Charitable Giving Platform Key Syntax
Identifiers use the prefix cg:
The Charitable Giving integration processes donations from two sources: Payroll Report (payroll giving) and Options Report (direct giving and options-based donations). MoveData uses the platform code cg. Key formats differ by source.
Payroll Giving#
| NPSP Object | NPC Object | Identifier | Example | Platform Key Value |
|---|---|---|---|---|
| Contact | Person Account | PGA Donor Ref No | 889710 |
cg:889710 |
| Account (Employer) | Account (Employer) | Employer Name (slug) | wayneenterprises |
cg:wayneenterprises |
| Campaign (top-level) | Campaign (top-level) | — | — | cg:cg |
| Campaign (Employer records) | Campaign (Employer records) | Employer Name (slug) | wayneenterprises |
cg:wayneenterprises |
| Recurring Donation | Gift Commitment | PGA Donor Ref No | 889710 |
cg:889710 |
| Opportunity | Gift Transaction | Date:DonorRef:Sequence | 2026-03-27:889710:1 |
cg:2026-03-27:889710:1 |
| Opportunity (Matched Gift) | Gift Transaction (Matched Gift) | Date:DonorRef:Sequence:match | 2026-03-27:460738:1:match |
cg:2026-03-27:460738:1:match |
Payroll contacts#
Contacts are identified by the PGA Donor Reference Number (e.g., cg:889710).
Payroll accounts (employers)#
Accounts are keyed by a slugified version of the employer name (e.g., cg:wayneenterprises).
Payroll campaign hierarchy#
Campaigns use a two-level structure. All donations are grouped under a generic Charitable Giving campaign (cg:cg). Each employer becomes a fundraiser campaign underneath, keyed by the same slugified employer name as the Account (e.g., cg:wayneenterprises).
Payroll recurring donations#
Recurring donations use the same key as the donor's PGA Donor Reference Number (e.g., cg:889710).
Payroll donations#
Donations use a composite key of Date:DonorRef:Sequence (e.g., cg:2026-03-27:889710:1). The sequence starts at 1 and increments for each extra donation from the same donor on the same date.
Payroll matched gifts#
When an employer matches donations, MoveData creates a separate matched gift Donation. The key appends :match to the donation key (e.g., cg:2026-03-27:460738:1:match).
Options Payment Report#
| NPSP Object | NPC Object | Identifier | Example | Platform Key Value |
|---|---|---|---|---|
| Contact | Person Account | DREF | 892090 |
cg:892090 |
| Account (Employer) | Account (Employer) | Employer Name (slug) | pinnaclefinancial |
cg:pinnaclefinancial |
| Campaign (top-level) | Campaign (top-level) | — | — | cg:cg |
| Recurring Donation | Gift Commitment | DREF | 892090 |
cg:892090 |
| Opportunity | Gift Transaction | DREF:DateProcessed | 892090:20250403 |
cg:892090:20250403 |
Options contacts#
Contacts are identified by the DREF (Donor Reference) from the Options Report (e.g., cg:892090).
Options accounts (employers)#
Accounts are keyed by a slugified version of the employer name (e.g., cg:pinnaclefinancial).
Options campaign hierarchy#
Campaigns use a single-level structure. All donations are grouped under the generic Charitable Giving campaign (cg:cg). Unlike Payroll, MoveData does not create an employer campaign tier.
Options recurring donations#
MoveData creates recurring donations when the donation type is "Regular Donation". The key uses the same DREF as the Contact (e.g., cg:892090).
Options donations#
Donations are keyed by a composite of DREF:DateProcessed in YYYYMMDD format (e.g., cg:892090:20250403).