Feature matrix
Feature | Semantics | NPC support |
---|---|---|
Online Donations | -------- | -------- |
Payment/Donation | Real time integration for one-off and recurring payments. | yes |
Subscription | Real time integration for recurring payments created on a touchpoint (all payments methods, including direct debit and QR Bill) | yes |
Swiss QR Bill | Real time integration for QR Bills collected on any RaiseNow Touchpoint. | yes |
Direct Debit payment processing | -------- | -------- |
Pain file generation request | Generate payment initiation messages for outstanding direct debit installment (pain.008) | yes |
Reversals processing | Process reversal messages in camt.054 files | yes |
Dunning | Processing of failed direct debit payments. - Standard dunning by RaiseNow e-payment - Custom dunning process implemented in Apex or Salesforce flow with support by invocable Apex methods provided by RaiseNow. | yes |
Direct Debit Data Capture Only | Collect direct debit account information on a RaiseNow touchpoint, but process direct debit payments through third party systems, independently from RaiseNow. | yes |
Referenced payment generation | Reference number generation in Salesforce (ISR, SCOR) for - Opportunities (NPSP) / Gift Transactions (NPC) - Recurring Donations (NPSP) / Gift Commitments (NPC) - Campaign Members (NPSP/NPC) - Campaings (NPSP) / Outreach Source Codes (NPC) and match payments via reconciliation services (see below) | yes (February 2025) |
Reconciliation | -------- | -------- |
Acquirer settlement reconciliation | Automatic reconciliation of acquirer settlement payouts with individual donations, including update of acquirer fees and value date (reception on the organisations bank account). This is achieved by matching acquirer payout reports with payments received in camt.053 files. | yes |
Order reconciliation for referenced payments | Fully automated matching of referenced payments to objects in Salesforce: - Opportunities (NPSP) / Gift Transactions (NPC) - Recurring Donations (NPSP) / Gift Commitments (NPC) - Campaign Members (NPSP/NPC) *Campaings (NPSP) / Outreach Source Codes (NPC) | yes |
Order matching: Direct Debit | Fully automated matching of direct debit payments based on camt.054 imports. Payments are matched automatically to Opportunities (NPSP) or Gift Transaction (NPC). | yes |
Import of unreferenced Payments | Import Gift Transactions without payment references or direct debit end-to-end identifiers into Salesforce as Gift Transactions (NPC). Execute smart matching strategies to automatically match to Accounts, Gift Commitments and Campaigns based on keywords, payment instruments and other information included in the payment record from the Camt.054 file. | yes smart matching strategies (March 2025) |
Camt File upload in Salesforce | Upload camt files manually via Salesforce or leverage Apex invocable methods provide with the RaiseNow Fundraising Kit for Non Profit Cloud. Alternatively, upload the camt file via RaiseNow REST API. | yes |
PostFinance automated camt file processing | Leverage the RaiseNow PostFinance integration, to process camt files fully automatically without any needs for manual steps. | yes |
Import | -------- | -------- |
Gift commitment import (Direct Debit) | Initiate collection via direct debit for a Recurring Donation (NPSP) or Gift Commitment (NPC) in Salesforce, either via LWC or invocable Apex method. The invocable Apex method can be called in batch context for bulk imports. | yes |
Gift commitment Management | -------- | -------- |
Up-/Downgrade | Up or downgrade the recurring amount defined on a Payment Schedule for a recurring Gift Commitment (NPC) or the amount defined on the Recurring Donation (NPSP) | yes |
Close | Close a Recurring Donation (NPSP) or Gift Commitment (NPC) | yes |
Suspend | Pause or Lapse a Recurring Donation (NPSP) or Gift Commitment Schedule (NPC) | yes |
Payment schedule changes | Change the frequency and period on a Recurring Donation (NPSP) or the Payment Schedule on a Gift Commtiment | yes |
Multi-Merchant Support | -------- | -------- |
Multi Account Setup | For complex organisations with many different regional chapters, set up one organisation in RaiseNow with multiple accounts to reflect regional chapters. Connect this organisation with your Salesforce Org to have all accounts and their payments reflected in Salesforce. Ownership of Gift Transactions and Gift Commitments is clearly identifiable in Salesforce. | yes |
Multi Organisation Setup | For organisations, that leverage one Salesforce instance to collect data from multiple RaiseNow organisations, connect all these RaiseNow organisations to the same or different Salesforce Orgs. | yes |
NPSP/NPC simultaneous integration | -------- | -------- |
Using NPSP and NPC simultaneously for verification, system integration tests or discovery. | When switching from NPSP to NPC, you may connect your RaiseNow organisation to NPSP and NPC Orgs simultaneously. This way, you can ensure NPC is correctly configured before you switch completely. | yes |