossary Your learning path Quickstart guide Installing MoveData Running the setup wizard Connecting your first integration Testing your integration What to expect after going live Need help? MoveData onboarding services

Integrations

Overview

Raisely

Setting up Raisely

Troubleshooting

Platform key syntax How to map Raisely campaigns into Salesforce Connect Raisely campaigns into Salesforce Sync campaign prior to first notification Donations on behalf of an organisation Different address on donation vs person Migrate recurring donations Missing contact last name Statuses for recurring donations Forgetting a person

Enthuse

Setting up Enthuse

Troubleshooting

Platform key syntax Missing Enthuse data

Funraisin

Setting up Funraisin

Troubleshooting

Platform key syntax Additional ticket holders Web forms Ticket refunds Missing $0 transactions Could not get participant record Could not match on raffle ticket option Missing records

GiveEasy

Setting up GiveEasy

Troubleshooting

Platform key syntax

Grassrootz

Setting up Grassrootz

Troubleshooting

Platform key syntax Foreign currency donations Fee information

JustGiving

Setting up JustGiving

Troubleshooting

Platform key syntax Enable or disable notification date filter Skipping different currencies Unable to connect to Data API

GoFundraise

Setting up GoFundraise

Troubleshooting

Platform key syntax GoFundraise custom fields

GiveWP

Setting up GiveWP

Troubleshooting

Platform key syntax

TapRaise

Setting up TapRaise

Troubleshooting

Platform key syntax

Benevity

Setting up Benevity

Troubleshooting

Platform key syntax

Charitable Giving

Setting up Charitable Giving

Troubleshooting

Platform key syntax

CAF

Troubleshooting

Platform key syntax

Good2Give

Setting up Good2Give

Troubleshooting

Platform key syntax

Facebook

Setting up Facebook

Troubleshooting

Platform key syntax

Much Loved

Setting up Much Loved

Troubleshooting

Platform key syntax

PayPal Giving Fund

Setting up PayPal Giving Fund

Troubleshooting

Platform key syntax

Charities Trust

Setting up Charities Trust

Troubleshooting

Platform key syntax

Using MoveData

Using MoveData

The MoveData app in Salesforce

Navigating the app Understanding notifications How to reprocess failed notifications Understanding notification frequency and caching Viewing execution logs Viewing polling attempts

Managing MoveData

Managing MoveData settings Data imports

Understanding your data

How donations are processed How commerce and tickets are processed How soft credits work Campaign attribution Recurring donations Your data in NPSP Your data in Nonprofit Cloud Your data with Commerce

Customising MoveData

Customising MoveData Ask MoveData AI Writing extension flows

Business rules

Conditional rules based on source platform Select a different campaign Store platform data on Salesforce records Set different record types Inherit values between records Not process certain information Update records after save Use Salesforce formulas in flows

Field mapping and data

How to include or exclude fee covered from amount How to process or ignore address information How to process or ignore campaign members How to process or ignore offline donations How to set state and country codes

Duplicate management

Duplicate rules Advanced duplicate and matching rules

Advanced configuration

Disable a phase Change the SObject type within a phase

Troubleshooting

Troubleshooting Reading and understanding error messages Contact MoveData support

Common issues

Unable to lock row Understanding unhandled flow faults Campaign hierarchy levels Protect campaign parent Protect campaign name Lead matching

NPSP-specific issues

Campaign member status errors Campaign End Date validation Organisation Accounts as Anonymous Households Can't change Household Account on Recurring Donation Contact Issue on Recurring Donation Fundraising & Donations extension (pre-1.81)

NPC-specific issues

Nonprofit Cloud licensing requirements Soft credits

Commerce-specific issues

A product with this SKU already exists

Connection and authentication

Authorising after Salesforce domain name change Salesforce Connected App usage restrictions Whitelisting MoveData APIs

Technical issues

Apex CPU time limit exceeded Too many SOQL queries Too many SOQL queries (DLRS) Run post-processing asynchronously Make HTTP callouts in flows

Administration

Administration

Architecture

Architecture overview Architecture 101 Platform architecture Salesforce architecture

Setup and configuration

MoveData settings Permission sets The MoveData authorised user Salesforce Integration User Licence Change the authorised user Setting up in a sandbox

Extensions

Understanding extensions NPSP Fundraising and Donations extension Nonprofit Cloud extension Commerce extension

Pipelines

Pipeline overview Donation pipeline Commerce pipeline Single-step pipeline mode

Map to existing records

Platform key syntax Map to existing records: NPSP Map to existing records: NPC

Upgrading and maintenance

Upgrading MoveData Uninstalling MoveData MoveData app (pre-1.167)

Reference

Reference

Extensions

NPSP Fundraising and Donations

Overview Settings Fields and objects Permission sets Metadata reference

Flows

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

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

Campaign mapping flow Campaign name flow Campaign platform key flow Campaign post-upsert flow Campaign record match flow

Donations

Donation mapping flow Donation platform key flow Donation post-upsert flow Donation record match flow

Recurring Donations

Recurring mapping flow Recurring platform key flow Recurring post-upsert flow Recurring record match flow

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

Overview Settings Fields and objects Permission sets Metadata reference

Flows

Accounts

Account mapping flow Account platform key flow Account post-upsert flow Account record match flow

Contacts

Contact mapping flow Contact platform key flow Contact post-upsert flow Contact record match flow

Campaigns

Campaign mapping flow Campaign name flow Campaign platform key flow Campaign post-upsert flow Campaign record match flow

Donations

Donation mapping flow Donation platform key flow Donation post-upsert flow Donation record match flow

Recurring donations

Recurring mapping flow Recurring platform key flow Recurring post-upsert flow Recurring record match flow

Catalog

Catalog mapping flow Catalog name flow Catalog platform key flow Catalog post-upsert flow Catalog record match flow

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

Overview Settings Fields and objects Permission sets Metadata reference

Flows

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

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

Campaign mapping flow Campaign name flow Campaign platform key flow Campaign post-upsert flow Campaign record match flow

Catalog

Catalog mapping flow Catalog name flow Catalog platform key flow Catalog post-upsert flow

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

NPSP create campaign members proxy NPSP GAU campaign copy NPSP initialise campaign members proxy

Schemas

Donation schema

Schema overview Schema Person Organisation Campaign Donation Recurring Financial Financial entry Matched Tribute Address Communication Marketing Question Relationship

Commerce schema

Schema overview Schema Person Organisation Campaign Catalog Brand Order Order item Address Communication Marketing Question Relationship

Commands and variables

Flow command reference Flow variable reference Pipeline context variables reference

Glossary

Release Notes

NPSP Fundraising and Donations release notes Nonprofit Cloud release notes Commerce release notes MoveData package release notes

Account and legal

Account & Legal Payment options Sales tax Legal Security overview Cyber security FAQ Cloud Security Alliance assessment Security questionnaire

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