Funraisin’ is a popular product used by organisation around the world to facilitate fundraising. Funraisin’ specialises in a variety of areas and is most commonly used to run flagship campaigns, peer to peer events, DIY fundraising and donation appeals.
The Funraisin’ integration for Salesforce is an API integration. As such, information is automatically processed from Funraisin’ into Salesforce without any ongoing administrator effort. The integration operates in real time and conforms to Salesforce best practices enjoyed by all MoveData customers.
Funraisin’ offers their own Salesforce integration (link). MoveData typically works with Funraisin’ customers who either have outgrown or cannot implement Funraisin’s own solution which is more rigid and limited in functionality.
Depending on your version of Salesforce, the Funraisin’ integration will construct the following records:
Person Account records represent people in Funraisin’. The integration will look to match the Funraisin’ data with an existing person account in Salesforce, and will only create a new record if it can’t find a suitable match.
Funraisin’ accepts donations made on behalf of a company. Account records represent companies under which people make their donations. The integration will look to match the Funraisin’ data with an existing account in Salesforce, and will only create a new record if it can’t find a suitable match. Relationships are automatically established between the donor person account and company account in Salesforce.
Campaign records represent events, teams, fundraisers and pages in Funraisin’. These hold donations made against your specific Funraisin’ campaigns. For peer to peer and DIY fundraising, additional campaigns are created to represent those fundraising pages and organised into a campaign hierarchy – making it easy to report on your campaign as a whole, or drill down to the individual fundraiser level. The integration also supports campaign members to represent the role of the person in the campaign.
Gift Commitment records represent scheduled donations in Funraisin’. These parent their component gift transaction records which are converted according to the processing schedule in Funraisin’. Status is automatically synced between Funraisin’ and Salesforce allowing you to report on failures, cancellations and other changes. The integration supports gift commitment schedules too
Gift Transaction records represent transactions in Funraisin’. The integration supports gift refunds, gift soft credits and gift designations too.
Contact records represent people in Funraisin’. The integration will look to match the Funraisin’ data with an existing contact in Salesforce, and will only create a new record if it can’t find a suitable match.
Funraisin’ accepts donations made on behalf of a company. Account records represent companies under which people make their donations. The integration will look to match the Funraisin’ data with an existing account in Salesforce, and will only create a new record if it can’t find a suitable match. Relationships are automatically established between the donor contact and company account in Salesforce.
Campaign records represent events, teams, fundraisers and pages in Funraisin’. These hold donations made against your specific Funraisin’ campaigns. For peer to peer and DIY fundraising, additional campaigns are created to represent those fundraising pages and organised into a campaign hierarchy – making it easy to report on your campaign as a whole, or drill down to the individual fundraiser level. The integration also supports campaign members to represent the role of the person in the campaign.
Recurring Donation records represent scheduled donations in Funraisin’. These parent their component opportunity records which are converted according to the processing schedule in Funraisin’. Status is automatically synced between Funraisin’ and Salesforce allowing you to report on failures, cancellations and other changes.
Opportunity records represent transactions in Funraisin’. The integration supports refunds, soft credits and general accounting units too.
No two Salesforce instances are the same.
As such, the Funraisin’ to Salesforce integration can be easily extended to incorporate your own business rules when processing information into Salesforce. This might involve mapping custom fields, creating custom objects, or running other business criteria on the basis of the information issued by Funraisin’. The result is an integration which “just works” with the way you use Salesforce.
This is achieved using Salesforce Flows and runs in real time as your Funraisin’ data is processed into Salesforce. MoveData can perform this function for you and is a key component of our customer onboarding. Hands-on setup and on-demand technical support is available to all customers.
The implementation went smoothly and the integration works well. We’ve had a few custom needs which were catered to and any changes or nuances as a result of our processes have been supported well. Have also found MoveData very easy to work with and accommodating. Happy with the result and would highly recommend.
MoveData was recommended to us as an excellent solution for integrating our Funraisin’ Data. We were not disappointed. James and his team were great to work with – keeping us informed every step of the way and understanding our needs. He was able to not only have our one-off donations coming through, but also our more complex online animal adoptions. We are very happy with our integration and with the professionalism of the MoveData team.
If you are looking for integration solution for Raisely, Grassrootz, Funraisin etc, MoveData is the best on the market. MoveData are very helpful and responsive and the customisable Flows make it even more powerful.
