Recurring donations
When a supporter sets up regular giving on your fundraising platform, MoveData creates two types of records in Salesforce: a recurring donation record to represent the ongoing commitment, and a donation record for each instalment received.
NPSP vs Nonprofit Cloud records#
The Salesforce objects used depend on your data model.
| Record type | NPSP | Nonprofit Cloud |
|---|---|---|
| Recurring donation | Recurring Donation (npe03__Recurring_Donation__c) |
Gift Commitment (GiftCommitment) + Gift Commitment Schedule (GiftCommitmentSchedule) |
| Individual donation | Opportunity | Gift Transaction |
Note
Nonprofit Cloud uses two objects for the recurring donation itself: Gift Commitment stores the commitment details, and Gift Commitment Schedule stores the frequency and schedule.
Status mapping#
MoveData keeps the recurring donation status in sync with your fundraising platform. When the status changes on the platform (for example, a supporter pauses their giving), MoveData updates the Salesforce record automatically.
| Platform status | NPSP (npsp__Status__c) |
Nonprofit Cloud (Status) |
|---|---|---|
| Active | Active | Active |
| Paused | Paused | Paused |
| Cancelled | Closed | Closed |
| Failed | Lapsed | Lapsed |
Frequency mapping#
MoveData maps the giving frequency from your platform to the corresponding Salesforce value.
| Platform frequency | NPSP | Nonprofit Cloud |
|---|---|---|
| Weekly | Installment Period: Weekly | Weekly |
| Fortnightly | Installment Period: Weekly, Frequency: 2 | Every 2 Weeks |
| Monthly | Installment Period: Monthly | Monthly |
| Quarterly | Installment Period: Monthly, Frequency: 3 | Every 3 Months |
| Half-yearly | Installment Period: Monthly, Frequency: 6 | Every 6 Months |
| Annually | Installment Period: Yearly | Yearly |
Duplicate matching#
MoveData uses a platform key field to match recurring donations. If a recurring donation with the same platform key already exists, MoveData updates it rather than creating a duplicate.
| Data model | Platform key field |
|---|---|
| NPSP | md_npsp_pack__Platform_Key__c |
| Nonprofit Cloud | Platform_Key__c (on the Gift Commitment object) |
This means status changes, amount updates, and frequency changes from your platform are reflected in Salesforce without creating extra records.