FrequencyCSV upload (download reports from Pixo Unity Command Center).
SetupPixo is a bespoke integration which requires developer effort to set up. Contact MoveData if you would like to use the Pixo integration.
Pixo Triggers
DonationWhen a donation is created, updated or refunded in Pixo, MoveData creates (or updates) a corresponding opportunity record in Salesforce. This opportunity is automatically associated with the appropriate contact and/or account making the donation and Salesforce campaign to which the opportunity relates.
CampaignWhen a campaign or profile is created or updated in Pixo, MoveData creates (or updates) a corresponding campaign record in Salesforce. This campaign is automatically associated with the appropriate contact and/or account undertaking the fundraising and all opportunities solicited via that campaign. For campaigns involving teams and fundraisers MoveData automatically parents campaigns within a nested multi-level hierarchy reflecting your fundraising structure and relationships inside Pixo.
Recurring DonationWhen a recurring donation is created or updated in Pixo, MoveData creates (or updates) a corresponding recurring donation record in Salesforce. The recurring donation is automatically associated with the appropriate contact and/or account making the recurring donation and Salesforce campaign to which the recurring donation relates. As future donations are received in MoveData automatically matches and updates forecast pledged opportunities to a stage of Closed Won.
Salesforce RecordsFor complete information (including all objects and fields created by default) see our Data Library. Integrations can be easily extended to support custom information captured in Pixo and/or particular business rules as data is pushed into Salesforce.
MoveData creates (or updates) contact records whenever Pixo provides donor or fundraiser information. Contacts are automatically associated with campaigns, accounts, recurring donations and/or opportunity records representing their actions in Pixo. This provides a holistic view of contacts and their actions in Pixo allowing you to automate reporting, marketing, support and other downstream initiatives through Salesforce. MoveData uses your Salesforce duplicate rules when creating contacts to determine if a record already exists and if so append data to that existing record.
MoveData creates (or updates) account records whenever Pixo provides donor or fundraiser information. This includes support for both household and organisation accounts (the latter in contexts where the user has made a company donation or has setup a company fundraising page). Accounts are automatically associated with contacts, campaigns, recurring donations and/or opportunity records representing the actions of that account and its affiliated contact(s) in Pixo. As with contacts, MoveData uses your Salesforce duplicate rules when creating accounts to determine if a record already exists and if so append data to that existing record.
MoveData creates (or updates) campaign records whenever campaign, team or fundraiser information is provided by Pixo. Campaigns are automatically associated with their respective contact, account, recurring donation and/or opportunity records. For campaigns involving teams and fundraisers MoveData automatically parents campaigns within a nested multi-level hierarchy to reflect your fundraising structure and relationships inside Pixo.
MoveData creates (or updates) opportunity records whenever donation information is provided by Pixo. Opportunities are automatically associated with their respective campaign, contact, account and/or recurring donation records. This includes support for a wide range of donation scenarios including refunds, anonymous donations, foreign currency donations and so forth.
Create Recurring DonationMoveData creates (or updates) recurring donation records whenever recurring donation information is provided by Pixo. Recurring Donations are automatically associated with their respective campaign, contact, account and/or opportunity records. As future donations are received in MoveData matches and updates forecast pledged opportunities to a stage of Closed Won and also supports a wide range of recurring donation statuses.
Customise your Pixo IntegrationMoveData integrations are fully customisable and can be quickly extended to fit your exact needs. Often organisations will capture custom information in Pixo which they need stored in Salesforce and/or require information to be pushed into Salesforce according to a particular set of business rules. MoveData supplies a set of visual workflows (Salesforce Lightning Flows) which map out-of-the-box to Salesforce Nonprofit Success Pack (NPSP) – these can be easily extended to accommodate new logic in your integration. For more information view our Worked Examples or Ask MoveData to customise your Pixo to Salesforce integration for you.
Pixo Integration Pricing 
