Grassrootz is a popular product used by Australian and New Zealand organisations to facilitate fundraising. Raisely specialises in a variety of areas and is most commonly used to run mass participation events and peer to peer fundraising.
The Grassrootz integration for Salesforce is an API integration. As such, information is automatically processed from Grassrootz into Salesforce without any ongoing administrator effort. The integration operates in real time and conforms to Salesforce best practices enjoyed by all MoveData customers.
Depending on your version of Salesforce, the Grassrootz integration will construct the following records:
Person Account records represent people in Grassrootz. The integration will look to match the Raisely data with an existing person account in Salesforce, and will only create a new record if it can’t find a suitable match.
Grassrootz can accept donations made on behalf of a company. Account records represent companies under which people make their donations. The integration will look to match the Grassrootz 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 campaigns, teams and fundraisers in Grassrootz. These hold donations made against your specific Grassrootz 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 recurring donations in Grassrootz. These parent their component gift transaction records which are converted according to the processing schedule in Grassrootz. Status is automatically synced between Grassrootz 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 Grassrootz. The integration supports gift refunds, gift soft credits and gift designations too.
Contact records represent people in Grassrootz. The integration will look to match the Grassrootz data with an existing contact in Salesforce, and will only create a new record if it can’t find a suitable match.
Grassrootz can accept donations made on behalf of a company. Account records represent companies under which people make their donations. The integration will look to match the Grassrootz 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 campaigns, teams and fundraisers in Grassrootz. These hold donations made against your specific Grassrootz 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 recurring donations in Grassrootz. These parent their component opportunity records which are converted according to the processing schedule in Grassrootz. Status is automatically synced between Grassrootz and Salesforce allowing you to report on failures, cancellations and other changes.
Opportunity records represent transactions in Grassrootz. The integration supports refunds, soft credits and general accounting units too.
No two Salesforce instances are the same.
As such, the Grassrootz 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 Grassrootz. 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 Grassrootz 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.
We implemented Movedata to sync data from Grassrootz, GoFundraise and Raisely. One of the standouts has been the ability to view donor and fundraising data from multiple platforms in one central location – this has dramatically improved our reporting, donor insights and overall efficiency. It has been a game-changer for our teams’ workflows. The whole process was smooth and well-supported. We highly recommend Movedata to any organisation looking to streamline their fundraising operations.
We implemented Salesforce this year and the integration from MoveData to import Grassrootz & GoFundraise data has changed the way we operate day to day. The MoveData team were a breeze to deal with, working with us to ensure a seamless and tailored experience at every step. We would highly recommend MoveData to anyone who will listen.
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.
