Set up the Salesforce Nonprofit Cloud integration

Before connecting, make sure you have:

• Administrative access to your Salesforce account with Nonprofit Cloud fully installed.
• Organization Administrator role in Fundraise Up.
• The required minimum permissions configured in Salesforce.

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

4. Click Connect Salesforce Nonprofit Cloud — this will open the Salesforce login screen.
5. Log in to your Salesforce account.
6. Once authenticated, you'll return to the integration settings in Fundraise Up.

After connecting, the integration won't start syncing until you enable it. To start syncing new donations, scroll to the bottom of the integration settings page and click either Enable automatic sync or Start manual sync.

Once connected, you'll see three tabs in the Dashboard: General settings, Mapping rules, and Special rules. Start with General settings.

General settings tab

Sync test data: Check this checkbox to send test mode donations to Salesforce Nonprofit Cloud. Use this to test that your mapping rules work correctly before going live.

Sync subaccounts: Only appears in parent account settings. When checked, data from subaccounts will be synced to Salesforce even if those subaccounts don't have their own Salesforce connection. Use this for tracking donations if your organization has a chapter-based model.

• Gift transaction name: Customize how Gift Transactions (donations) are named in Salesforce using variables from the donation data.
• Gift transaction statuses: Map Fundraise Up's donation statuses to Salesforce Gift Transaction stages. You can use our default options or customize them:
  1. Сlick Configure. This will open a settings window.
  2. After making your adjustments, click Apply Mapping in the same window.
  3. Сlick Save changes in the General settings to make sure your changes are saved.

  Supported statuses:

  • Succeeded
  • Scheduled
  • Pending
  • Retrying
  • Refunded
  • Failed
  • Disputed

  If Salesforce Nonprofit Cloud is missing a corresponding status mentioned in our mapping rules (for example, if Fully Refunded is missing), the transaction will default to the Unpaid status on their end.

  We recommend that you review and configure these statuses right after you connect your Salesforce Nonprofit Cloud account to Fundraise Up.
  When a donation is refunded, all mapped fields are updated in Salesforce. The status is set to Refunded and the amount is adjusted automatically.

• Gift commitment name: Customize how Gift commitments (recurring plans) are named in Salesforce using variables from the donation data.
• Gift commitment statuses: Control how recurring donation statuses appear in Salesforce Nonprofit Cloud. By default, Fundraise Up maps statuses to Nonprofit Cloud's standard gift commitment stages, but you can customize these mappings:
  1. Сlick Configure. This will open a settings window.
  2. After making your adjustments, click Apply Mapping in the same window.
  3. Сlick Save changes in the General settings to make sure your changes are saved.

  Default status mappings:

  Fundraise Up	Salesforce Nonprofit Cloud
  Active	Active
  Scheduled	Draft
  Paused	Active
  Retrying	Active
  Completed	Closed
  Failed	Failing
  Canceled	Lapsed

  If Salesforce Nonprofit Cloud is missing a corresponding status mentioned in our mapping rules (for example, if Paused is missing), the transaction will default to the Draft status on their end.

  We recommend that you review and configure these statuses right after you connect your Salesforce Nonprofit Cloud account to Fundraise Up.

  Whenever a recurring plan is updated in Fundraise Up — for example, if the supporter changes the donation amount or pauses the plan — those changes are automatically synced to the corresponding Gift Commitment record in Salesforce.

Control how payment methods are matched between Fundraise Up and Salesforce Nonprofit Cloud. You can use our default options or customize them:

• To set up your preferences, click Configure. This will open a settings window.
• After making your adjustments, click Apply Mapping in the same window, and then click Save Changes in the General Settings to make sure your changes are saved.

Payment methods mapping settings

If Salesforce Nonprofit Cloud is missing a corresponding payment method mentioned in our mapping rules (for example, if Venmo is missing), the transaction will default to the Unknown status on their end.

Mapping rules determine which data fields from Fundraise Up get sent to which fields in Salesforce Nonprofit Cloud.

Mapping rules tab

Fundraise Up includes predefined mappings to get you started quickly, but you can remove or modify those rules as needed. Predefined mappings cover essential fields like:

• Donation data to Gift Transaction data.
• Recurring plan details to Nonprofit Cloud's Gift Commitment fields.

To add a mapping:

1. Scroll to the bottom of the mapping rules table.
2. Click Add rule.
3. Select the Fundraise Up object (entity) and property (field) on the left.
4. Select the corresponding Salesforce entity and field on the right.
5. Save your changes.

Here’s an example of a mapping rule:

• Linking the "supporter email" field from the Donation object in Fundraise Up to the "email" property of the Person Account object in Salesforce Nonprofit Cloud.

To track supporter's mailing list consent:

1. Click Add rule.
2. Select Donation as the entity and Supporter email consent as the field on the left.
3. Map to the Salesforce Person Account entity on the right. Select the field that tracks communication preferences — for example, Do not contact.

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

To activate matching and duplicate rules:

1. In your Salesforce Nonprofit Cloud account, go to Setup.
2. In the Quick Find box on the left, search for "Matching rules" (located in the Duplicate Management section).
3. Click Activate next to the "Standard Person Account Matching Rule."
4. In the same Quick Find box, search for "Duplicate Rules" (located in the same Duplicate Management section).
5. Click on the "Standard Person Account Duplicate Rule."
6. On the page that opens, click Activate.

The Special rules tab lets you set conditions for how data is synced between Fundraise Up and Salesforce Nonprofit Cloud. These special rules use "if/then" logic: If X happens in Fundraise Up, map the value as Y in Salesforce.

• Example 1: If Campaign equals "Christmas 2025" → set Salesforce Campaign to "End of Year Giving".
• Example 2: If Designation equals "Education" → set Salesforce Campaign to "Education Fund".

To add a special rule:

1. Go to the Special rules tab.
   

   Special rules tab

2. Click Add Rule.
3. Choose the Fundraise Up condition (IF) next to the Fundraise Up logo.
4. Set the Salesforce mapping result (THEN) next to the Salesforce logo.
5. Save your changes.

Fundraise Up syncs data directly to Salesforce Nonprofit Cloud's standard objects, so your donation data works with your existing Salesforce workflows and reports.

The Account object represents both individual supporters and organizations:

• Person Account: An individual supporter.
• Business Account: An organization that donates.
• Contact: Stores contact details for the supporter.

In Fundraise Up, these are called Supporters.

Fundraise Up campaigns sync to the Campaign object in Salesforce. This enables tracking and reporting on donations by campaign.

• Salesforce object: Campaign.
• Fundraise Up equivalent: Campaign.

These objects represent recurring donations:

• Gift Commitment: The supporter’s agreement to give on a recurring basis.
• Gift Commitment Schedule: The timing and frequency of those recurring donations.

In Fundraise Up, these are called Recurring Plans.

When a recurring plan is created in Fundraise Up, it syncs to Salesforce as a Gift Commitment record with an associated Gift Commitment Schedule. Fundraise Up then creates actual donation records as Gift Transactions for each installment.

If a recurring plan is canceled by a supporter, Fundraise Up updates the data and syncs those changes to the Gift Commitment and Gift Commitment Schedule in Nonprofit Cloud. Any updates to the recurring plan — like amount changes or cancellations — are synced automatically.

You can map recurring plan data to individual Gift Transaction records if you prefer to track frequency information on each donation rather than using the full Gift Commitment functionality.

Indicates how a donation should be used or allocated.

• Salesforce object: Gift Designation.
• Fundraise Up equivalent: Designation.

These objects track financial details for donations and refunds:

• Gift Transaction: A completed donation, including one-time and recurring installments.
• Gift Refund: A refunded donation.

In Fundraise Up, these are called Donations.

Stores tribute information for donations made in honor or memory of someone.

• Salesforce object: Gift Tribute.
• Fundraise Up equivalent: Donation Tribute.

This table shows how to map Fundraise Up fields to Salesforce Nonprofit Cloud fields.

After completing your setup, choose how you want data to sync — automatically or manually. Once configured, your Salesforce Nonprofit Cloud integration works without further maintenance.

Find sync controls at the bottom of the Salesforce Nonprofit Cloud integration page in your Dashboard. These settings determine how and when data is transferred to Salesforce.

Sync options

Automatic sync (recommended)

• By default, automatic sync is disabled when you first connect to let you configure settings before data transfers begin.
• Enable this option once your settings and mapping rules are finalized.
• New donations will sync to Salesforce Nonprofit Cloud in real time.
• We recommend using automatic sync for most organizations.

Manual sync

Use manual sync when you need more control over when data transfers:

• Sync specific date ranges or your entire donation history.
• Update records in Salesforce after making changes in Fundraise Up.
• Test your integration settings with controlled data transfers.
• Make bulk corrections after updating mapping rules.

Your integration status appears in the top-right corner of the integration page:

• Activated: The integration is connected and syncing data according to your settings.
• Paused: Syncing has been temporarily stopped by an administrator.
• Disconnected: The integration is disconnected and needs to be reconnected.

The sync log provides a record of sync activity and status for each attempt.

To access the sync log:

1. Scroll to the Synced donations section.
   

   Synced donations section

2. Review the history of sync attempts, their status, and any error messages.

Each entry shows:

• When the sync occurred.
• Which records were processed.
• Success or failure status.
• Button to resync individual records if needed.

If errors occur, the log provides details to help troubleshoot the issue.

The Salesforce Nonprofit Cloud integration can be disconnected at any time. If the same Salesforce account is reconnected later, all previously configured settings and mappings are preserved.

To disconnect:

1. Scroll to the bottom of the integration page.
2. Click Disconnect.

If you encounter issues with your Salesforce Nonprofit Cloud integration:

• Check the sync log for specific error messages.
• Verify your Salesforce duplicate rules are configured correctly.
• Check if you've reached your Salesforce API limits.

For persistent issues, contact Fundraise Up support with your sync log details.