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Fundraising Kit for Salesforce NPC v0.8.0

Release Date February 25 2025

This major release delivers feature parity with our NPSP integration while also introducing a backend upgrade to version 2.0.0.

Highlights in this release:

Reconciliation processing​

RaiseNow reconciliation services automatically process bank data delivered in camt.054/.053 formats, as well as other formats from acquiring partners like Worldline (Six, PayOne) and Swisscard. Based on this data, comprehensive reconciliation reports are generated in Salesforce. These reports provide:

  1. Direct debit payments
  2. Settlement for Donations: Automated matching of acquirer payouts to individual payments.
  3. Wire Transfers: Handling of both referenced and unreferenced transactions.

These reconciliation reports are seamlessly integrated into your Salesforce Nonprofit Cloud environment via RaiseNow. You can access and review them directly in Salesforce, ensuring your financial data aligns with your fundraising operations. For guidance on configuration or any further assistance, please consult our documentation or contact our support team.

See more here: Reconciliation processing

Direct debit processing​

Supporting LSV+, PostFinance CH-DD and SEPA Direct Debit.

This update extends our direct debit capabilities by enabling both one-off and recurring payment processing. It now includes generating pain.008 formatted payment initiation messages and initiating direct debit collections for gift commitments — whether processed individually or in bulk.

While the features are available, unlocking them requires onboarding on the RaiseNow Hub side. Our dedicated support team is ready to assist you through the onboarding process, including configuring the necessary reconciliation settings. In some cases, additional packages may be required to complete the setup. Please reach out to our support team to ensure you can take full advantage of these new capabilities.

See more here:

Smart matching for wire transfers​

This release introduces our first Smart Matching strategies to automate the matching of wire transfers in Salesforce. It includes automated matching functionality for referenced wire transfers and establishes a foundation for matching payments that do not contain predefined matching identifiers.

These smart matching features are implemented directly within your Salesforce environment, enhancing the efficiency of your reconciliation process. For more details on configuration and to maximize these capabilities, please refer to our documentation or contact our support team.

See more here: Smart Matching strategies

New fields supported with this release​

  • Gift transaction

    • Matching Status
    • Matching Status Reason
    • Acquirer Payout Received
    • Value Date
    • Invoice Uuid
    • Payment Raw Data

  • Payment Request Reference on

    • Campaign member
    • Campaign
    • Outreach sourcecode

See more here: Fields shipped with the RaiseNowNPOKit

Bugs fixes and other improvements​

Swiss QR pledges via RaiseNow Manager fixed​

Previously, Swiss QR pledges created via RaiseNow Manager were incorrectly transferred as paid gift transactions. This release introduces a transaction-status-map, allowing you to define how pending payment statuses should be set on gift transactions.

This fix applies to Swiss QR pledge processing within RaiseNow Manager and Salesforce. To configure the transaction-status-map and ensure correct status handling, refer to the documentation.

See more here: transaction-status-map

Prevent changes from Salesforce connected to the non-production instance​

Previously, changes made in a Salesforce sandbox could unintentionally modify production data in connected systems, particularly when using partial sandboxes containing copied production data. This release introduces safeguards to prevent such unintended modifications, ensuring sandbox changes remain isolated.

Example: Previously, closing a Recurring Donation in a Salesforce partial sandbox connected to a production RaiseNow account could unintentionally trigger a cancellation of an active production RaiseNow subscription.

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This improvement applies to Salesforce sandbox environments integrated with RaiseNow. If you need to process production data in a sandbox for specific use cases, such as migration testing, please contact our support team for guidance and enablement.