Setting up Good2Give
This guide walks you through connecting Good2Give to MoveData. This integration processes CSV workplace giving reports and imports donation data into Salesforce.
| Field | Detail |
|---|---|
| Product | Good2Give |
| Method | CSV file processing |
| Frequency | Manual upload |
Supported extensions#
This integration requires the Fundraising and Donations extension.
Supported file types#
MoveData supports the Donations Received Report from Good2Give. This is the only file type supported for this integration.
Example Donations Received 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.
The file begins with a two-row header containing summary information:
| Field | Description | Example |
|---|---|---|
| Charity Name | Your organisation's name | Example Charity |
| Lodgement Reference | Payment batch reference | GOOD2GIV00000202AU |
| Payment Date | Date funds were transferred | 18/12/2024 |
| Donation Period | Payroll period covered | 15/09/2024-18/12/2024 |
Each subsequent row represents a single donation:
| Column | Description | Example |
|---|---|---|
| Donation Date | Date of donation | 15/09/2024 |
| Good2Give Donor Id | Unique donor identifier (blank for anonymous) | 100001 |
| Donor Firstname / Lastname | Donor name (blank for anonymous) | Sarah, Williams |
| Donor Email | Donor email (blank for anonymous) | sarah.williams@example.com |
| Employer Name | Employer organisation | Acme Corp |
| Donation Type | Type of donation | Workplace Giving, Employer Matched, Foundation Grant, Admin Deduction |
| Charity Project | Project or initiative name | General, Community Programme |
| Donor Reference | Internal reference from employer (may be blank) | ID 128581 |
| Donation Confirmation Number | Unique confirmation number | G2GDON0007998536AU |
| Donation Amount | Donation amount in AUD | $10.00 |
Handling your CSV file#
Always upload the original file exactly as downloaded from Good2Give. 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 workplace giving report from Good2Give and upload it again.
Salesforce records created#
MoveData creates different Salesforce records depending on your data model.
| Good2Give data | Nonprofit Success Pack (NPSP) | Nonprofit Cloud |
|---|---|---|
| Donor | Contact | Person Account |
| Employer | Account | Account |
| Campaign | Campaign (with hierarchy) | Campaign (with hierarchy) |
| Employee donation | Opportunity | Gift Transaction |
| Employer match | Opportunity | Gift Transaction |
| Recurring donation | Recurring Donation | Gift Commitment |
Before you begin#
- You need access to the MoveData app in Salesforce.
- You need a Good2Give workplace giving report in CSV format. Good2Give typically emails these reports to charities on a monthly basis.
Setting up the integration#
Step 1: Obtain your Good2Give report#
Log in to Good2Give and navigate to Reports > Donations Received. Click the Download link next to each file in the Remittance Donor Details column.
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 Good2Give from the list of available platforms.
Step 4: Name your integration#
Enter a descriptive name for this integration (for example, "Good2Give - Workplace Giving") and click Save.
Step 5: Configure integration options#
Good2Give has two configurable options that control how campaigns are created. Set these before uploading your first file.
| Option | Description |
|---|---|
| Enable Account Campaigns | When enabled, creates employer-level campaigns for each organisation in the workplace giving programme. |
| Enable Charity Campaigns | When enabled, creates charity project-level campaigns for specific fundraising initiatives within each employer. |
Success
Both options can be enabled simultaneously to create a three-tier campaign hierarchy: Good2Give > Employer > Charity Project. This gives you the most detailed campaign reporting.
Step 6: Upload your CSV file#
Click the Upload File button and select the Good2Give CSV report. MoveData begins processing the file automatically.
Once the upload completes, you can monitor processing status from the Executions tab in MoveData.
How campaigns are organised#
MoveData creates a campaign hierarchy from your Good2Give data. The depth of the hierarchy depends on which configurable options you have enabled.
Tier 1: Platform campaign#
MoveData always creates a top-level campaign named Good2Give. All donations from this integration sit under this campaign.
Tier 2: Employer campaigns#
When Enable Account Campaigns is turned on, MoveData creates a child campaign for each employer. These campaigns are named after the employer (for example, "REA Group" or "Westpac Group") and use the campaign type Team.
Tier 3: Charity project campaigns#
When Enable Charity Campaigns is also turned on, MoveData creates a third tier of campaigns for each charity project within an employer. These campaigns are named after the project (for example, "General" or "Emergency Relief") and use the campaign type Fundraiser.
Note
If both options are disabled, all donations are attributed to the top-level Good2Give campaign only.
Migrating historical data#
You can import historical donation data through the same file upload process. Export your past reports from Good2Give and upload each file using the Upload File button.
Other resources#
- MoveData Good2Give Integration — overview of supported features and Salesforce record mapping
- Good2Give — the Good2Give platform for workplace giving
- Good2Give Help Centre — support documentation for charities and employers
- Good2Give for Charities — information for charities receiving Good2Give donations
- Good2Give Charity Registration — how to register your charity on the Good2Give platform
- MoveData Support — for setup assistance and technical support