Transaction & Subscription Fields

Contact

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
Salutation	stored_customer_salutation	salutation	Valid values set by touchpoint: mx, mr, ms, mrs, other, family
FirstName	stored_customer_firstname	first_name
Email	stored_customer_email	email
LastName	stored_customer_lastname	last_name
MailingStreet	stored_customer_street	street
MailingCity	stored_customer_city	city
MailingCity	stored_customer_city	city
MailingPostalCode	stored_customer_zip_code	postal_code
MailingMailingState	stored_customer_state	region_level_1	This field may be passed by a touchpoint. But customers must implement business logic to ensure that valid integration values for the respective state and country combinations are set according to their configuration in the country picklist. Entries in the country picklist in Salesforce must be visible. RaiseNow touchpoints implement state fields according to ISO-3166-2
MailingMailingCountry	stored_customer_country	country
Phone	stored_customer_phone	phone
MobilePhone	stored_customer_mobile_phone	mobile_phone
RaiseNow__Language__c	stored_customer_language	locale
RaiseNow__Newsletter_Permission_Given__c	stored_customer_email_permission	email_newsletter_subscriptions
LeadSource	stored_customer_lead_source	lead_source	Ensure to set valid picklist values only.
Birthdate	stored_customer_birthdate	birthdate	Use standard field in Tamaro or ensure that you set the date format as 'Y-m-d', e.g. 2020-12-31.

RaiseNow__Customer__c

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
Name	-	-	firstname, lastname and 4 last digits from token
RaiseNow__Contact__c	-	-	lookup on Contact
RaiseNow__Customer_Identifier__c	customer_token	supporter_token

Opportunity

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
Name	TransactionID	Payment UUID	Will be overwritten by NPSP naming configuration.
StageName	-	-	Possible values: Closed Won, Close Lost, Pledged
Amount	-	-	amount in subunit / 100 The subunit for USD is e.g. cents, for CHF it is Rappen.
CloseDate	-	-	Current date UTC.
ContactId	-	-	Lookup to Salesforce ContactId.
npsp__Notification_Message__c	stored_customer_message message	message	Current date UTC.
RaiseNow__Donation_Receipt_Requested__c	stored_customer_donation_receipt	donation_receipt
RaiseNow__Transaction_Link__c	-	-	Link to transaction in RaiseNow viewer.
CurrencyIsoCode	currency	currency
CampaignId	stored_campaign_id	campaign_id	Must be the ID of a campaign in Salesforce.

npe01__OppPayment__c

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
npe01__Opportunity__c	-	-	Lookup on opportunity
npe01__Check_Reference_Number__c	-	Metadata of the payment in RaiseNow Hub: type: adapter group: reconciliation name: reference_number	In case of pledges with reference numbers, the payment will only be created once the corresponding payment has been done.
npe01__Payment_Amount__c	-	-	amount in subunit / 100
npe01__Payment_Method__c	-	-	Converted according to selected payment method
npe01__CreatedDate	created	created	Transaction creation date (UTC)
npe01__Paid__c	-	-	Always set to true if the payment was confirmed by the PSP
npe01__Written_Off__c	-	-	Always set to false
CurrencyIsoCode	currency	currency	Set according to transaction currency.

npe03__Recurring_Donation__c

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
Name	Subscription Token	Subscription UUID	Overwritten by NPSP Configuration
npe03__Amount__c	-	-	amount in subunit / 100
npe03__Contact__c	-	-	Lookup on contact
npe03__Installment_Period__c	interval	interval	Possible values: Monthly, Quarterly,Semestral, Yearly
npsp__Day_of_Month__c	-	-	Will be set automatically based on the evaluation of the RaiseNow cron expression
npsp__InstallmentFrequency__c	-	-	Will be set automatically based on the evaluation of the RaiseNow cron expression
CreatedDate	created	created	Created date of the subscription in RaiseNow (UTC).
npe03__Next_Payment_Date__c	-	-	Will be set automatically based on the evaluation of the RaiseNow cron expression.
CurrencyIsoCode	currency	currency	-
npe03__Recurring_Donation_Campaign__c	stored_campaign_id	campaign_id	Must be the ID of a campaign in Salesforce.

RaiseNow__Transaction__c

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
Name	-	-	Payment Method + Date
RaiseNow__Opportunity__c	-	-	Lookup on opportunity
RaiseNow__NPSP_Payment__c	-	-	Lookup on NPSP payment
RaiseNow__Business_Process_Reference__c	-	-	Lookup on RaiseNow business process reference
RaiseNow__Bank_Account__c	-	-	Lookup on RaiseNow bank account
RaiseNow__Direct_Debit_Mandate__c	-	-	Lookup on RaiseNow direct debit mandate
RaiseNow__Fundraiser__c	-	-	Lookup field on the contact object to link fundraisers to a transaction to F2F donations.
RaiseNow__Fundraising_Location_Identifier__c	-	-	String to associate a transaction with a fundraising location in the context of p2p
RaiseNow__Fundraising_Team__c	-	-	String to associate the transaction with a fundraising team (F2F, P2P)

Koalect fields

Salesforce Object field	RaiseNow Manager field	RaiseNow Hub field	Note
Opportunity.RaiseNow__Attachment__c	stored_crm_attachment	payment::raisenow_parameters::fundraising_automation::attachment
npe03__Recurring_Donation__c.RaiseNow__Attachment__c	stored_crm_attachment	subscription::raisenow_parameters::solution::fundraising_automation::attachment

Example:

{
  "koa_project_id": "03404ec3-e65d-4467-93e6-35e16e262d7f",
  "koa_project_name": "Every meter one eur",
  "koa_project_campaign_id": "0dc0e1af-aff2-4ab8-b513-52d41d551ec0",
  "koa_project_owner_id": "ffff7c20-24d4-4f3b-87d6-3c74438ebe63",
  "koa_goal_amount_subunit": 545400
}

Peer-to-Peer Fields

Salesforce Object.field	P2P	Note
Campaign.Name	stored_p2p_campaign_identifier	-
Campaign.IsActive	-	Always set to true
Campaign.ParentId	-	This will be automatically set according to the configured campaign_id on the campaign (aka purpose) in the P2P platform
Campaign.Name	stored_p2p_campaign_identifier	-
Campaign.CurrencyIsoCode	currency	-

List of Payment Methods

RaiseNow will update payment methods in NPSP with the following values on both the NSPS Payment object and the NPSP Recurring Donation object:

• American Express
• Bank Transfer
• Credit Card
• Cymba
• Diners Club
• Direct Debit
• RaiseNow DirectDebit
• Discovery
• Electronic Payment Service
• Elektronisches Lastschriftverfahren
• Japanese Credit Bureau
• Korea Cyber Payment
• Maestro
• MasterCard
• MasterPass
• PayPal Express Checkout
• PayPal Mass Pay
• PayPal REST API
• PayU
• PostFinance Card
• PostFinance E-Finance
• RaiseNow Terminal (Mobile Point of Sales)
• SEPA Direct Debit
• Direct Debit CH-DD
• Direct Debit CH-TA
• SMS Austria
• SMS Switzerland
• Sofort
• Stripe
• Swiss Payment Slip
• Swiss Payment Slip with Reference Number
• TWINT
• VISA
• Webbanking India