Setting up Facebook
This guide walks you through connecting Facebook charitable giving tools to MoveData. This integration processes CSV transaction reports and imports donation data into Salesforce.
| Field | Detail |
|---|---|
| Product | |
| Method | CSV file processing (transaction report) |
| Frequency | Manual upload |
Supported extensions#
This integration requires the Fundraising and Donations extension.
Supported file types#
MoveData supports the transaction report from Facebook Charitable Giving Tools. This is the only file type supported for this integration.
Example transaction 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 |
|---|---|---|
| Payment ID | Unique payment identifier | 2610344725744156 |
| Charge Time | Unix timestamp of the charge | 1585466834 |
| Donation Amount | Gross donation amount | 109.25 |
| FB Fee | Facebook platform fee | 0 |
| Net Payout Amount | Amount after fees | 109.25 |
| Payout Currency | Currency of the payout | USD |
| Sender Currency | Donor's original currency | EUR, AUD, GBP, USD |
| Tax Amount / Tax USD Amount | Tax amounts (typically 0) | 0 |
| Charge Action Type | Transaction type code | S |
| Charge Date | Date of the charge | 2020-03-29 |
| First Name / Last Name | Donor name (may be blank for anonymous) | Sarah, Williams |
| Email Address | Donor email (usually blank) | victoria.thompson@example.com |
| Campaign ID | Facebook campaign identifier | 1013179669079969 |
| Fundraiser Title | Name of the fundraiser (blank for direct donations) | Emma's birthday fundraiser for Example Charity |
| Source Name | Donation source type | fundraiser, donate_button_user_posts, donate_button_charity_page |
| Permalink | URL to the Facebook fundraiser or post | https://www.facebook.com/1013179669079969 |
| Charity ID | Facebook charity page identifier | 10155775702366760 |
| Campaign Owner Name | Name of the fundraiser creator | Emma Clarke |
| Payment Processor | Always "Facebook" | Facebook |
| Matching Donation | Whether this is a matched donation | Yes or No |
| Fundraiser Type | Type of fundraiser | Birthday Fundraiser, Post Donate Button, Page Donate Button |
| Charge Time PT | Timestamp in Pacific Time | 2020-03-29 00:27:14 |
Handling your CSV file#
Always upload the original file exactly as downloaded from Facebook. 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 transaction report from Facebook and upload it again.
Salesforce records created#
MoveData creates different Salesforce records depending on your data model.
| Facebook data | Nonprofit Success Pack (NPSP) | Nonprofit Cloud |
|---|---|---|
| Donor | Contact | Person Account |
| Fundraiser campaign | Campaign (with hierarchy) | Campaign (with hierarchy) |
| Donation | Opportunity | Gift Transaction |
Before you begin#
- You need access to the MoveData app in Salesforce.
- You need a Facebook transaction report in CSV format, exported from your Facebook charitable giving tools or Facebook Business Manager.
Setting up the integration#
Step 1: Export your transaction report#
- Log in to your Facebook charitable giving dashboard or Facebook Business Manager.
- Navigate to Charitable Giving Tools or Fundraising Reports.
- Generate and download your Transaction Report as a CSV file.
- Ensure the export includes all available fields.
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 Facebook from the list of available platforms.
Step 4: Name your integration#
Enter a descriptive name for this integration (for example, "Facebook - Fundraisers") and click Save.
Step 5: Upload your CSV file#
Click the Upload File button and select the Facebook transaction report CSV file. 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 Facebook and upload each file using the Upload File button.
Troubleshooting#
Truncated Payment IDs
CSV was opened and resaved in Excel, which truncated long numeric identifiers. Re-export the original file from Facebook. Do not open and resave in Excel.
Missing Donor Information
Donor chose not to share identity. This is expected behaviour. MoveData processes these as anonymous donations.
Other resources#
- MoveData Facebook Integration — overview of supported features and Salesforce record mapping
- Meta Nonprofits and Charities Help Centre — Facebook's help documentation for charitable giving
- Facebook Charitable Giving Tools — information about Facebook fundraising for nonprofits
- How Do I Get Donation Reports? — how to download transaction reports from Facebook
- Facebook Fundraising Eligibility — country and organisation eligibility requirements
- Social Impact at Meta — Meta's social impact programmes for nonprofits
- MoveData Support — for setup assistance and technical support