Setting up Charities Trust
This guide walks you through connecting Charities Trust to MoveData. This integration processes CSV donation reports and imports donation data into Salesforce.
| Field | Detail |
|---|---|
| Product | Charities Trust |
| Method | CSV file processing |
| Frequency | Manual upload |
Supported extensions#
This integration requires the Fundraising and Donations extension.
Supported file types#
Charities Trust provides two report types — Other Sources and Payroll Giving — and both are supported through this single integration. These are the only file types supported for this integration.
Note
A single Charities Trust integration in MoveData supports both Other Sources and Payroll Giving files. You do not need to create separate integrations for each report type.
Example Payroll Giving report#
The table below describes the columns you will find in each row of a Payroll Giving report. You can download an example file to use as a test upload.
| Column | Description | Example |
|---|---|---|
| AgencyName | Always "Charities Trust" | Charities Trust |
| PGA Donor Ref Number | Donor reference (may include GP prefix) | 1218503, GP237138/12159264 |
| Employer Name | Employer organisation | Acme Corp |
| Title | Donor title (may be blank) | Mr, Mrs, Ms, Miss |
| First Name / Initials / Last Name | Donor name (may be partially blank) | Sarah, S, Clarke |
| Address 1–3, Postcode | Donor address (may be blank) | 68 Hilton Road, NG3 6AP |
| Donor Email | Donor email (may be blank) | sarah.clarke@example.com |
| PFO | Payroll Fundraising Organisation | PGA, Hands On PG, STC, CAF Transfer, OWN - EMPLOYER |
| PFO Donor Reference Number | PFO-specific reference (may be blank) | PGIA143958, HOPG108449 |
| Gross Donation | Gross donation amount (typically n/a) |
n/a |
| Admin Charge | Administrative fee (typically n/a) |
n/a |
| Net Donation | Net amount received | 50.0000 |
| Employer Matched Donation | Employer match amount (0 if none) | 10.0000 |
| Other Match | Additional match amount (0 if none) | 0.0000 |
| Total Donation to Charity | Total received by charity | 20.0000 |
| Charity Donor Ref Number | Charity-assigned reference (may be blank) | |
| Donor Preference Post/Email/Phone/SMS | Communication consent flags | Yes or blank |
Example Other Sources report#
The table below describes the columns you will find in each row of an Other Sources report. You can download an example file to use as a test upload.
| Column | Description | Example |
|---|---|---|
| Donation Source | Source organisation or scheme | Acme Corp Match Funding Scheme |
| Amount | Donation amount | 100.00 |
| Title / Forename / Surname | Donor name (may be blank for corporate donations) | Mr, James, Smith |
| Address / PostCode | Donor address (may be blank) | 68 Hilton Road, NG3 6AP |
| Type | Numeric type code | 55 |
| Type Description | Description of the donation type | DirectPayments |
| Donation Instruction | Additional instructions (may be blank) | |
| Transaction ID | Unique transaction reference | ACM-Q5KXZPQ1 |
| SponsorMe Organisation / Campaign / EventID / EventName / EventURL | SponsorMe event details (blank for non-event donations) | |
| Email / Telephone No | Donor contact details (may be blank) | |
| Preference Post/Email/Phone/Text | Communication consent flags | Yes or No |
| StatementText | Statement notes (may be blank) |
Handling your CSV file#
Always upload the original file exactly as downloaded from Charities Trust. 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 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 donation report from Charities Trust and upload it again.
Salesforce records created#
MoveData creates different Salesforce records depending on your data model.
| Charities Trust data | Nonprofit Success Pack (NPSP) | Nonprofit Cloud |
|---|---|---|
| Donor | Contact | Person Account |
| Employer | Account | Account |
| Campaign | Campaign (with hierarchy) | Campaign (with hierarchy) |
| Donation | Opportunity | Gift Transaction |
| Recurring donation | Recurring Donation | Gift Commitment |
Before you begin#
- You need access to the MoveData app in Salesforce.
- You need a Charities Trust CSV donation report. Contact your Charities Trust administrator to obtain this file.
Setting up the integration#
Step 1: Export your donation report#
Contact your Charities Trust administrator to access your organisation's donation reporting. Generate a CSV report and download it. Charities Trust provides two report types:
- Other Sources Report — covers donations from partner organisations, SponsorMe events, and direct payments.
- Payroll Giving Report — covers employee payroll donations with employer context and matching.
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 Charities Trust from the list of available platforms.
Step 4: Name your integration#
Enter a descriptive name for this integration (for example, "Charities Trust - Payroll Giving") 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 Charities Trust 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 CSV file#
Click the Upload File button and select the CSV file you exported in Step 1. MoveData begins processing the file automatically.
After uploading, check the Notifications tab or Executions tab in MoveData to monitor processing status.
Migrating historical data#
You can import historical donation data through the same file upload process. Export your past reports from Charities Trust 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 in CSV format. Ensure the file is a .csv file and upload again.
Missing Required Fields
The CSV file is missing expected column headers. Check that your export from Charities Trust includes all standard columns. Re-export if needed.
Other resources#
- Charities Trust — the Charities Trust platform for payroll and workplace giving
- Charities Trust for Charities — information for charities receiving Charities Trust donations
- Charities Trust Help & Support — support documentation and contact details
- 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 Charities Trust
- Association of Payroll Giving Organisations — Charities Trust's membership page
- MoveData Support — for setup assistance and technical support