Get your MoveData integration up and running in 30-60 minutes. This guide walks you through a complete setup using Raisely as an example, but the process is similar for any platform.

Each step below includes the corresponding video timestamp.

What you will accomplish#

By completing this quickstart, you will have:

• MoveData installed and authorised in your Salesforce organisation
• A fundraising platform connected (using Raisely as the example)
• A live test donation flowing automatically into Salesforce
• A clear understanding of how MoveData transforms fundraising data into Salesforce records

Before you begin#

Total time required: 30-60 minutes

Prerequisites:

• Salesforce administrator permissions with either Nonprofit Success Pack (NPSP) or Nonprofit Cloud installed.
• A Raisely account (or access to your chosen fundraising platform). You can sign up for Raisely at admin.raisely.com/start.
• A payment gateway for testing (optional — required for some platforms like Raisely but not all). A Stripe test account works well if needed. You can sign up for Stripe at dashboard.stripe.com/register.

Step 1: Install MoveData#

Estimated time: 5-10 minutes | Video timestamp: 2:50

Install the MoveData managed package from the Salesforce AppExchange.

1. Visit the Salesforce AppExchange and search for "MoveData".
2. Click Get It Now and select your Salesforce environment.
3. Choose Install for Admins Only.
4. Click Install and grant access when prompted.
5. Wait 3-5 minutes for the installation to complete.

Success check:

• MoveData appears under Setup > Installed Packages.
• MoveData appears in the App Launcher.

For detailed instructions, see Installing MoveData.

Step 2: Complete the setup wizard#

Estimated time: 10-15 minutes | Video timestamp: 3:31

The setup wizard configures MoveData and authorises its connection to Salesforce.

1. Open the App Launcher (the nine-dot grid icon) and select MoveData. The setup wizard starts automatically.
2. Wait for automatic configuration to complete (approximately 2 minutes).
3. Click Authorise MoveData to grant OAuth permissions.
4. Review the permissions and click Allow in the popup window.
5. Return to Salesforce and click Next.

Install your extension:

1. Select the extension that matches your Salesforce setup:
   • NPSP: Install "NPSP Fundraising & Donations".
   • Nonprofit Cloud: Install "Nonprofit Cloud (Fundraising & Donations and Commerce)".
2. Click Install and wait for the installation to complete.
3. Click Finish when the extension is ready.

Success check:

• The wizard shows Successfully Authorised.
• Your extension appears in Setup > Installed Packages.

For detailed instructions, see Running the setup wizard.

Step 3: Configure duplicate rules#

Estimated time: 10-15 minutes | Video timestamp: 5:16

Modify the Salesforce duplicate rules so MoveData can handle matching records correctly.

1. Navigate to Setup > Duplicate Management > Duplicate Rules.
2. Open each rule (Contact, Account, and any others).
3. Change Operation on Create from "Alert" to Report.
4. Change Operation on Edit from "Alert" to Report.
5. Click Save on each rule.

Success check:

• Duplicate rules applying to the MoveData authorised user show Report for both create and edit operations.

For detailed instructions, see Duplicate rules.

Step 4: Create your integration#

Estimated time: 5-10 minutes | Video timestamp: 6:14

This step uses Raisely as the example platform. If you are connecting a different platform, select it from the New Integration dialogue and follow the relevant platform-specific guide.

Create the integration in MoveData:

1. In the MoveData app, click the Integrations tab.
2. Click New Integration.
3. Select Raisely from the platform list.
4. Enter a name for your integration and click Next.

Get your Raisely API key:

1. In Raisely, navigate to Settings > API & Webhooks.
2. Copy your API key.
3. Return to Salesforce and paste the API key into the integration settings.
4. Leave the processor options at their defaults for this quickstart.
5. Click Save.

Configure the Raisely webhook:

1. Copy the MoveData endpoint URL from your integration settings in Salesforce.
2. In Raisely, go to Settings > API & Webhooks.
3. In the Add a Webhook section, paste the MoveData endpoint URL.
4. Select the following events: Profile Created, Profile Updated, Profile Deleted, Donation Created, Donation Succeeded, Donation Updated, Donation Refunded, and Subscription Updated.
5. Click Add Webhook.

Set up a payment gateway in Raisely (if not already connected):

If your Raisely account already has a payment gateway connected, you can skip this step.

1. In Raisely, go to Settings > Payments and Receipts.
2. Connect Stripe (test mode is fine for this demonstration).

Success check:

• A skipped notification appears in the MoveData Notification List View. This is a test connection notification from Raisely and confirms the webhook is working.

Step 5: Process a test donation#

Estimated time: 5 minutes | Video timestamp: 8:47

Create a test fundraiser and donation to verify everything works end to end.

Create a fundraiser:

1. Navigate to your Raisely donation site.
2. Click Fundraise as an individual.
3. Set up a test fundraiser with a test name (for example, "Test Fundraiser").
4. Complete the fundraiser profile setup.

Make a test donation:

1. Navigate to the fundraiser's page.
2. Make a donation using test details:
   • Enter any amount (for example, $55).
   • Use the test card number: 4242 4242 4242 4242, any future expiry date, and CVC 123.
3. Complete the donation process.

Success check:

• The donation completes successfully on the Raisely site.
• Profile and donation notifications appear in the MoveData Notification List View.

Step 6: Verify results in Salesforce#

Estimated time: 5 minutes | Video timestamp: 10:52

Check that MoveData created the correct records in Salesforce.

Check notifications:

1. In the MoveData app, click the Notifications tab.
2. Confirm you can see notifications for profile creation (the fundraiser) and donation processing (the donor).
3. Verify both notifications show a status of Success.

Verify Salesforce records:

1. Open the Contact record for the donor and confirm the details are correct.
2. Open the Campaign record for the fundraiser's page and confirm it was created.
3. Open the Opportunity (NPSP) or Gift Transaction (Nonprofit Cloud) record for the donation and confirm:
   • The amount matches your test donation.
   • The record is linked to the correct donor contact.
   • The record is attributed to the fundraiser's campaign.

Success check:

• All notifications show Success status.
• Contact, Campaign, and Opportunity records exist in Salesforce with the correct data and relationships.

Congratulations#

You have successfully installed MoveData and processed your first live donation. Data is now flowing automatically from your fundraising platform into Salesforce.

What is next?#

Now that MoveData is running, here are your recommended next steps:

• Test additional scenarios — try different donation amounts, recurring donations, and refunds to see how MoveData handles them.
• Monitor notifications — check the Notifications tab regularly for any failed or skipped notifications.
• Connect other platforms — set up integrations with any additional fundraising platforms your organisation uses.
• Customise your configuration — explore Customising MoveData to add custom field mappings, business rules, and other tailored logic.
• Learn to troubleshoot — read Reading and understanding error messages so you are prepared if something goes wrong.

For a structured guide through all of these topics, see Your learning path.

Related articles#

• Your learning path
• Duplicate rules
• Setting up Raisely
• Reading and understanding error messages
• Key concepts and glossary
• Testing your integration
• How MoveData works