Import external donations from Salesforce NPSP

Make sure you have the following:

• Administrative access to your Salesforce account with NPSP installed.
• Organization Administrator role in Fundraise Up.
• Required minimum permissions configured in Salesforce.

Skip this step if you already have a connection set up for transferring data from Fundraise Up to Salesforce NPSP (export mode). This step is required only for new connections.

1. In the Fundraise Up Dashboard, go to Settings > Integrations.
2. Click Add integration.
3. Select Salesforce NPSP.
   

4. Click Connect Salesforce. This opens the Salesforce login screen.
5. Log in to your Salesforce account.
6. After authentication, you'll return to the integration settings in Fundraise Up.

1. Go to the integration settings at Settings > Integrations > Salesforce NPSP (if you completed Step 1, you’ll already be on this page).
2. In the Import (pulling data from CRM) section, click Activate.
   

3. In the pop-up window, click on Select Salesforce Opportunity stage dropdown to configure which donations will be imported as successful:
   • Closed lost
   • Prospecting
   • Closed won (default)
4. See the mapping rules. These rules cannot be edited.
5. Uncheck Show imported donations in Donor Portal donations history if you want to hide these donations from supporters. This can be useful when setting up the integration: with this option unchecked, all imported data appears only in your Dashboard where you can validate it before showing it to supporters. After validation, you can return to this settings window, check the option, and save changes.
6. Configure receipts for external donations (optional). Fundraise Up cannot legally create receipts for donations made outside the platform, but you can map them from your CRM. Select the Allow supporters to download receipts checkbox, then use the dropdown below it to choose the Salesforce field to use for showing receipts to supporters.
   

   Receipts mapping settings

7. Click Start import.

The initial sync starts after configuration. This sync imports your existing external donations and can take several hours depending on the amount of data.

The integrations syncs donations from Opportunity records and gets supporter information from the Contact linked to each Opportunity.

If your Salesforce organization uses multi-currency, the integration imports currency from each Opportunity. Otherwise, all donations use your organization’s default currency.

When the sync is successful, you’ll see Imported supporters section. Donations added through this import appear in the respective supporter’s Donor Portal.

Import settings and the list of imported supporters

The main setting section remains editable — you can change them anytime. Click Save changes to apply them.

You can stop syncing external donations to Fundraise Up at any time. Click Deactivate import at the bottom of the page to stop importing data to your Fundraise Up account.

Deactivate import button

When you deactivate import, your previously imported supporters will remain in Fundraise Up. However, they will not be able to see any imported donations in their Donor Portals.

When a connection fails for technical reasons, Fundraise Up keeps your imported data and sends you an email. After the connection resumes, the system syncs donations from the downtime period.

If a connection stays inactive for 90 days after a failure, Fundraise Up removes all imported data.