Donations on Behalf of an Organisation
This article explains how to capture organisation information when donors give on behalf of a company or organisation in Raisely, and how MoveData processes this data into Salesforce.
How It Works#
MoveData uses a special custom field in Raisely called company. When this field is present on a donation and contains a value, MoveData:
- Creates (or matches to) an Organisation Account in Salesforce using the company name.
- Creates an Affiliation record linking the donor's Contact to the Organisation Account.
Warning
The Field ID in Raisely must be set to exactly company (lowercase). If the Field ID is anything else, MoveData will not trigger the organisation logic.
Before You Begin#
- Your Raisely integration must be set up and active in MoveData. See Setting Up Raisely.
- You need administrator access to your Raisely account.
Steps#
Step 1: Open Raisely Settings#
Log in to Raisely and navigate to Settings > Custom Fields.
Step 2: Create the Company Field#
Click Add New and configure the field:
| Setting | Value |
|---|---|
| Name | Choose any display name (for example, "Organisation Name" or "Company") |
| Field ID | company (this must be lowercase and exactly company) |
| Type | Text |
Click Save.
Step 3: Add the Field to Your Donation Form#
- Open the campaign where you want to capture organisation donations.
- Navigate to Campaign Settings > Donation Form.
- Click Fields > Add New.
- Select the Company field you created.
- Click Save.
Step 4: Configure Field Visibility (Optional)#
You can reorder the field on your donation form and apply conditional logic. For example, you might:
- Add a checkbox field "I am donating on behalf of a company".
- Set the company field to display only when that checkbox is ticked.
This keeps the form clean for individual donors while still capturing organisation details when needed.
What Happens in Salesforce#
When a donation arrives with a company name:
| Salesforce Record | Action |
|---|---|
| Organisation Account | MoveData creates a new Organisation Account (or matches to an existing one using your Salesforce Duplicate Rules) with the company name. |
| Contact | The donor's Contact record is created or updated as normal. |
| Affiliation | An Affiliation record is created linking the Contact to the Organisation Account. |
Note
MoveData uses your Salesforce Duplicate Rules to determine whether to create a new Organisation Account or match to an existing one. If you have specific matching requirements, review your Duplicate Rules to confirm they cover organisation matching.
Verify It Worked#
- Make a test donation in Raisely, entering a company name in the organisation field.
- In Salesforce, open the MoveData app and check the Notifications tab for the new notification.
- Once processed, search for the Organisation Account and confirm it was created.
Troubleshooting#
The organisation field appears but MoveData is not creating an Account
Check that the Field ID in Raisely is set to exactly company (lowercase). Any other value (such as Company, organisation, or companyName) will not trigger the organisation logic. MoveData treats it as a regular custom field instead.
A duplicate Organisation Account was created
Review your Salesforce Duplicate Rules and Matching Rules for the Account object. MoveData relies on these rules to match incoming organisation names to existing accounts.