JustGiving is a popular product used by UK organisations around the world to facilitate fundraising. JustGiving specialises in a variety of areas and is most commonly used to run mass participation events, peer to peer events and DIY fundraising.
The JustGiving integration for Salesforce is an API integration. As such, information is automatically processed from JustGiving 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 JustGiving integration will construct the following records:
Person Account records represent people in JustGiving. The integration will look to match the JustGiving data with an existing person account in Salesforce, and will only create a new record if it can’t find a suitable match.
Campaign records represent events, campaigns, teams and fundraising pages in JustGiving. These hold donations made against your specific JustGiving 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 mandates in JustGiving. These parent their component gift transaction records which are converted according to the processing schedule in JustGiving. Status is automatically synced between JustGiving 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 JustGiving. The integration supports gift refunds, gift soft credits and gift designations too.
Contact records represent people in JustGiving. The integration will look to match the JustGiving data with an existing contact in Salesforce, and will only create a new record if it can’t find a suitable match.
Campaign records represent events, campaigns, teams and fundraising pages in JustGiving. These hold donations made against your specific JustGiving 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 mandates in JustGiving. These parent their component opportunity records which are converted according to the processing schedule in JustGiving. Status is automatically synced between JustGiving and Salesforce allowing you to report on failures, cancellations and other changes.
Opportunity records represent transactions in JustGiving. The integration supports refunds, soft credits and general accounting units too.
No two Salesforce instances are the same.
As such, the JustGiving 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 JustGiving. 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 JustGiving 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.
James and Lenny worked with us to configure and deploy the Just Giving integration and app into our Salesforce instance. They were very attentive when addressing our need to make tweaks to the configuration, very responsive when fixing any issues we spotted and very clear in explaining how the app worked. The overall experience working with MoveData has been a very positive, professional one and as a result we are now looking to leverage other integrations offered by MoveData.
With James and Lenny’s excellent support we integrated JustGiving to Salesforce NPSP in time for Christmas. The also supported us with backfilling our records from the previous two years across two JG accounts. We are seeing a time saving of over 2 working hours per week, and we haven’t yet fully changed our internal processes. We’re already planning our next integration with MoveData.
We had an incredible experience working with MoveData on our integration of JustGiving with Salesforce. Their service was exceptional, and the real-time data transfer has been a game changer for us. It ensures that our database is always up-to-date, helping us manage our operations more efficiently and with greater accuracy. MoveData were professional, responsive, and made the whole process seamless. We couldn’t be happier with the results and highly recommend their services!
We started using MoveData at the beginning of this year. The integration was done with Just Giving and it records all the required data into Salesforce. It was great to work with MoveData on the integration. They provided us with the recordings of our customised set up, which was extremely useful. Post integration care was outstanding. We received responses to all out queries promptly and any fixes needed were done. Amazing. I highly recommend.
My charity installed MoveData a few months ago, after years of handling manual data uploads from Just Giving. MoveData have been supportive and knowledgeable, they understood our needs and provided good advice. We had an integration running very soon after, and we are planning the next one. Thanks MoveData and team.
Really great integration into Just Giving, saves the team many hours of inputting data. Brings through all the donor information helping grow our contact base. MoveData were very helpful and ensured during our onboarding that our requirements were taken and set up correctly.
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