Fundraise Up includes a built-in Salesforce integration that automatically syncs your donation data to Salesforce. Once the integration is set up, supporter and donation information appears in your Salesforce CRM without manual work on your part.

What this integration does:

Sends donation data to Salesforce in real time.
Creates and updates contacts and opportunities automatically.
Validates your mapping setup to prevent errors.
Continues working silently after initial setup.

Available Salesforce integrations

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Fundraise Up offers three distinct Salesforce integrations to match your organization's setup:

Standard Salesforce integration — The integration described in this article, designed for organizations using standard Salesforce.
Salesforce NPSP integration — For organizations with the Nonprofit Success Pack installed. Learn more →
Salesforce Nonprofit Cloud — Designed for Salesforce's newest fundraising solution. Learn more →

You can only connect one Salesforce integration at a time. For example, if your Salesforce account is already linked through the standard integration, you cannot add a Salesforce NPSP integration without disconnecting the standard one first.

To switch from the standard Salesforce integration to NPSP, follow our step-by-step guide.

If your organization uses NPSP, do not activate the standard Salesforce integration described here. The NPSP integration provides specialized functionality for nonprofit organizations, including proper handling of recurring donations through NPSP's native objects.

Who can manage the integration

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Only users with the Organization Administrator role in your Fundraise Up Dashboard can:

Connect the Salesforce integration.
Modify mapping rules and settings.
Pause or resume sync operations.
View detailed sync logs.

How the integration works

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The Salesforce integration syncs data in one direction only: from Fundraise Up to Salesforce. Data in Salesforce does not sync back to Fundraise Up.

When a donation is made, Fundraise Up sends several types of records to Salesforce:

Contacts: A unique Contact is created for each supporter.
Accounts: Contacts are linked to Accounts based on your Salesforce settings.
Campaigns: Donations are linked to Salesforce Campaigns using rules you define in your integration settings.
Opportunities: Each donation creates a new Opportunity record.
Recurring plans: Recurring plans are synced to a custom object — Recurring Plans — created by Fundraise Up.

How your data syncs

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The integration offers two ways to send data to Salesforce:

Automatic sync (recommended)
- Sends donation data to Salesforce immediately after each event — for example, a new donation.
- Keeps your Salesforce records continuously updated.
- Works silently in the background.
Manual sync
- Transfers data to Salesforce only when triggered.
- Gives you control over exactly when syncing happens.
- Offers flexibility for testing configurations.
- Ideal for migrating historical data before enabling automatic sync.

What actions trigger a sync to Salesforce?
Sync is triggered by changes to any fields included in your mapping rules.

Handling duplicate records

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Fundraise Up does not automatically remove duplicates before syncing data to Salesforce. Instead, deduplication should be handled using Salesforce's built-in tools.

To prevent duplicate records, make sure your Duplicate Rules in Salesforce have Operations On Create set to Alert and Report. If these options are not selected, Salesforce will allow duplicates to be created.

Salesforce's standard Duplicate Management system works with all objects in this integration. When duplicate rules are properly configured, they will prevent duplicates of Contacts, Accounts, and other objects automatically. For example, if a duplicate Account is detected, new Contacts will be associated with the existing Account rather than creating duplicate records.

We recommend creating two duplicate rules in Salesforce — one for the Contact object and one for the Lead object. These rules use the email address synced from Fundraise Up to check for duplicates.

Learn how to prevent duplicate data in Salesforce →

Lead conversion

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Sometimes, a supporter in Fundraise Up already exists in Salesforce as a Lead. When this happens, syncing from Fundraise Up will convert the Lead into a Contact.

Handling multiple currencies

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Salesforce supports multiple currencies. Whether or not this feature is enabled affects how donation amounts from Fundraise Up appear in Salesforce:

If multiple currencies are enabled in Salesforce	Donation amounts are synced in the currency selected or auto-detected at checkout. For example, if a supporter donates in euros or yen, that same currency will appear in Salesforce.
If multiple currencies are not enabled	Donation amounts are synced in your Fundraise Up account's default currency. For example, if your default currency is USD, all donations will appear in USD — even if the supporter gave in another currency.

Salesforce API request limit

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Salesforce sets a daily limit on the number of API requests that each user or organization can make. In most cases, the number of donations you receive each day won't exceed this limit.

To view your current limit, go to Setup > Company Information in your Salesforce account.

For large imports or high-volume campaigns (like year-end fundraising), you may need to request a temporary limit increase directly from Salesforce.

If the API limit is exceeded: Syncing will pause temporarily. Fundraise Up will retry syncing automatically, and it will resume from where it stopped once the limit is reset or increased. No data will be lost during this pause.

Getting started

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To connect Fundraise Up with Salesforce, continue to Set up the Salesforce integration for step-by-step instructions.

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