Map donation payment methods to NPSP Payments

Create a global value set

Create a global value set that contains the Fundraise Up payment method values. You can reuse this value set in other Salesforce fields.

1. In Salesforce, go to Setup > Platform Tools > Objects and Fields > Picklist Value Sets.
2. Click New.
3. Set Label and Name to Payment method.
4. In the Values field, add these values exactly:
   1. ACH
   2. Plaid
   3. Apple Pay
   4. Google Pay
   5. Click to Pay
   6. PayPal
   7. Venmo
   8. BECS Direct Debit
   9. Bacs Direct Debit
   10. Credit Card
   11. PAD
   12. SEPA Direct Debit
   13. iDEAL
   14. TWINT
   15. EPS
   16. MobilePay
   17. DAFpay
   18. Crypto
5. Optional: Select Display values alphabetically, not in the order entered.
6. Click Save.

Create a custom Opportunity field

Create a picklist field on the Opportunity object that uses the global value set.

1. In Salesforce, go to Setup > Platform Tools > Objects and Fields > Object Manager > Opportunity > Fields & Relationships.
2. Click New.
3. Select Picklist, then click Next.
4. Set Field Label to Payment method.
5. Under Values, select Use global picklist value set.
6. Choose Payment method as the global value set.
7. Set Field Name to Payment method.
8. Under Auto add to custom report type, select Add this field to existing custom report types that contain this entity.
9. Click Next.
10. Review the field-level security settings, then click Next.
11. Choose the page layouts that display the field, then click Save.

Map the Opportunity field to NPSP Payments

Use NPSP Payment Mappings to copy the payment method from the Opportunity to its Payment records. Salesforce applies Payment Mappings to automatically created Payments and Payments created through the Payment scheduler. The mapping does not apply to manually created single Payments.

1. In Salesforce, open NPSP Settings.
2. Open Donations > Payment Mappings.
3. Click New Payment Field Mapping.
4. Under Opportunity Field, choose Payment method.
5. Under Payment Field, choose Payment Method.
6. Click Create Custom Mapping.

Add a mapping rule in Fundraise Up

Configure Fundraise Up to send the donation payment method to the custom Opportunity field.

1. In Dashboard, go to Settings > Integrations.
2. Open the Salesforce NPSP integration, then open Export (sending data to CRM).
3. Open the Mapping rules tab.
4. Click Add rule.
5. On the Fundraise Up side, select Donation > Payment method.
6. On the Salesforce NPSP side, select Opportunity > Payment method.
7. Save your changes.

Mapping result

Fundraise Up sends the payment method used at checkout to the custom Opportunity field. NPSP Payment Mappings then copy that value to the Payment Method field on the related Payment records.