PayPal Giving Fund

Frequency

CSV Import

Default Fields

See Data Library

Setup

Click "New Integration" from the integrations screen to setup your PayPal Giving Fund integration.

Import CSV

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

  • You must upload PayPal Giving Fund Payout files - PayPal Giving Fund Activity files are not supported

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

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

Notes

Anonymous Contacts

Where PayPal Giving Fund has not provided personal information for donations MoveData will match respective opportunity records against the anonymous contact configured in Settings.

Consolidate Anonymous Donations

Consolidation only occurs against anonymous donations - any donations which are not anonymous will be processed into Salesforce in the usual manner

MoveData allows you to consolidate multiple donations made by anonymous contacts. This is to preserve storage limits in Salesforce. Consolidation can be set to Off, Monthly or Daily and will consolidate per campaign, per interval as the following example demonstrates:

IntervalContentsConsolidated in Salesforce

Jan

10 x $1 anonymous donations

1 x $10 opportunity dated 1-Jan

Feb

20 x $2 anonymous donations

1 x $40 opportunity dated 1-Feb

​Campaign Hierarchy

MoveData creates the following campaign hierarchy:

  • PayPal Giving Fund: PayPal

  • PayPal Giving Fund: Facebook

  • PayPal Giving Fund: GoFundMe

Additionally you can configure MoveData to process additional levels of detail into the campaign hierarchy:

SettingValueDescriptionCampaign Hierarchy

Create PayPal Campaigns

False

PayPal Giving Fund: PayPal

Create PayPal Campaigns

True

Creates campaigns to represent source PayPal records

PayPal Giving Fund: PayPal - Mobile App Donations

Create Fundraiser Campaigns

False

PayPal Giving Fund: Facebook

Create Fundraiser Campaigns

True

Creates campaigns to represent fundraiser records

PayPal Giving Fund: Facebook - Tom's Birthday Fundraiser

Customisation

See Customisation

MoveData Extension

PayPal Giving Fund uses the Fundraising & Donations Extension

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