How can I switch from a Salesforce integration to a Salesforce NPSP integration?

If your Fundraise Up account is currently integrated with Salesforce and you want to switch over to our specialized Salesforce NPSP integration, follow these steps. Make sure you have set up a Salesforce NPSP account before you start.

1. Disconnect your current Salesforce integration: in the Fundraise Up Dashboard, go to your main account settings, open the Integrations tab, click on Salesforce, and scroll down to find the Disconnect Salesforce button.
2. In your Salesforce account, go to Setup → Object Manager → Opportunity.
3. On the sidebar, click Fields & Relationships and find the field named FundraiseUpRecurringId__c.
4. Click the dropdown arrow next to the Fundraise Up Recurring ID field name and select Delete. A modal will appear, click Delete to finalize the process.
5. Navigate to Deleted Fields at the top of the screen and click Erase and confirm the deletion in the modal that appears.
6. Next you need to delete the FundraiseUpRecurring__c object. Go to Object Manager, find FundraiseUpRecurring__c and delete the object in the same way you deleted the field in step 4.
7. Return to the Fundraise Up Dashboard, and your integration settings. Scroll down and find the Add Integration button, and select Salesforce NPSP.
8. Run a manual synchronization by pressing the Start manual sync button at the bottom of the page.