Setting up Charitable Giving
This guide walks you through connecting Charitable Giving to MoveData. This integration processes Excel donation reports and imports donation data into Salesforce.
| Field | Detail |
|---|---|
| Product | Charitable Giving |
| Method | Excel file processing (.xlsx) |
| Frequency | Manual upload |
Supported extensions#
This integration requires the Fundraising and Donations extension.
Supported file types#
Charitable Giving provides two report types — Options Payment Report and Payroll Giving Report — and both are supported through this single integration. These are the only file types supported for this integration.
Example Payroll Giving Report#
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 |
|---|---|---|
| AgencyName | Always "Charitable Giving" | Charitable Giving |
| PGA Donor Ref Number | Unique donor reference | 822165 |
| Employer Name | The employer processing the payroll donation | British Airways |
| Title | Donor title | Mr, Mrs, Ms, Dr, Mx |
| First Name | Donor first name | Sarah |
| Last Name | Donor last name | Williams |
| Address 1–3, Postcode | Donor address (may be blank) | 14 Chapel Grove, KT15 1UG |
| Donor Email | Donor email (may be blank) | sarah.williams@example.com |
| PFO | Payroll Fundraising Organisation | Hands On Payroll Giving |
| PFO Donor Reference Number | PFO-specific reference | HOPG180626 |
| Gross Donation | Pre-fee donation amount | 5.00 |
| Admin Charge | Agency administration fee | 0.23 |
| Net Donation | Amount after admin charge | 4.77 |
| Employer Matched Donation | Employer match amount (0 if none) | 4.00 |
| Total Donation to Charity | Net donation + employer match | 8.77 |
| Donor Preference Email/Post/Phone/SMS | Communication consent flags | Yes or blank |
Example Options Payment Report#
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 |
|---|---|---|
| Charity | Your charity name | Example Charity |
| Sort Code | Masked bank sort code | xxxx47 |
| AccountNo | Masked bank account number | xxxxxx95 |
| Employer | The employer or organisation | Globex Industries |
| DREF | Unique donor reference | 1153185 |
| Surname | Donor surname | Smith |
| Initial | Donor initial | J |
| prefix | Donor title | Mr, Mrs, Ms, Dr |
| Reference | Donation type | Regular Donation, One Off Donation |
| Donation | Donation amount | 15.00 |
| Address1–3, County, Post Code | Donor address (may be blank) | 14 Chapel Grove, Surrey, KT15 1UG |
| Date Processed | Processing date | 01/04/2025 |
Handling your Excel file#
Always upload the original file exactly as downloaded from Charitable Giving. Do not open or resave it in Microsoft Excel, Google Sheets, or Numbers. These applications silently reformat dates, strip leading zeros, and alter file encoding in ways that cause import failures.
If you need to inspect or edit specific values (for example, to correct a donor name), 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 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 report from Charitable Giving and upload it again.
Salesforce records created#
MoveData creates different Salesforce records depending on your data model.
| Charitable Giving data | Nonprofit Success Pack (NPSP) | Nonprofit Cloud |
|---|---|---|
| Donor | Contact | Person Account |
| Employer | Account | Account |
| Campaign | Campaign | Campaign |
| Donation | Opportunity | Gift Transaction |
| Recurring donation | Recurring Donation | Gift Commitment |
When payroll donations include employer matching, MoveData creates separate donation records for both the employee donation and the employer match — an Opportunity (NPSP) or Gift Transaction (Nonprofit Cloud) for each.
Before you begin#
- You need access to the MoveData app in Salesforce.
- You need a Charitable Giving account with access to export donation reports.
Setting up the integration#
Step 1: Export your donation report#
Log in to the Charitable Giving platform and export your donation report in Excel (.xlsx) format. Charitable Giving provides two report types:
- Options Payment Report — covers direct giving and options-based donations from individual and corporate donors.
- Payroll Giving Report — covers employee payroll-based donations with employer context.
Note
A single Charitable Giving integration in MoveData supports both Options Payment Report and Payroll Giving Report files. You do not need to create separate integrations for each report type.
Step 2: Open the Integrations tab#
In the MoveData app in Salesforce, click the Integrations tab in the navigation bar.
Step 3: Create a new integration#
Click New Integration and select Charitable Giving from the list of available platforms.
Step 4: Name your integration#
Enter a descriptive name for this integration (for example, "Charitable Giving - Workplace Donations") and click Save.
Step 5: Set the donation date#
Before uploading any file, set the Donation Date field. This tells MoveData which date to assign to the donations in the uploaded file.
Warning
You must check and set the Donation Date before every file upload. The Charitable Giving import file does not contain donation date information, so MoveData relies on the date you set here. If you do not update it, the previously used date will be applied to the new file's donations. The date format must be YYYY-MM-DD (for example, 2026-03-01).
Step 6: Upload your Excel file#
Click the Upload File button and select the .xlsx file you exported in Step 1. MoveData begins processing the file automatically.
Once the upload completes, you can monitor processing status from the Executions tab in MoveData.
Migrating historical data#
You can import historical donation data through the same file upload process. Export your past reports from Charitable Giving and upload each file using the Upload File button.
Troubleshooting#
Missing Donation Date
The Donation Date field was not set before upload. Set the Donation Date and upload the file again.
Invalid Date Format
The date was not entered as YYYY-MM-DD. Correct the format (for example, 2026-03-01) and try again.
Unsupported File Format
The uploaded file is not .xlsx. Go back to Charitable Giving and re-export the report as an .xlsx file. Do not convert files from other formats.
Missing Required Fields
The Excel file is missing expected column headers. Check that your export from Charitable Giving includes all standard columns. Re-export if needed.
Other resources#
- MoveData Charitable Giving Integration — overview of supported features and Salesforce record mapping
- Charitable Giving — the Charitable Giving platform for workplace and payroll giving
- Charity Reporting Portal — access monthly donation reports from Charitable Giving
- For Charities — information for charities receiving Charitable Giving donations
- HMRC Payroll Giving — UK government guidance on how payroll giving works and the tax relief donors receive
- HMRC Approved Payroll Giving Agencies — official list of approved agencies including Charitable Giving