TapRaise Integration for Salesforce

Get the TapRaise Integration for Salesforce

Frequency

The Tapraise to Salesforce integration operates on a 60-min schedule.

Setup

The TapRaise to Salesforce integration works with Converse, Salesforce Nonprofit Success Pack, and Salesforce Nonprofit Cloud.

Connecting TapRaise to Salesforce requires your Private Key Client Id, Private Key Certification and Service Account Email Address. Contact your TapRaise Account Manager to obtain these details.

TapRaise Triggers

Transaction

When a transaction is created or updated in TapRaise, MoveData creates (or updates) a corresponding payment record in Salesforce (Converse). This payment is automatically associated with the appropriate contact and/or account making the transaction and Salesforce campaign to which the payment relates. A payment profile record is created too.

Pledge

When a pledge is created or updated in Raisely, TapRaise creates (or updates) a corresponding agreement record in Salesforce (Converse). The agreement is automatically associated with the appropriate contact and/or account making the pledge and Salesforce campaign to which the pledge relates. A payment profile record is created too.

Customise your TapRaise Integration

MoveData integrations are fully customisable and can be quickly extended to fit your exact needs. Often organisations will 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 (Converse) – 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 Raisely to Salesforce integration for you. The TapRaise integration also works with Salesforce Nonprofit Success Pack and Salesforce Nonprofit Cloud.

TapRaise Integration Pricing

API Plan

Intelligently connect information from TapRaise directly into Salesforce via API

$179

Monthly subscription

Schedule a Demo

Looking for more information?

Read our documentation

What people are saying about MoveData

Keeping Salesforce up to date used to be a real challenge. With MoveData everything is automated and it’s been one of the best technical decisions we’ve made!

Henry Wong Senior Salesforce Analyst Developer, UNICEF Australia

War Child UK saves 67.5 hours per month by using MoveData

Yvonne Small Database Coordinator, War Child UK

I can’t even tell you how many hours this has saved us. To have all our data integrated into Salesforce is extraordinary!

Lauren Stewart Senior Manager Systems and Data, The Alfred Foundation

Having implemented MoveData everything is so much more efficient – all that wasted time is gone!

Kate Griffiths Income Generation & Engagement Manager and Data Protection Officer, The Fire Fighter’s Charity

MoveData has made our life so much easier!

Maria Papaly CRM Development Manager, Oxfam Australia

MoveData delivers thousands of data points into Salesforce every day - this allows us to successfully run World's Greatest Shave and our other major campaigns

Glen Shields Head of Data & Analytics, Leukaemia Foundation

MoveData has helped us be much more effective in our fundraising - it cut out so much of the admin that swamped us last year!

Larissa Wiese Marketing and Communications Manager Breast Cancer Care WA

The MoveData team are amazing! I would recommend their integrations to any non-profit that is looking to better manage and automate their incoming data flows.

Conor Nolan Digital Executive, Cure Cancer Australia

The efficiency, accuracy and time savings have been a game changer for our foundation. I cannot recommend MoveData highly enough!

Carolyn Campbell Operations, Shake It Up Australia Foundation

MoveData are excellent to work with - I would recommend their services to anyone seeking to integrate fundraising and donation data into Salesforce

Emma Karst Digital Marketing Specialist, Caritas Australia

MoveData integrations are flexible, accurate and easy to use - and have already saved us loads of admin time. Thank you so much!

Jo Price IT Integration and Transformation Manager, Sydney Children's Hospital Foundation

A really positive experience - the MoveData team are knowledgeable, responsive and great at problem solving

Katrina Locandro Marketing & Communications Manager, Liptember Foundation

TapRaise Integration for Salesforce

Get the TapRaise Integration for Salesforce

Frequency

Setup