Raisely is a popular product used by organisations around the world to facilitate fundraising. Raisely specialises in a variety of areas and is most commonly used to run flagship campaigns, peer to peer events, DIY fundraising and donation appeals.
The Raisely integration for Salesforce is an API integration. As such, information is automatically processed from Raisely 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 Raisely integration will construct the following records:
Person Account records represent people in Raisely. 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.
Raisely can be configured to 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 Raisely 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 and profiles in Raisely. These hold donations made against your specific Raisely 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 subscriptions in Raisely. These parent their component gift transaction records which are converted according to the processing schedule in Raisely. Status is automatically synced between Raisely 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 Raisely. The integration supports gift refunds, gift soft credits and gift designations too.
Contact records represent people in Raisely. The integration will look to match the Raisely data with an existing contact in Salesforce, and will only create a new record if it can’t find a suitable match.
Raisely can be configured to 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 Raisely 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 and profiles in Raisely. These hold donations made against your specific Raisely 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 subscriptions in Raisely. These parent their component opportunity records which are converted according to the processing schedule in Raisely. Status is automatically synced between Raisely and Salesforce allowing you to report on failures, cancellations and other changes.
Opportunity records represent transactions in Raisely. The integration supports refunds, soft credits and general accounting units too.
No two Salesforce instances are the same.
As such, the Raisely 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 Raisely. 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 Raisely 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 engaged MoveData to manage our data migration and integration from Raisely into Salesforce NPC. The experience was seamless from start to finish, well-documented, and tailored to our needs. Their team were responsive, knowledgeable, and great to work with — and their customer support has been outstanding throughout testing and beyond. Highly recommend to any organisation looking for a reliable, user-friendly integration solution that saves time and sets you up for success in Salesforce!
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.
When we moved from Funraisin to Raisely I was really worried about the integration. But the experience with MoveData made the transition seamless. The product itself is great and has far more functionality than what we had with Funraisin OTB. Also we have had a few changes since launch and their support has been super responsive. Wouldn’t hesitate to recommend MoveData!
The MoveData team gave us full confidence in an area our staff were not widely knowledgable or experienced in. We followed their lead through detailed migration to Raisely, whilst also supporting Salesforce implementation updates. Would absolutely recommend to anyone looking for this type of service.
MoveData went above and beyond to help us with our Raisely and Salesforce integration. The app is built on Salesforce Flows, which makes it incredibly flexible and easy for admins to manage and customise. The setup process was very straightforward, and everything worked smoothly right out of the box. I highly recommend this app to any team looking for a reliable and user-friendly integration solution!
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.
When looking to integrate Raisely with NPSP, MoveData came recommended to me by… everyone I spoke to. The integration is simple, yet easily customised and extended, and the MoveData team are extremely knowledgeable, responsive and flexible. I can’t fault the service or the app.
Movedata team has been a great support in getting our Raisely x SF integration going. They have been quite committed throughout the process and accommodated many of our eleventh-hour requests. One of the best teams we have worked with. Highly recommended for anyone wanting a seamless salesforce integration.
Super experience with MoveData! We use Raisely for our fundraising peer-to-peer campaigns and appeals. Using MoveData to integrate Raisely with Salesforce has been working really really well. The team were amazing during the scoping, setup and initial migration, with great communication and updates all along the way. The data integration is working really well and has been amazing for reporting through Salesforce and then also through to Marketing Cloud for comms journeys for our fundraisers. Would absolutely recommend when integrating Raisely with Salesforce!
MoveData has been a game changing integration for our NFP. It seamlessly moves our data from Raisely to Salesforce saving so much time in data entry, reconciling and we are able to connect in with new donors now with ease. The team has been amazing in supporting and setting up the integration. They are super responsive and extremely knowledgeable. They provided training videos and is on hand to help out with any questions. They really understand the charity/fundraising space and connecting into Salesforce. Could not recommend MoveData more highly!
MoveData waded through our challenging integration from Raisely into Salesforce. Due to the MoveData platform integration we have saved time on previously manual or not completed tasks and we now have our data in one place! Thank you MoveData – keep up the great work.
