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
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.
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
Fundraise Up can sync up to 100 datapoints to your Salesforce database
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.
can I get help if I need it?
We can set up a screen share and have one of our integration
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.
see data in Fundraise Up that is not on your list for Salesforce. How can I get that info?
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.