MoveData is a Salesforce AppExchange managed package that automatically syncs data from your fundraising platforms into Salesforce. It eliminates manual data entry so your team can focus on what matters most: your mission. MoveData is purpose-built for nonprofits and works with both NPSP and Nonprofit Cloud.

What MoveData handles#

MoveData processes a wide range of fundraising and supporter data, including:

• Donations — one-time gifts, recurring donations, pledges, matched gifts, and tributes
• Campaigns — fundraising campaigns, peer-to-peer pages, team fundraising, and appeals
• Recurring giving — subscription management, payment updates, and instalment tracking
• Commerce and events — ticket sales, merchandise purchases, event registrations, and product orders
• Supporter data — contact details, profile updates, and preference changes
• Soft credits — third-party and organisational gift attribution

How data gets into Salesforce#

MoveData supports several integration methods to suit different fundraising platforms:

• Real-time (API and webhooks) — platforms like Raisely, Grassrootz, and GiveEasy push data to MoveData instantly as transactions occur. Your Salesforce data stays up to date in real time.
• Scheduled polling — platforms like JustGiving provide data through APIs that MoveData checks for new data at regular intervals (for example, every 12 hours).
• File upload (CSV and Excel) — platforms like Benevity and Charitable Giving provide data as downloadable files. You upload these files to MoveData, which processes them into Salesforce in bulk.

Where to start#

Choose the path that best matches your situation:

How this knowledge base is structured#

Role tabs#

At the top of the site, you will see three tabs: Users, Admins, and Developers. These control which content is visible in the sidebar:

• Users — shows content relevant to day-to-day users who monitor data flow, check notifications, and manage integrations.
• Admins — shows everything in Users, plus content for Salesforce administrators who configure business rules, duplicate management, and troubleshoot errors.
• Developers — shows everything, including technical reference documentation for extensions, schemas, flows, and pipeline architecture.

Select the tab that matches your role. Your selection is remembered across sessions.

Sidebar sections#

The left sidebar organises the knowledge base into the following sections:

• Getting Started — installation, the setup wizard, quickstart guide, and onboarding. Start here if you are new.
• Integrations — setup guides and troubleshooting for every supported fundraising platform (Raisely, JustGiving, Grassrootz, Benevity, and more).
• Using MoveData — day-to-day operations: understanding notifications, viewing execution logs, managing settings, and how your data is processed.
• Customising MoveData — business rules, field mapping, duplicate management, campaign configuration, and advanced settings for tailoring MoveData to your organisation.
• Troubleshooting — error message guides, common Salesforce errors, NPSP and Nonprofit Cloud specific issues, and connection problems.
• Administration — architecture, pipelines, extensions, setup and configuration, and upgrade guides for technical administrators.
• Reference — detailed technical documentation for extension flows, schemas, and commands. This is lookup material, not learning material.
• Release Notes — version history for the MoveData package and each extension.
• Account, Legal & Security — billing, payment options, legal documentation, and security compliance.

Ask MoveData AI#

You can use the Ask MoveData AI button (bottom-right corner of every page) at any time to get help. The AI assistant can:

• Answer questions — get accurate, comprehensive summaries on anything in this knowledge base.
• Help with customisations — receive guidance on how to implement custom business rules, field mappings, and Salesforce Flows within MoveData. The AI understands MoveData's architecture and Salesforce Flow design patterns.
• Debug notifications — paste in details from a failed notification and receive a detailed review of what went wrong and how to fix it.

The AI assistant is trained on the full MoveData knowledge base and is a great tool for getting fast, detailed answers without searching through articles manually.

Related articles#

• How MoveData works
• Key concepts and glossary
• Quickstart guide
• Your MoveData learning path
• Installing MoveData
• Need help? MoveData onboarding services