MoveData connects your fundraising platforms to Salesforce automatically. There is a lot to learn, but you do not need to learn it all at once. This guide breaks your journey into four phases so you can build confidence step by step.

How to use this guide#

Work through each phase in order. Each phase builds on the one before it, so skipping ahead may leave gaps. Time estimates assume you are new to MoveData but familiar with basic Salesforce navigation.

Phase 1: Understand the basics#

Estimated time: 30 minutes

Before installing anything, take a few minutes to understand how MoveData works and learn the key terminology.

• Read How MoveData works to understand the data flow from fundraising platforms into Salesforce.
• Review Key concepts and glossary so terms like "notification", "execution log", and "extension" make sense as you progress.
• If you are new to Salesforce, complete these Trailhead modules first:
  • Getting started with Salesforce Trailhead — covers the basics of the platform.
  • Navigating Salesforce Lightning — shows you how to find your way around the interface.

Phase 2: Install and configure#

Estimated time: 45-60 minutes

With the basics covered, install MoveData and run through the initial configuration.

• Follow Installing MoveData to add the managed package to your Salesforce org.
• Complete Running the setup wizard to authorise MoveData, install extensions, and configure core settings.
• Configure your Duplicate rules so MoveData can handle matching records correctly when processing data into Salesforce.
• Work through the Quickstart guide to see a full end-to-end setup with a live example.

Phase 3: Connect your platforms#

Estimated time: 15-30 minutes per platform

Now connect the fundraising platforms your organisation uses.

• Start with Connecting your first integration for general guidance on creating integrations.
• Then follow the platform-specific setup guide for each platform you use:
  • Setting up Raisely
  • Setting up Benevity
  • Setting up Charitable Giving
  • Setting up JustGiving
  • Setting up Funraisin
  • Setting up GiveEasy
  • Setting up Grassrootz
  • Setting up Enthuse
  • View all supported integrations

After connecting your platforms, verify everything works before going live:

• Follow the Testing your integration checklist to verify data flows correctly in your sandbox.
• Read What to expect after going live so you know what normal production activity looks like.

Phase 4: Customise and extend#

Estimated time: Ongoing

Once your integrations are running, tailor MoveData to fit your organisation's workflows.

• Read Customising MoveData for an introduction to the available customisation options.

Where to go based on your role#

Different roles need different depths of knowledge. Use these recommendations to focus your learning.

Nonprofit administrator#

You manage day-to-day operations and need to monitor data flowing into Salesforce.

• Complete phases 1 and 2 fully.
• In phase 3, focus on the platforms your organisation uses.
• In phase 4, learn about Reading and understanding error messages so you can resolve common issues.

Salesforce administrator#

You configure Salesforce and manage integrations at a technical level.

• Complete all four phases.
• Pay special attention to duplicate rules, field mappings, and business rules in phase 4.
• Read Architecture overview for a deeper understanding of how MoveData processes data.

Developer#

You build custom solutions on top of the Salesforce platform.

• Complete phases 1 and 2 for context.
• Read the Architecture overview to understand MoveData's processing pipeline.
• Explore the business rules and Flow integration options in phase 4.

Related articles#

• Quickstart guide
• Key concepts and glossary
• How MoveData works
• Reading and understanding error messages
• Testing your integration
• What to expect after going live
• Need help? MoveData onboarding services