Raisely

Frequency

Real time

Default Fields

See Data Library

Setup

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

  • Enter your Raisely API Key (navigate to any campaign and click Settings --> API & Webhooks)

  • MoveData will create a URL for your Raisely integration

  • Enter the URL into the campaign you wish to connect (under API & Webhooks --> Add New Webhook)

  • Subscribe to the following events: Donation (Succeeded, Updated, Refunded), Profile (Created, Updated), Subscription (Updated)

    • If you use Ticket Sales, and have enabled the Commerce Extensions in MoveData (link), also subscribe to Order (Succeeded)

You must enter the MoveData URL and Webhook Events for each Raisely campaign you wish to connect into Salesforce

Notes

The following can be configured as custom fields within Raisely and will automatically produce the following in Salesforce:

Field IDField TypeFunction

address

Address Lookup

Sets address value on Contact record

phone

Phone Number

Sets phone number value on Contact record

salutation

Select Items

Sets salutation value on Contact record

company

Text

Creates Organisation Account for the company entered and establishes Organisation Affiliation between Contact and Organisation Account

birthday

Date

Sets birthdate value on Contact record

Batch Data Import

MoveData will only start processing information from the point in time your Raisely integration is connected. Contact MoveData to organise batch import of historical Raisely data into Salesforce.

Customisation

See Customisation

Map to Existing Salesforce Records

See Map to Existing Salesforce Records

MoveData Extension

Raisely uses the Fundraising & Donations Extension

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