Good2Give

Frequency

CSV Import

Default Fields

See Data Library

Setup

Click "New Integration" from the integrations screen to setup your Good2Give integration.

Import CSV

Find your Good2Give integration from the integrations screen and click "Upload CSV File". Here you can select the CSV file you wish to import and click "Upload".

  • Do not modify files prior to uploading - MoveData only supports the file structure as directly exported from Good2Give

  • Upload files singularly - wait for your file to finish importing before starting a new import

Notes

Campaign Structure

MoveData allows you to configure your Good2Give campaign structure:

Employer CampaignsCharity Project CampaignsCommentExample Hierarchy

False

False

Donations are allocated against a Good2Give campaign

  • Good2Give

True

False

Donations are allocated against their matching employer campaign

  • Good2Give

    • Google

False

True

Donations are allocated against their matching charity project campaign

  • Good2Give

    • My Charity Project

True

True

Donations are allocated against their matching employer and charity project campaign

  • Good2Give

    • Google

      • My Charity Project

Matched Gifts

Good2Give does not explicitly link employee donations and employer matched gifts. MoveData employs fuzzy logic to determine matched gifts where an employee contact appears alongside both Workplace Giving and Employee Matching donations of the same amount and within the same file. Where a matched gift is identified MoveData will create an opportunity contact role of Soft Credit for the employee contact on the employer donation, and set Matching Gift Status to Received and Matching Gift Employer and Matching Gift Account to the Employer Account.

Customisation

See Customisation

Map to Existing Salesforce Records

See Map to Existing Salesforce Records

MoveData Extension

Good2Give uses the Fundraising & Donations Extension

PreviousFunraisin'NextGrassrootz

Last updated