Salesforce NPSP
Learn about Fundraise Up's integration with Salesforce Nonprofit Success Pack.
Fundraise Up includes a built-in Salesforce NPSP 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 NPSP in real time.
- Creates and updates contacts, opportunities, and recurring donations automatically.
- Uses NPSP's native objects for proper nonprofit functionality.
- Validates your mapping setup to prevent errors.
- Continues working silently after initial setup.
Available Salesforce integrations
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 — The integration described in this article, designed for organizations with the Nonprofit Success Pack installed.
- Salesforce Nonprofit Cloud — Designed for Salesforce's newest fundraising solution. Learn more →
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. The NPSP integration provides specialized functionality for nonprofit organizations, including proper handling of recurring donations through NPSP's native Recurring Donation object.
Who can manage the integration
Only users with the Organization Administrator role in your Fundraise Up Dashboard can:
- Connect the Salesforce NPSP integration.
- Modify mapping rules and settings.
- Pause or resume sync operations.
- View detailed sync logs.
How the integration works
The Salesforce NPSP integration syncs data in one direction only: from Fundraise Up to Salesforce NPSP. Data in Salesforce does not sync back to Fundraise Up.
When a donation is made, Fundraise Up sends several types of records to Salesforce NPSP:
- Contacts: A unique Contact is created for each supporter.
- Accounts: Contacts are linked to Accounts based on your Salesforce settings.
- Opportunities: Each donation creates a new Opportunity record.
- Recurring Donations: Recurring plans are synced to Salesforce NPSP using its native Recurring Donation object. Daily recurring plans are not supported by this integration. Learn why →
- Campaigns: Donations are linked to Salesforce Campaigns using rules you define in your integration settings.
- Payment — Payment details (if available).
How your data syncs
The integration offers two ways to send data to Salesforce NPSP:
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.
Sync is triggered by changes to any fields included in your mapping rules.
Handling duplicate records
Fundraise Up does not automatically remove duplicates before syncing data to Salesforce NPSP. Instead, deduplication should be handled using Salesforce's built-in tools.
Salesforce's standard Duplicate Management system works with all objects in the NPSP 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.
Lead conversion
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
Salesforce NPSP 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
When a new donation is received, Fundraise Up sends the full donation amount to the Salesforce Opportunity 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
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.
Getting started
To connect Fundraise Up with Salesforce NPSP, continue to Set up the Salesforce NPSP integration for step-by-step instructions.