Fundraise Up

Fundraise Up + Salesforce

Quickly sync all your Fundraise Up donor transactions, donors, and recurring plans to see your data in your Salesforce NPSP, Salesforce Enterprise or Salesforce Professional CRM in realtime.

Connect

Step 1—Link your Fundraise Up account to your Salesforce account

Once you have your Fundraise Up account, go to integrations and enter your existing Salesforce credentials.
Salesforce Integration
Salesforce Mapping
Customize

Step 2—Map your data between both systems

Donations and supporter data is automatically mapped for you. Campaigns, funds, designations, and custom fields can either be auto mapped or you can use custom rules for mapping into your Salesforce CRM.
That's it!

See Fundraise Up transactions in your Salesforce CRM

Your donation data will be automatically synced with your Salesforce CRM shortly after each donation. This includes supporter information, one-time and recurring donation details and status, as well as any refunds or failed donations.
Salesforce Dashboard
Fundraise Up can sync up to 100 datapoints to your Salesforce database

FREQUENTLY ASKED QUESTIONS

How much does it cost?
We have special pricing and white-glove onboarding for Salesforce customers. Please be sure to mention your existing Salesforce account when you speak to your customer specialist.
How long does setting up the integration take?
Assuming you already have a Salesforce account, once you have your Fundraise Up account set up (which can be done in minutes), it’s as simple as mapping some custom fields. You don’t need development resources as it is all drag and drop. Read more.
How can I get help if I need it?
We can set up a screen share and have one of our integration specialists help you.
Do I need to export or import anything?
Nope! Your donation data will be automatically synced with your Salesforce CRM shortly after each donation. This includes supporter information, one-time and recurring donation details and status, as well as any refunds or failed donations.
I see data in Fundraise Up that is not on your list for Salesforce. How can I get that info?
Any data points that are collected but don’t have a default field in Salesforce can be mapped to the custom fields in your Salesforce database. You have the option to configure which of these data points you would like to see in your Salesforce CRM.
Ready to get started?