Pixo Integration for Salesforce Nonprofit Success Pack (NPSP)
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Pixo is a digital agency focused on helping non-profit organisations change lives with all-in-one web solutions. Use MoveData to connect Pixo and push donation and fundraising information into Salesforce (including Nonprofit Success Pack / NPSP).

Frequency

Pixo does not have API capabilities to make fundraising and donation data available automatically. Instead, fundraising and donation file exports are available to download via the Pixo Unity Command Center. The structure of these files are supported, and can be uploaded into Salesforce using the MoveData Salesforce App. As soon as Pixo fundraising and donation file exports are received, data is automatically pushed into Salesforce within seconds.

Supported Triggers

Donation

When a donation is created, updated or refunded in Pixo, MoveData will receive the notification and push into Salesforce automatically. This results in Opportunity, Contact and Account structures being created and related to both each-other and the Campaign through which the donation occurred. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.

Registration

When a registration is created or updated in Pixo, MoveData will receive the notification and push into Salesforce automatically. This results in Campaign, Contact and Account structures being created and related to each-other. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.

Recurring Donation

When a recurring donation is created, updated or cancelled in Pixo, MoveData will receive the notification and push into Salesforce automatically. This results in a Recurring Donation record being created, and all related downstream donations being marked off as Opportunities against that Recurring Donation. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.

Supported Actions

Create Campaign

When a Donation or Registration is received from Pixo, a Campaign will be pushed into Salesforce automatically. Campaigns respect a parent/child hierarchy and are nested in Campaign → Team → Fundraiser structure. Campaign Members are also supported.

Create Contact

When a Donation or Registration is received from Pixo, a Contact will be pushed into Salesforce automatically. Your Salesforce Duplicate Management rules are respected at all times. Soft Crediting and Contact Roles are also supported.

Create Account

When a Donation or Registration is received from Pixo, an Account will be pushed into Salesforce automatically. If the Account is a Company then a Company Account will be created – if not, a Household Account will be created as per Nonprofit Success Pack rules.

Create Opportunity

When a Donation is received from Pixo, an Opportunity will be pushed into Salesforce automatically.

Create Recurring Donation

When a Recurring Donation is received from Pixo, a Recurring Donation will be pushed into Salesforce automatically. Includes support for all related downstream donations being marked off as Opportunities against that Recurring Donation.

How it Works

Overview

When a fundraiser signs up or a supporter makes a donation, an event is pushed into Salesforce by MoveData. These map to Nonprofit Success Pack and can be easily extended to any unique Salesforce customisations you have already made or might make in the future. This enables improved data accuracy and a large reduction of data entry – while also setting the foundation for meaningful marketing interactions to occur as you look to leverage new real time data capabilities. And because MoveData is built specifically for Nonprofits who use Salesforce, the integration you receive is deeper than anything you could create using Zapier, more configurable than anything provided out of the box by the source platform, and cheaper to implement than a traditional bespoke integration delivered through a consultant. A good example of how this has been enabled and real time marketing journeys delivered through Salesforce Pardot is available in our Cure Cancer Australia case study.

Binding to your unique Salesforce configuration

Your Salesforce instance may already be configured in a particular way which deviates lightly or heavily from standard Nonprofit Success Pack. MoveData is built with this in mind, and it is easy to configure MoveData so that when notifications are received from Pixo and pushed into Salesforce – your existing structures and expected data conventions are adhered to. This is achieved by installing a detailed suite of configurable actions exposed via Lightning Flows which are then used to tailor the integration to your specific needs.

Intelligent Duplicate Management

MoveData stores the unique ID from Pixo when processing notifications. This means when donations or registrations are updated in Pixo, MoveData is able to match the unique ID and upsert information into Salesforce rather than create a new record. If a match on unique ID is not found, MoveData runs your Salesforce deduplication rules before a new record is created in Salesforce. Because of this approach, MoveData never creates duplicate records.

Affordability and Implementation Time

MoveData takes notifications from various platforms and pushes into Salesforce via a standardised MoveData fundraising structure. One of the strengths of this approach is that you can connect real time data from multiple platforms into Salesforce without having to accomodate the nuances of each source platform. This ‘commoditisation’ of fundraising integrations allows us to deliver you a large set of data sources and features at a considerably lower cost than the traditional integration route – coupled with very fast implementation time. Integration to a single platform costs $2,990 (charged as an annual subscription) or $4,990 for integration to unlimited supported platforms. These can be turned on by MoveData in a matter of minutes, and you can then connect platforms via oAuth or API key so that data pushes into Salesforce immediately.

Use the Pixo → Salesforce Integration

 

Flexible plans to suit your business
PIXO → SALESFORCE INTEGRATION
$249
Monthly subscription
  • Pixo → Salesforce Integration
  • Unlimited monthly tasks
  • Smart duplicate rules
  • Record mapping engine
  • MoveData Salesforce App
  • Ticketed support
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  3. 3. Pixo → Salesforce integration is live in approximately seven days

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Powering Nonprofits worldwide
"We depend on MoveData to deliver tens of thousands of real-time donations and registrations into Salesforce - so we can successfully run the World's Greatest Shave and our other major campaigns."
Glen Shields,
Head of Data & Analytics Leukaemia Foundation
"Real time integration allows us to run timely and contextual marketing automation. Because of this, we have seen improved metrics across the board as people engage with their fundraising more actively."
Conor Nolan
Digital Executive
Cure Cancer Australia
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