PayPal Giving Fund
CSV Import
Click "New Integration" from the integrations screen to setup your PayPal Giving Fund integration.
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
Where PayPal Giving Fund has not provided personal information for donations MoveData will match respective opportunity records against the anonymous contact configured in Settings.
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:Interval | Contents | Consolidated 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 |
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:
Setting | Value | Description | Campaign 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 |
PayPal Giving Fund uses the Fundraising & Donations Extension
Last modified 10mo ago