Import external donations from Salesforce Agentforce for Nonprofits

Make sure you have the following:

• Administrative access to your Salesforce account.
• Organization Administrator role in Fundraise Up.
• The Gift Commitment object installed in your Salesforce instance. Without it, you cannot activate import.

Skip this step if you already have a connection set up for transferring data from Fundraise Up to Salesforce Agentforce for Nonprofits (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 Agentforce for Nonprofits.
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 Agentforce for Nonprofits (if you completed Step 1, you'll already be on this page).
2. In the Import (pulling data from CRM) section, click Activate.
3. Select Hide imported donations in Donor Portal donations history to keep these donations out of supporters' Donor Portals. This option helps during setup — with the checkbox selected, all imported data appears only in your Dashboard. After you review the data, clear the checkbox and save your changes.
4. 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 choose the Salesforce field that stores your receipt links.
5. Click Start import.

The initial sync starts after you configure the import. This sync transfers your existing external donations and can take several hours depending on the amount of data.

The integration syncs paid donations from Gift Transaction records and gets supporter information from the Person Account linked to each transaction.

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

After the initial sync, Fundraise Up checks for new external donations every 10 minutes.

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

The main settings section remains editable — you can change these settings 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. The connection itself stays active, so export is not affected.

When you deactivate import, Fundraise Up removes all data imported from your Salesforce account. Supporters who exist in Fundraise Up only because of imported donations are removed along with their donations. Supporters who also use Fundraise Up directly lose their imported donations, but their main record stays.

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.