MoveData onboarding services
You are welcome to set up MoveData yourself using the guides in this knowledge base, with your Salesforce administrator, or with a Salesforce partner. However, MoveData handles most setups directly, drawing on deep familiarity with both the MoveData application and Salesforce.
If you would prefer expert help, MoveData offers an onboarding service that manages the entire process for you. The service is designed to get you live quickly and confidently.
How onboarding works#
MoveData onboarding follows a two-step process. Every client is paired with a technical account manager who guides the process from start to finish.
Step 1: Review#
MoveData connects your fundraising platforms to a Salesforce sandbox environment. When activities occur on those platforms, MoveData receives the data and uses it to create or update the relevant records in Salesforce.
For example, a donation on your fundraising platform becomes:
- A Contact (NPSP) or Person Account (Nonprofit Cloud) record for the donor.
- An Opportunity (NPSP) or Gift Transaction (Nonprofit Cloud) record for the donation.
- A Campaign record for the fundraising page.
With the integration running in your sandbox, MoveData reviews your Salesforce org and source platforms to identify:
- Custom fields on standard objects that need to be populated.
- Custom objects that your organisation uses.
- Business rules specific to your fundraising operations.
- Third-party apps installed in your Salesforce org that may need to be accommodated.
MoveData compiles a review document (typically a Google Sheets template) listing every customisation identified, along with recommendations based on best practices from hundreds of implementations.
You review this document and confirm which customisations you need.
Note
The review phase is provided at no cost. MoveData wants to ensure the solution fits your needs before any implementation begins.
Statement of Work#
At the conclusion of the review phase, MoveData provides a Statement of Work (SOW). This document contains the exact requirements to be implemented, a statement of effort, and any associated budget. The SOW is sent to you for e-signature. MoveData does not commence development work until the SOW is signed.
Step 2: Implementation#
Once you sign the Statement of Work, MoveData builds the solution. This includes:
- Building custom Salesforce Flows for your business rules. Flows are chosen because they are highly maintainable and easy for your Salesforce administrator or partner to manage in the future. MoveData supports both NPSP and Nonprofit Cloud data models, and the onboarding team configures flows for whichever model your organisation uses.
- Running internal testing to verify data accuracy.
- Supporting your acceptance testing in the sandbox.
- Deploying the solution to production via change sets.
A setup fee applies to implementation, based on the volume of work identified during the review phase. Most customers require between one and two days of implementation effort; however, this varies depending on the complexity of your requirements and the number of integrations you need to connect. Simpler setups may take less, while organisations with multiple platforms or complex business rules may require more.
For pricing details, see the MoveData Professional Services page, which provides hourly rate information.
Note
MoveData is free to use in sandbox environments. Subscription billing begins when MoveData commences development services as identified in the review phase and outlined in the Statement of Work.
Timeline#
The onboarding process typically takes 2 to 4 weeks:
| Phase | Duration |
|---|---|
| Step 1: Review | 1–2 weeks |
| Step 2: Implementation | 1–2 weeks |
Timelines may vary depending on the complexity of your requirements and the number of integrations.
Note
The actual implementation effort is typically 1 to 2 days. The extended timeline accounts for scheduling meetings, granting access, and exchanging feedback.
Your involvement#
MoveData handles the technical work, but the process works best when you participate at key moments:
- Provide access — grant MoveData access to your Salesforce sandbox and fundraising platforms as needed.
- Review and approve the review document — confirm the recommendations match your expectations.
- Sign the Statement of Work — approve the scope, effort, and budget before development begins.
- Perform acceptance testing — test the solution in your sandbox to verify it meets your requirements.
What happens after go-live#
Once your integration is live in production, MoveData continues to support you:
- Ongoing monitoring — MoveData monitors support tickets Monday to Friday, 8 am to 11 pm AEST.
- Support — submit support requests by emailing support@movedata.io or using the chat widget on this site.
- Data imports — if you need to bring historical data into Salesforce, see Data Imports or contact support@movedata.io.
What customers say#
MoveData has a strong track record of successful implementations. Read reviews from other nonprofits on the Salesforce AppExchange listing.
Self-service setup#
If you prefer to set up MoveData without the managed onboarding service, the following resources will guide you:
- Quickstart guide — install MoveData and connect your first integration in 30–60 minutes.
- Running the setup wizard — step-by-step guide to the initial configuration wizard.
- Connecting your first integration — general guidance on creating integrations.
Get in touch#
To start the onboarding process, reach out to your MoveData technical account manager. If you do not have one yet, get in touch using the chat widget on this site or email support@movedata.io. An account manager will be assigned once you reach out.
Your account manager will schedule an initial call to understand your requirements and begin the review phase.