Setting up Benevity
This guide walks you through connecting Benevity to MoveData. This integration processes CSV disbursement reports and imports donation data into Salesforce.
| Field | Detail |
|---|---|
| Product | Benevity |
| Method | CSV file processing |
| Frequency | Manual upload |
Supported extensions#
This integration requires the Fundraising and Donations extension.
Supported file types#
MoveData supports the disbursement report from Benevity. This is the only file type supported for this integration. You can export disbursement reports from the Benevity Causes Portal.
Example disbursement file#
The table below describes the columns you will find in each row. You can download an example file to use as a test upload.
| Column | Description | Example |
|---|---|---|
| Company | Employer name | Acme Corp |
| Project | Benevity project or designation | Community Support Programme |
| Donation Date | Date and time of the donation | 2024-12-03T12:25:03Z |
| Donor First Name / Last Name | Donor name ("Not shared by donor" if anonymous) | Sarah, Williams |
| Donor email ("Not shared by donor" if anonymous) | s.williams@acmecorp.com |
|
| Address, City, State/Province, Postal Code | Donor address ("Not shared by donor" if anonymous) | 12 Elm Street, Bromley, Kent, BR6 0BH |
| Activity | Sub-campaign name (may be blank) | Community Fundraiser |
| Comment | Donor comment (may be blank) | Free text |
| Transaction ID | Unique transaction identifier | 61U7SRG4XK |
| Donation Frequency | One-time or recurring | One Time, Unspecified |
| Currency | Three-letter currency code | GBP |
| Project Remote ID | Remote project reference (may be blank) | Community Support 1888218 - FN00180 |
| Source | Donation source channel | My Rewards, BlueSnap, Donation |
| Reason | Donation reason | User Donation, Match |
| Total Donation to be Acknowledged | Employee donation amount | 15.00 |
| Match Amount | Employer match amount (0 if none) | 100.00 |
| Cause Support Fee | Platform fee | 8.28 |
| Merchant Fee | Payment processing fee | 2.50 |
| Fee Comment | Fee notes (may be blank) | Free text |
Handling your CSV file#
Always upload the original file exactly as downloaded from Benevity. Do not open or resave it in Microsoft Excel, Google Sheets, or Numbers. These applications silently reformat dates, strip leading zeros, and alter CSV encoding in ways that cause import failures.
If you need to inspect or edit specific values (for example, to adjust a currency code), use a plain text editor such as Sublime Text, Notepad++, or VS Code. Do not alter column headers, delimiters, or file encoding. Any modifications to the disbursement file are at your own risk.
Date formatting errors are the most common cause of failed imports. If MoveData reports date errors after upload, the file has almost certainly been opened in a spreadsheet application. Re-export the original file from Benevity and upload it again.
Salesforce records created#
MoveData creates different Salesforce records depending on your data model.
| Benevity data | Nonprofit Success Pack (NPSP) | Nonprofit Cloud |
|---|---|---|
| Donor | Contact | Person Account |
| Employer / Company | Account | Account |
| Benevity campaign | Campaign (with hierarchy) | Campaign (with hierarchy) |
| Employee donation | Opportunity | Gift Transaction |
| Employer match | Opportunity | Gift Transaction |
| Recurring donation | Recurring Donation | Gift Commitment |
Before you begin#
- You need access to the MoveData app in Salesforce.
- You need a disbursement report exported from Benevity in CSV format. Contact your Benevity administrator to obtain this file.
Setting up the integration#
Step 1: Export your disbursement report#
Contact your Benevity administrator to export a disbursement report in CSV format.
Step 2: Open the integrations tab#
In MoveData, click the Integrations tab from the main navigation.
Step 3: Create a new integration#
Click New Integration to open the integration selector.
Step 4: Select Benevity#
Choose Benevity from the list of available integrations.
Step 5: Name your integration#
Enter a descriptive name for your integration. This helps you identify it later, especially if you manage multiple Benevity uploads.
Step 6: Save the integration#
Click Save to create the integration record.
Step 7: Upload your CSV file#
Click the Upload File button and select your Benevity disbursement CSV file. MoveData processes the file automatically after upload.
After uploading, check the Notifications tab or Executions tab in MoveData to monitor processing status.
Success
MoveData uses Salesforce Flows for processing, so you can extend the integration with custom field mapping, custom object creation, or business rules through your own Flows.
How campaigns are organised#
MoveData creates a campaign hierarchy (a structured grouping of campaigns) from your Benevity data:
- Top-level campaign: MoveData creates a campaign named "Benevity" automatically.
- Activity-level campaigns: When the Activity field contains a value, MoveData creates a sub-campaign using that value as the name.
How employer matching works#
A single row in your CSV can generate both an employee donation and an employer match:
- Employee donation is created when Total Donation to be Acknowledged is greater than zero.
- Employer match is created when Match Amount is greater than zero. This creates a separate Opportunity (NPSP) or Gift Transaction (Nonprofit Cloud) record linked to the employer.
MoveData uses the Transaction ID as the unique key for employee donations.
For employer matches, it appends _matched to the Transaction ID (e.g., TXN123_matched).
Migrating historical data#
You can import historical donation data through the same file upload process. Export your past disbursement reports from Benevity and upload each CSV file using the Upload File button.
Other resources#
- MoveData Benevity Integration — overview of supported features and Salesforce record mapping
- Benevity — Benevity's main website for nonprofits and employers
- Benevity Causes Portal — charity portal for managing disbursements and reports
- Benevity Causes Help Centre — support documentation for nonprofits using Benevity
- Understanding Donor Reports — how to read and interpret Benevity disbursement reports
- Where Do I Find My Reports? — locating reports in the Benevity Causes Portal
- MoveData Support — for setup assistance and technical support