Setting up GiveEasy
This guide walks you through connecting your GiveEasy fundraising platform to MoveData. Once connected, donation, campaign, and supporter data flows into Salesforce in real time.
| Field | Detail |
|---|---|
| Product | GiveEasy |
| Method | Push (Webhooks) |
| Frequency | Real-time |
Demonstration#
Supported extensions#
This integration requires the Fundraising and Donations extension.
Before you begin#
- You need access to the MoveData app in Salesforce.
- You need administrator access to your GiveEasy account.
- You should have at least one active GiveEasy campaign.
No API credentials are needed from GiveEasy. The integration uses a webhook URL generated by MoveData, which you paste into your GiveEasy account.
Part 1: Create the integration in MoveData#
Step 1: Open the integrations tab#
In Salesforce, open the MoveData app and click the Integrations tab.
Step 2: Start a new integration#
Click New Integration.
Step 3: Select GiveEasy#
Choose GiveEasy from the list of available platforms.
Step 4: Name your integration#
Enter a descriptive name for your integration (for example, "GiveEasy — Main") and click Next.
Step 5: Configure integration options#
Review and adjust the integration settings as needed. See Integration settings below for a full description of each option.
Step 6: Save the integration#
Click Save to finish creating the integration. MoveData generates a webhook URL for your integration.
Part 2: Connect GiveEasy via webhook#
Step 1: Copy the integration URL#
In the MoveData app, open the GiveEasy integration you created in Part 1. Locate the MoveData Integration URL on the integration detail page and copy it.
Step 2: Configure the webhook in GiveEasy#
Log in to your GiveEasy account and navigate to your webhook settings. Paste the MoveData integration URL into the webhook URL field and save.
Step 3: Verify the connection#
Return to MoveData and open the Notifications tab. You should see a webhook registration event confirming the connection is active.
Making test donations
You can make test donations by adding ?mode=test to the end of your GiveEasy URL. For example: https://your-charity.giveeasy.org/campaign-name?mode=test. Test donations are processed by MoveData unless the Only process donations from live campaigns setting is enabled.
Salesforce records created#
MoveData creates different Salesforce records depending on your data model.
| GiveEasy data | Nonprofit Success Pack (NPSP) | Nonprofit Cloud |
|---|---|---|
| Supporter | Contact | Person Account |
| Campaign | Campaign (with hierarchy) | Campaign (with hierarchy) |
| Donation | Opportunity | Gift Transaction |
| Recurring donation | Recurring Donation | Gift Commitment |
Success
When Create Pages as Fundraiser Campaigns is enabled, GiveEasy pages are also represented as Campaign records in Salesforce, with donations allocated to the corresponding campaign in the hierarchy.
Integration settings#
You can adjust these settings on the integration detail page in MoveData. Each option controls how MoveData processes incoming GiveEasy data.
| Setting | Options | What it does |
|---|---|---|
| Create Pages as Fundraiser Campaigns | Enabled / Disabled | When enabled, GiveEasy pages are represented as Campaign records in Salesforce and donations are allocated to the equivalent campaign in the hierarchy. When disabled, donations go to a single campaign regardless of page. |
| Only process donations from live campaigns | Enabled / Disabled | When enabled, test mode donations are not processed into Salesforce. When disabled, test mode donations are processed normally. |
Warning
Configure the Only process donations from live campaigns setting before going live. If left disabled, test mode donations will be processed into Salesforce and will need to be manually removed.
Custom field reference#
GiveEasy provides two categories of custom fields that MoveData includes in notifications.
Admin custom fields
These are user-defined custom fields you create in GiveEasy.
MoveData maps them using the pattern fieldFieldname.
For example, if you add a field called "How Did You Hear About Us" with a value of "Google", GiveEasy sends:
{
"customFields": [
{
"id": "0da90b67-70d4-4992-b50f-34d26233f9ce",
"name": "How Did You Hear About Us",
"values": ["Google"]
}
]
}
In MoveData, this becomes available as the variable Custom_FieldHowdidyouhearaboutus: Google.
You can use these variables in your extension flows and field mappings.
System custom fields — Campaign
| Field | Description | Example |
|---|---|---|
type |
GiveEasy campaign type | Appeal, Event, General |
System custom fields — Donation
| Field | Description | Example |
|---|---|---|
processorToken |
Payment gateway transaction token | 8YT11757MG3248140 (PayPal), pi_3RVroaKgwKnuLBcM0WkaObPA (Stripe) |
stripePaymentIntent |
Stripe payment intent ID | pi_3RVroaKgwKnuLBcM0WkaObPA |
paypalCaptureId |
PayPal capture transaction ID | 8YT11757MG3248140 |
isPIIPublic |
Whether donor information can be made public | true, false |
ipAddress |
Donor IP address | 124.190.10.16 |
userAgent |
Donor browser user agent | Mozilla/5.0 (iPhone; CPU iPhone OS 18_5 like Mac OS X) |
screenSize |
Device screen size category | Desktop, Mobile, Tablet |
facebookPixel |
Facebook pixel tracking data | fb.2.1750814146386.517071266419391678 |
isLiveMode |
Whether the transaction was in live mode | true, false |
Bulk data import#
MoveData only processes data from the time your integration is connected. If you need historical data imported into Salesforce, MoveData offers a professional import service. For details on how this works, pricing, and how to request an import, see Data imports.
Other resources#
- MoveData GiveEasy Integration — overview of supported features and Salesforce record mapping
- GiveEasy — GiveEasy's main platform website
- GiveEasy Features — overview of GiveEasy's fundraising capabilities
- GiveEasy Salesforce Integration Announcement — GiveEasy's announcement of the Salesforce integration
- GiveEasy Platform Updates — latest platform changes and new features
- GiveEasy Contact Support — contact GiveEasy for platform support