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Usage of the Salesforce Fundraising Business Process API & Field Mappings

RaiseNow makes extensive use of the Fundraising Business Process API provided by Salesforce. Though the integration also uses the standard REST API to interact with Salesforce, important objects are created through this API to ensure compliance with the official interpretation of the data model. This has implications for the resulting implementation:

  • Account deduplication is handled by the fundraising business process API.
  • Field mappings for GiftCommitments are largely handled by the Fundraising Business Process API.
  • Field mappings for GiftTransactions are largely handled by the Fundraising Business Process API.

With regard to the below fields mappings, please note that setting most of these fields is optional in the RaiseNow API. Client applications have a lot of freedom to set fields in the RaiseNow API, and though we work with partners to ensure as much compliance as possible, it is the responsibility of the partner to set these fields accordingly.

Field Mappings GiftCommitment for subscriptions created through the RaiseNow Hub

Introduced in versionRaiseNow HubSalesforce Fundraising BP APINote
1.0.0subscription::currencycurrencyIsoCode3-letter ISO code
1.0.0subscription::amountamountunit conversion applied
1.0.0subscription.recurring_intervaltransactionPeriodunit conversion applied
1.0.0subscription::recurring_intervaltransactionIntervalunit conversion applied
1.0.0subscription::recurring_intervaltransactionDayunit conversion applied
1.0.0subscription::createdstartDateunit conversion applied
1.0.0subscription::planned_endendDateunit conversion applied
1.0.0subscription::custom_parameters::campaign_idcampaign::idMappings stored in Salesforce campaign-map will be applied
1.0.0subscription::custom_parameters::campaign_subidoutreachSourceCode::idMappings stored in Salesforce outreach-source-code-map will be applied
1.0.0subscription::custom_parameters::is_company_donationdonor::donorTypeIf the RaiseNow value is false, a Person Account will be created in Salesforce
1.0.0supporter::crm_account_iddonor::id
1.0.0supporter::legal_entitydonor::organizationName
1.0.0supporter::first_namedonor::firstName
1.0.0supporter::last_namedonor::lastName
1.0.0supporter::phonedonor::phone
1.0.0supporter::emaildonor::email
1.0.0address-type::valuedonor::address::typeControlled through address-type configuration record in RaiseNowNPOKit__Configuration__c
1.0.0supporter::streetdonor::address::street
1.0.0supporter::citydonor::address::city
1.0.0supporter::postal_codedonor::address::postalCode
1.0.0supporter::countrydonor::address::country
1.0.0supporter::uuiddonor::accountCustomFields::RaiseNowNPOKit__SupporterUuid__c
1.0.0supporter::address_addendumdonor::accountCustomFields::RaiseNowNPOKit__SupporterAddressAddendum__c
1.0.0supporter::post_office_boxdonor::accountCustomFields::RaiseNowNPOKit__SupporterPostOfficeBox__c
1.0.0supporter::localedonor::accountCustomFields::RaiseNowNPOKit__SupporterLocale__c
1.0.0supporter::opt_in_emaildonor::accountCustomFields::RaiseNowNPOKit__OptInEmail__c
1.0.0payment_source::expiry_monthpaymentInstrument::expiryMonthunit conversion applied
1.0.0payment_source::expiry_yearpaymentInstrument::expiryYearunit conversion applied
1.0.0subscription::payment_method::payment_info::numberpaymentInstrument::last4defaults to xxxx
1.0.0payment_source::brand_codepaymentInstrument::cardBrand
1.0.0napaymentInstrument::processorNameAlways RaiseNow
1.0.0payment_source::metadata::payment_info::wallet_typepaymentInstrument::digitalWalletProvider
1.0.0payment_source::uuidpaymentInstrument::processorPaymentReference
1.0.0payment_source::payment_providerpaymentInstrument::gatewayName
1.0.0payment_source::provider_payment_source_idpaymentInstrument::gatewayReference
1.0.0payment_source::payment_methodpaymentInstrument::typeMappings stored in Salesforce payment-instrument-map will be applied
1.0.0subscription::raisenow_parameters::integration::messagegiftCommitmentCustomFields::RaiseNowNPOKit__DonorMessage__c
1.0.0subscription::raisenow_parameters::integration::donation_receipt_requestedgiftCommitmentCustomFields::RaiseNowNPOKit__DonationReceiptRequested__c
1.0.0subscription::raisenow_parameters::fundraising_automation::crm_fundraiser_identifiergiftCommitmentCustomFields::RaiseNowNPOKit__CrmFundraiserIdentifier__c
1.0.0subscription::raisenow_parameters::fundraising_automation::marketing_locationgiftCommitmentCustomFields::RaiseNowNPOKit__MarketingLocation__c
1.0.0subscription::raisenow_parameters::analytics::channelgiftCommitmentCustomFields::RaiseNowNPOKit__AnalyticsChannel__c
1.0.0subscription::raisenow_parameters::analytics::preselected_amountgiftCommitmentCustomFields::RaiseNowNPOKit__AnalyticsPreselectedAmount__c
1.0.0subscription::raisenow_parameters::analytics::suggested_amountsgiftCommitmentCustomFields::RaiseNowNPOKit__AnalyticssuggestedAmounts__c
1.0.0subscription::raisenow_parameters::subscription::product::source_urlgiftCommitmentCustomFields::RaiseNowNPOKit__ProductSourceUrl__c
1.0.0subscription::raisenow_parameters::solution::namegiftCommitmentCustomFields::RaiseNowNPOKit__SolutionName__c
1.0.0subscription::raisenow_parameters::solution::uuidgiftCommitmentCustomFields::RaiseNowNPOKit__SolutionUuid__c
1.0.0https://hub.raisenow.com/#/subscriptions/{{subscription::uuid}}giftCommitmentCustomFields::RaiseNowNPOKit__SubscriptionLink__c
1.0.0subscription::raisenow_parameters::solution::product::namegiftCommitmentCustomFields::RaiseNowNPOKit__ProductName__c
1.0.0subscription::raisenow_parameters::solution::fundraising_automation::attachmentgiftCommitmentCustomFields::RaiseNowNPOKit__Attachment__c
1.0.0subscription::custom_parameters::cover_transaction_feegiftCommitmentCustomFields::RaiseNowNPOKit__CoverTransactionFee__c
1.0.0subscription::raisenow_parameters::cover_fee::amountgiftCommitmentCustomFields::RaiseNowNPOKit__CoverTransactionFeeAmount__cunit conversion applied
1.0.0subscription::account_uuidgiftCommitmentCustomFields::RaiseNowNPOKit__AccountUuid__c
1.0.0subscription::uuidgiftCommitmentCustomFields::RaiseNowNPOKit__SubscriptionUuid__c

Field Mappings GiftTransaction for payments created through the RaiseNow Hub

Introduced in versionRaiseNow HubSalesforce Fundraising BP APINote
1.0.0payment::last_statustransactionStatusMappings stored in Salesforce cpayment-instrument-map will be applied
1.0.0payment::last_status_timestampreceivedDateUnit conversion applied
1.0.0payment::currency_identifiercurrencyIsoCode
1.0.0payment::aisenow_parameters::fundraising_automation::crm_commitment_identifiercommitmentIdOptional parameter to automatically map a payment to the designated GiftCommiment
1.0.0payment::amountamountUnit conversion applied
1.0.0payment::raisenow_parameters::cover_fee::amountdonorCoverAmountUnit conversion applied
1.0.0payment::uuidprocessorReference
1.0.0payment::::pricing::feesprocessorTransactionFeeUnit conversion applied
1.0.0payment::provider_payment_idgatewayReference
1.0.0payment::metadata::adapter::payment:fee_amountgatewayTransactionFeeUnit conversion applied
1.0.0payment::raisenow_parameters::reference_codes::qr_referencepaymentIdentifier
1.0.0payment::custom_parameters::campaign_idcampaign::idMappings stored in Salesforce campaign-map will be applied
1.0.0payment::custom_parameters::campaign_subidoutreachSourceCode::idMappings stored in Salesforce outreach-source-code-map will be applied
1.0.0subscription::custom_parameters::is_company_donationdonor::donorTypeIf the RaiseNow value is false, a Person Account will be created in Salesforce
1.0.0supporter::crm_account_iddonor::id
1.0.0supporter::legal_entitydonor::organizationName
1.0.0supporter::first_namedonor::firstName
1.0.0supporter::last_namedonor::lastName
1.0.0supporter::phonedonor::phone
1.0.0supporter::emaildonor::email
1.0.0address-type::valuedonor::address::typeControlled through address-type configuration record in RaiseNowNPOKit__Configuration__c
1.0.0supporter::streetdonor::address::street
1.0.0supporter::citydonor::address::city
1.0.0supporter::postal_codedonor::address::postalCode
1.0.0supporter::countrydonor::address::country
1.0.0supporter::uuiddonor::accountCustomFields::SupporterUuid__c
1.0.0supporter::address_addendumdonor::accountCustomFields::SupporterAddressAddendum__c
1.0.0supporter::post_office_boxdonor::accountCustomFields::SupporterPostOfficeBox__c
1.0.0supporter::localedonor::accountCustomFields::SupporterLocale__c
1.0.0supporter::opt_in_emaildonor::accountCustomFields::OptInEmail__c
1.0.0payment::payment_methodpaymentInstrument::typeMappings stored in Salesforce payment-instrument-map will be applied
1.0.0payment::metadata::request::payment_info::cardholderpaymentInstrument::accountHolderName
1.0.0payment::metadata::request::payment_info::expiry_monthpaymentInstrument::expiryMonth
1.0.0payment::metadata::request::payment_info::expiry_yearpaymentInstrument::expiryYear
1.0.0payment::metadata::request::payment_info::numberpaymentInstrument::last4
1.0.0payment::brand_codepaymentInstrument::cardBrand
1.0.0payment::wallet_typepaymentInstrument::digitalWalletProvider
1.0.0RaiseNowpaymentInstrument::processorName
1.0.0payment::uuidpaymentInstrument::processorPaymentReference
1.0.0payment::payment_providerpaymentInstrument::gatewayName
1.0.0payment::provider_payment_idpaymentInstrument::gatewayReference
1.0.0payment::raisenow_parameters::integration::messagegiftTransactionCustomFields::RaiseNowNPOKit__DonorMessage__c
1.0.0payment::raisenow_parameters::integration::donation_receipt_requestedgiftTransactionCustomFields::DonationReceiptRequested__c
1.0.0payment::raisenow_parameters::fundraising_automation::crm_fundraiser_identifiergiftTransactionCustomFields::RaiseNowNPOKit__CrmFundraiserIdentifier__c
1.0.0payment::raisenow_parameters::fundraising_automation::marketing_locationgiftTransactionCustomFields::RaiseNowNPOKit__MarketingLocation__c
1.0.0payment::raisenow_parameters::analytics::channelgiftTransactionCustomFields::RaiseNowNPOKit__AnalyticsChannel__c
1.0.0payment::raisenow_parameters::analytics::preselected_amountgiftTransactionCustomFields::RaiseNowNPOKit__AnalyticsPreselectedAmount__c
1.0.0payment::raisenow_parameters::analytics::suggested_amountsgiftTransactionCustomFields::RaiseNowNPOKit__AnalyticsSuggestedAmounts__c
1.0.0payment::raisenow_parameters::product::source_urlgiftTransactionCustomFields::RaiseNowNPOKit__ProductSourceUrl__c
1.0.0payment::raisenow_parameters::solution::namegiftTransactionCustomFields::RaiseNowNPOKit__SolutionName__c
1.0.0payment::raisenow_parameters::solution::uuidgiftTransactionCustomFields::RaiseNowNPOKit__SolutionUuid__c
1.0.0https://hub.raisenow.com/#/transactions/{{payment_uuid}}giftTransactionCustomFields::RaiseNowNPOKit__TransactionLink__c
1.0.0payment::raisenow_parameters::product::namegiftTransactionCustomFields::RaiseNowNPOKit__ProductName__c
1.0.0payment::raisenow_parameters::fundraising_automation::attachmentgiftTransactionCustomFields::RaiseNowNPOKit__Attachment__c
1.0.0payment::custom_parameters::cover_transaction_feegiftTransactionCustomFields::RaiseNowNPOKit__CoverTransactionFee__c
1.0.0payment::account_uuidgiftTransactionCustomFields::RaiseNowNPOKit__AccountUuid__c

Field Mappings GiftCommitment for transactions created through the legacy RaiseNow Manager

Introduced in versionRaiseNow Manager TransactionSalesforce Fundraising BP APINote
1.1.0currencycurrencyIsoCode3-letter ISO code
1.1.0amountamountunit conversion applied
1.1.0recurring_intervaltransactionPeriodunit conversion applied
1.1.0recurring_intervaltransactionIntervalunit conversion applied
1.1.0recurring_intervaltransactionDayunit conversion applied
1.1.0createdstartDateunit conversion applied
1.1.0stored_campaign_idcampaign::idMappings stored in Salesforce campaign-map will be applied
1.1.0stored_campaign_subidoutreachSourceCode::idMappings stored in Salesforce outreach-source-code-map will be applied
1.1.0stored_customer_companydonor::donorTypeIf this property is set, a Business Account will be created in Salesforce
1.1.0stored_crm_account_identifierdonor::id
1.1.0stored_customer_companydonor::organizationName
1.1.0stored_customer_firstnamedonor::firstName
1.1.0stored_customer_lastnamedonor::lastName
1.1.0stored_customer_mobile_phonedonor::phone
1.1.0stored_customer_emaildonor::email
1.1.0address-type::valuedonor::address::typeControlled through address-type configuration record in RaiseNowNPOKit__Configuration__c
1.1.0stored_customer_street + stored_customer_street_numberdonor::address::street
1.1.0stored_customer_citydonor::address::city
1.1.0stored_customer_zip_codedonor::address::postalCode
1.1.0stored_customer_countrydonor::address::country
1.1.0stored_customer_languagedonor::accountCustomFields::RaiseNowNPOKit__SupporterLocale__c
1.1.0stored_customer_email_permissiondonor::accountCustomFields::RaiseNowNPOKit__OptInEmail__c
1.1.0napaymentInstrument::processorNameAlways RaiseNow
1.1.0epp_transaction_idpaymentInstrument::processorPaymentReference
1.1.0payment_providerpaymentInstrument::gatewayName
1.1.0payment_methodpaymentInstrument::typeMappings stored in Salesforce payment-instrument-map will be applied
1.1.0bank_namepaymentInstrument::bankName
1.1.0ibanpaymentInstrument::bankAccountNumber
1.1.0stored_customer_salutationgiftCommitmentCustomFields::RaiseNowNPOKit__SupporterSalutation__c
1.1.0stored_customer_messagegiftCommitmentCustomFields::RaiseNowNPOKit__DonorMessage__c
1.1.0stored_customer_donation_receiptgiftCommitmentCustomFields::RaiseNowNPOKit__DonationReceiptRequested__c
1.1.0stored_crm_fundraiser_idgiftCommitmentCustomFields::RaiseNowNPOKit__CrmFundraiserIdentifier__c
1.1.0stored_marketing_location_identifiergiftCommitmentCustomFields::RaiseNowNPOKit__MarketingLocation__c
1.1.0subscription::raisenow_parameters::analytics::channelgiftCommitmentCustomFields::RaiseNowNPOKit__AnalyticsChannel__c
1.1.0stored_rnw_analytics_preselected_amountgiftCommitmentCustomFields::RaiseNowNPOKit__AnalyticsPreselectedAmount__c
1.1.0stored_rnw_analytics_suggested_amountsgiftCommitmentCustomFields::RaiseNowNPOKit__AnalyticssuggestedAmounts__c
1.1.0stored_rnw_source_urlgiftCommitmentCustomFields::RaiseNowNPOKit__ProductSourceUrl__c
1.1.0https://manage.raisenow.com/epayment/transactions/{{epp_transaction_id}}giftCommitmentCustomFields::RaiseNowNPOKit__SubscriptionLink__c
1.1.0stored_rnw_product_namegiftCommitmentCustomFields::RaiseNowNPOKit__ProductName__c
1.1.0stored_crm_attachmentgiftCommitmentCustomFields::RaiseNowNPOKit__Attachment__c
1.1.0stored_cover_transaction_feegiftCommitmentCustomFields::RaiseNowNPOKit__CoverTransactionFee__c
1.1.0stored_rnw_cover_fee_amountgiftCommitmentCustomFields::RaiseNowNPOKit__CoverTransactionFeeAmount__cunit conversion applied
1.1.0merchant_configgiftCommitmentCustomFields::RaiseNowNPOKit__AccountUuid__c
1.1.0epp_transaction_idgiftCommitmentCustomFields::RaiseNowNPOKit__SubscriptionUuid__c
1.1.0chqr_refnogiftCommitmentCustomFields::RaiseNowNPOKit__PaymentRequestReference__c

Field Mappings GiftTransaction for transactions created through the legacy RaiseNow Manager

Introduced in versionRaiseNow HubSalesforce Fundraising BP APINote
1.1.0statustransactionStatusMappings stored in Salesforce cpayment-instrument-map will be applied
1.1.0createdreceivedDateUnit conversion applied
1.1.0currencycurrencyIsoCode
1.1.0stored_crm_commitment_identifiercommitmentIdOptional parameter to automatically map a payment to the designated GiftCommiment
1.1.0amountamountUnit conversion applied
1.1.0stored_rnw_cover_fee_amountdonorCoverAmountUnit conversion applied
1.1.0epp_transaction_idprocessorReference
1.1.0payment::::pricing::feesprocessorTransactionFeeUnit conversion applied
1.1.0datatrans_upptransaction_id | stripe_payment_intent_id | paypal_transaction_idgatewayReference
1.1.0paypal_transaction_fee_amountgatewayTransactionFeeFees other than PayPal may be added in subsequent operations through the RaiseNow reconciliation licensing option
1.1.0stored_campaign_idcampaign::idMappings stored in Salesforce campaign-map will be applied
1.1.0stored_campaign_subidoutreachSourceCode::idMappings stored in Salesforce outreach-source-code-map will be applied
1.1.0stored_customer_companydonor::donorTypeIf a value is set, a Business Account will be created
1.1.0stored_crm_account_identifierdonor::id
1.1.0stored_customer_companydonor::organizationName
1.1.0stored_customer_firstnamedonor::firstName
1.1.0stored_customer_lastnamedonor::lastName
1.1.0stored_customer_mobile_phonedonor::phone
1.1.0stored_customer_emaildonor::email
1.1.0address-type::valuedonor::address::typeControlled through address-type configuration record in RaiseNowNPOKit__Configuration__c
1.1.0stored_customer_street + stored_customer_street_numberdonor::address::street
1.1.0stored_customer_citydonor::address::city
1.1.0stored_customer_statedonor::address::state
1.1.0stored_customer_zip_codedonor::address::postalCode
1.1.0stored_customer_countrydonor::address::country
1.1.0stored_customer_address_addendumdonor::accountCustomFields::RaiseNowNPOKit__SupporterAddressAddendum__c
1.1.0stored_customer_poboxdonor::accountCustomFields::RaiseNowNPOKit__SupporterPostOfficeBox__c
1.1.0stored_customer_languagedonor::accountCustomFields::RaiseNowNPOKit__SupporterLocale__c
1.1.0stored_customer_email_permissiondonor::accountCustomFields::RaiseNowNPOKit__OptInEmail__c
1.1.0stored_customer_salutationdonor::accountCustomFields::SupporterSalutation__c
1.1.0payment_methodpaymentInstrument::typeMappings stored in Salesforce payment-instrument-map will be applied
1.1.0card_holder_namepaymentInstrument::accountHolderName
1.1.0expypaymentInstrument::expiryMonth
1.1.0expmpaymentInstrument::expiryYear
1.1.0masked_ccpaymentInstrument::last4
1.1.0n/apaymentInstrument::processorNameAlways set to RaiseNow
1.1.0bank_namepaymentInstrument::bankName
1.1.0ibanpaymentInstrument::bankAccountNumber
1.1.0epp_transaction_idpaymentInstrument::processorPaymentReference
1.1.0payment::uuidpaymentInstrument::processorPaymentReference
1.1.0payment_providerpaymentInstrument::gatewayName
1.1.0datatrans_upptransaction_id | stripe_payment_intent_id | paypal_transaction_idpaymentInstrument::gatewayReference
1.1.0payment_method | stripe_source_brandpaymentInstrument::cardBrand
1.1.0stored_customer_messagegiftTransactionCustomFields::RaiseNowNPOKit__DonorMessage__c
1.1.0stored_customer_donation_receiptgiftTransactionCustomFields::RaiseNowNPOKit__DonationReceiptRequested__c
1.1.0stored_crm_fundraiser_idgiftTransactionCustomFields::RaiseNowNPOKit__CrmFundraiserIdentifier__c
1.1.0stored_marketing_location_identifiergiftTransactionCustomFields::RaiseNowNPOKit__MarketingLocation__c
1.1.0stored_rnw_analytics_preselected_amountgiftTransactionCustomFields::RaiseNowNPOKit__AnalyticsPreselectedAmount__c
1.1.0stored_rnw_analytics_suggested_amountsgiftTransactionCustomFields::RaiseNowNPOKit__AnalyticsSuggestedAmounts__c
1.1.0stored_rnw_source_urlgiftTransactionCustomFields::RaiseNowNPOKit__ProductSourceUrl__c
1.1.0https://manage.raisenow.com/epayment/transactions/{{epp_transaction_id}}giftTransactionCustomFields::RaiseNowNPOKit__TransactionLink__c
1.1.0stored_rnw_product_namegiftTransactionCustomFields::RaiseNowNPOKit__ProductName__c
1.1.0stored_crm_attachmentgiftTransactionCustomFields::RaiseNowNPOKit__Attachment__c
1.1.0stored_cover_transaction_feegiftTransactionCustomFields::RaiseNowNPOKit__CoverTransactionFee__c
1.1.0merchant_configgiftTransactionCustomFields::RaiseNowNPOKit__AccountUuid__c
1.1.0chqr_refnoPaymentRequestReference__c