PayPal Giving Fund file exports are available to download via PayPal Giving Fund Admin. As soon as the file is uploaded into MoveData associated records are automatically created in Salesforce.
When a donation is created, updated or refunded in PayPal Giving Fund, MoveData creates or updates an opportunity record in Salesforce. This opportunity record is automatically associated with the related contact, account and campaign records attached to the PayPal Giving Fund donation.
When a donation is created, updated or refunded in PayPal Giving Fund, MoveData upserts an opportunity record into Salesforce. The opportunity record is automatically associated with the contact and account representing the PayPal Giving Fund user making the donation, as well as the Salesforce campaign to which the opportunity relates.
MoveData will automatically create (or update) a contact in Salesforce whenever contact information is provided by PayPal Giving Fund. MoveData sets information on the contact record such as first name, last name and email address and relates the contact record with the associated campaign, account and opportunity records. MoveData runs your Salesforce duplicate rules when creating contacts which ensures correctness as per matching criteria defined in Salesforce. Where PayPal Giving Fund anonymises contact information MoveData will map to a master Anonymous contact record to preserve your data limits in Salesforce.
PayPal Giving Fund does not have a company donation or company fundraising concept and on this basis MoveData creates household accounts as per the Salesforce Nonprofit Success Pack data model.
MoveData will automatically create (or update) an opportunity in Salesforce whenever donation information is provided by PayPal Giving Fund. MoveData sets information on the opportunity record such as amount, stage, close date, description, donor contact etc and relates the opportunity record with the associated campaign, contact and account records. This includes support for a wide range of donation scenarios including refunds, anonymous donations, foreign currency donations etc. Where PayPal Giving Fund anonymises contact information MoveData will consolidate into a single monthly anonymous opportunity per campaign to a preserve your Salesforce data limits.
MoveData will automatically create (or update) a campaign in Salesforce whenever campaign information is provided by PayPal Giving Fund. MoveData sets information on the campaign record such as name, parent, status, URL, category, expected revenue, fundraiser contact etc and relates the campaign record with the associated contact, account and opportunity records. MoveData supports campaign scenarios for both: 1. Allocating donations to PayPal Giving Fund campaign, or 2. Supporting a hierarchy structure including Facebook, GoFundMe and their component child campaigns.
MoveData can be easily customised to support your Salesforce data model and business logic requirements. This may apply to organisations who have customised Salesforce Nonprofit Success Pack and to those who do not use Salesforce Nonprofit Success Pack at all. Once the required customisations are identified we implement extensions to support those customisations which ensure the necessary information is set when data automatically imports from connected platforms. To learn more please complete the form on this page or book a demo.
The PayPal Giving Fund integration for Salesforce is available on the MoveData Starter plan 😊