Fundraise Up includes a built-in Salesforce Nonprofit Cloud 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 Nonprofit Cloud in real time.
Creates and updates accounts, gift transactions, and gift commitments automatically.
Uses Nonprofit Cloud's native objects for proper nonprofit functionality.
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 — For organizations using standard Salesforce. Learn more →
Salesforce NPSP integration — For organizations with the Nonprofit Success Pack installed. Learn more →
Salesforce Nonprofit Cloud integration — The integration described in this article, designed for Salesforce's newest fundraising solution.

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 Nonprofit Cloud integration without disconnecting the standard one first.

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

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

Person Accounts: A unique Person Account is created for each individual supporter.
Business Accounts: Created when donations are made on behalf of an organization.
Gift Transactions: Each donation creates a new Gift Transaction record.
Gift Commitments: Recurring plans are synced to Salesforce Nonprofit Cloud using its native Gift Commitment object.
Gift Commitment Schedules: Recurring plan frequency and scheduling details.
Campaigns: Campaigns created and managed in Fundraise Up are synced to Salesforce Nonprofit Cloud as Campaign objects.
Gift Designations: Fund allocation information (if available).
Gift Tributes: Memorial and honorary donation details (if available).
Payment information: Payment method, processor, and fee details (if available).

The integration writes data directly to Salesforce Nonprofit Cloud's standard objects without creating any custom objects. You don't need to build custom flows or automations to get data into native Salesforce objects — everything works with Nonprofit Cloud's built-in functionality.

How your data syncs

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The integration offers two ways to send data to Salesforce Nonprofit Cloud:

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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To prevent duplicate records in Salesforce Nonprofit Cloud, you need to activate the appropriate matching and duplicate rules.

See steps to avoid duplicate records.

Lead conversion

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Fundraise Up does not automatically convert Salesforce Nonprofit Cloud leads into full accounts. If an organization creates a lead in Salesforce Nonprofit Cloud and that lead later makes a donation through Fundraise Up, the lead is not automatically converted into a full account.

Handling multiple currencies

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Salesforce Nonprofit Cloud 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.

Handling refunds

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When a new donation is received, Fundraise Up sends the full donation amount to the Salesforce Gift Transaction Amount field. However, if a refund occurs, the amount in Salesforce changes to reflect the payout amount rather than keeping the original donation amount.

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.

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 Nonprofit Cloud, continue to Set up the Salesforce Nonprofit Cloud integration for step-by-step instructions.

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