Now that MoveData is installed in your Salesforce org, the next step is to connect a fundraising platform. This article walks you through the general process for creating your first integration. Each platform has its own detailed setup guide, but the steps below apply to all of them.

Before you begin#

• You need access to the MoveData app in Salesforce.
• You need administrator access to your fundraising platform.
• You should have your platform's API key or login credentials ready (for API integrations).
• You should have a CSV or Excel export ready (for file-based integrations).
• You should have completed the setup wizard, including installing at least one extension.
• You should have configured duplicate rules to use "Report" instead of "Alert".

Understanding integration types#

MoveData supports two integration methods. The method depends on the fundraising platform you are connecting.

API integrations#

API integrations connect MoveData directly to your fundraising platform. Data flows automatically via webhooks or scheduled polling. You will need an API key from your platform to complete the connection.

File-based integrations#

File-based integrations use CSV or Excel file uploads. You download a report from your platform, then upload it to MoveData manually. This method suits platforms that do not offer direct API access.

Step 1: Open the Integrations tab#

In Salesforce, click the App Launcher (the nine-dot grid icon) and search for MoveData. Open the MoveData app and click the Integrations tab.

Step 2: Click New Integration#

Click the New Integration button. MoveData displays a list of available platforms.

Step 3: Select your platform#

Choose your fundraising platform from the list. MoveData will guide you through the platform-specific connection steps.

Step 4: Follow the platform-specific setup guide#

Each platform requires slightly different configuration. Use the table below to find the detailed setup guide for your platform.

Supported platforms#

What happens next#

Once the integration is connected, MoveData begins receiving data from your platform. How quickly notifications appear depends on the integration method:

• Webhook integrations (e.g., Raisely, Grassrootz) — notifications appear within minutes, provided a webhook event is triggered on the platform during that time.
• Polling integrations (e.g., JustGiving) — MoveData checks for new data on a schedule determined by MoveData in consultation with each fundraising platform. This schedule reflects best practice for the platform being integrated. Records appear within minutes of the next polling cycle.
• File-based integrations (e.g., Benevity) — notifications appear after you upload a file.

Before going live in production, we recommend testing your integration thoroughly.

Related articles#

• Welcome to MoveData
• Testing your integration
• What to expect after going live
• Reading and understanding error messages
• Need help? MoveData onboarding services
• Installing MoveData
• Running the setup wizard
• Key concepts and glossary
• Duplicate rules
• Quickstart guide