Set up the Salesforce integration

Before connecting, make sure you have:

• Administrative access to your Salesforce account.
• 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 from the options.
   

4. Click Connect Salesforce — 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. Use this to test that your mapping rules work correctly before going live.
• Create accounts when creating contacts: When checked, Fundraise Up creates an Account and a Contact records in Salesforce for each unique supporter. When disabled, only Contact records are created.
  • When checked, an Account name individual setting appears. You can customize how Account names appear in Salesforce.
• 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.
• Unsubscribe supporters who don't re-consent to communication: Controls how marketing consent values are mapped for returning supporters.
  • For General consent. If a previously subscribed supporter doesn't check the consent box in their next donation, they'll no longer be mapped as subscribed. This applies only when the consent field is included in your mapping rules.
  • For Customized consent: If enabled, consent values are sent to your CRM based on your mapping rules. If disabled, consent values are not integrated into your CRM, even if mapping rules are configured.
• Create an account if a donation is made on behalf of an organization: When enabled, generates a separate Account record for organizational donations.

• Opportunity name: Customize how Opportunities (donations) are named in Salesforce using variables from the donation data.
• Opportunity stages: Map Fundraise Up's donation statuses to Salesforce Opportunity stages. You can use the drop-down menus to choose how they'll appear in Salesforce, or use our default options. Supported statuses:
  • Succeeded
  • Scheduled
  • Pending
  • Retrying
  • Refunded
  • Failed
  • Dispute

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

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:

• Supporter contact details to Contact fields.
• Donation amounts to Opportunity amounts.
• Recurring plan details to custom Recurring Plan object.

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 are some examples of possible mapping rules:

• Linking the ”supporter email” field from the Donation object in Fundraise Up to the ”email” property of the Contact object in Salesforce.

  Fundraise Up	Salesforce
  Object (entity): Donation	Object (entity): Contact
  Property (field): Supporter email	Property (field): email
  Value: example@example.com	Value: example@example.com

• Linking the ”ID” field from the Campaign object in Fundraise Up to the ”order number” property of the Opportunity object in Salesforce.

  Fundraise Up	Salesforce
  Object (entity): Campaign	Object (entity): Opportunity
  Property (field): ID	Property (field): order number
  Value: 12345678	Value: 12345678

To track supporter's mailing list consent:

1. Create a new mapping rule.
2. Select Donation as the entity and Supporter email consent as the field on the left.
3. Map to the Salesforce Contact entity on the right. Select the field that tracks communication preferences — for example, Do not contact.

The Special rules tab let you set conditions for how data is synced between Fundraise Up and Salesforce. 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.

Fundraise Up syncs data to several objects in your Salesforce instance. This section covers the main objects used for syncing: Opportunities, Contacts, and Recurring Plans.

Donations from Fundraise Up appear as Opportunities in Salesforce. Each donation creates a new Opportunity record.

To make it easier to identify and manage donations from Fundraise Up, you can add the following custom fields to the Opportunity page layout in Salesforce:

• Fundraise Up ID
• Fundraise Up Recurring ID

To add these fields:

1. In Salesforce, go to Setup > Object Manager > Opportunity > Page Layouts.
2. Click on the Page Layout Name you want to modify, and then select Fields from the list of available content types.
3. Drag the Fundraise Up fields into the layout.
   

   Highlighted Fundraise Up fields in Salesforce

4. Save your changes.

Each supporter becomes a Contact in Salesforce. If the same person donates again, the existing Contact is reused.

To see a supporter's recurring plans directly from their Salesforce Contact record, add the Recurring Plans custom field to the Contact page layout.

To add this field:

1. In Salesforce, go to Setup > Object Manager > Contact > Page Layouts.
2. Click on the Page Layout Name you want to modify, and then select Related Lists from the list of available content types.
3. Drag the Recurring Plans fields into the layout.
   

   Highlighted Recurring Plans field in Salesforce

4. Save your changes.

When you first connect Fundraise Up to Salesforce, we create a custom object called Recurring Plans in your Salesforce instance. This tracks the status and settings of recurring donation plans.

When a recurring plan record is synced from Fundraise Up to Salesforce, it creates a record in the custom Recurring Plans object in Salesforce. After that, installments associated with that recurring plan are created as opportunities and linked to that plan record in Salesforce.

Changes to a recurring plan — such as upgrades or cancellations — are also synced to Salesforce.

Recurring Plans object visibility

In some cases, the Recurring Plans object added by Fundraise Up might not be visible to some users in your Salesforce account.

If users cannot see the Recurring Plans object:

1. In Salesforce, go to Setup > Users > Profiles.
2. Select the profile you want to give access to and click Edit.
3. In the Tab Settings section, set the Recurring Plans to Default On.
   

   Highlighted Recurring Plans field in Salesforce

4. Save your changes.
5. Repeat these steps for other user profiles if needed.

Monitoring changes to recurring plans

For better tracking of changes to recurring plans, we recommend enabling field history. This lets you be aware of upgrades, downgrades, cancellations and more.

To enable field history tracking:

1. In Salesforce, go to Setup > Object Manager > Recurring Plan > Fields & Relationships.
2. Click Set History Tracking.
3. Check the Amount and Status checkboxes.
   

   Highlighted history tracking fields in Salesforce

4. Save your changes.

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

Find sync controls at the bottom of the Salesforce 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 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 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 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.
• Review our Salesforce error reference.
• Learn how your campaigns work with Salesforce.

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