Overview

Support

Welcome to WeGive's documentation and guides, where we provide detailed resources for technically inclined customers and partners.

Introduction

WeGive Documentation

Learn about Salesforce Nonprofit Success Pack (NPSP) and how it connects with WeGive to power a full marketing automation platform for you marketing team, a fundraising platform for your development team, and an impact-based portal with self-serve functionality for your donor services teams. WeGive is the missing piece for established IT teams at Nonprofits on Salesforce NPSP. 

Introduction to Salesforce NPSP

Prerequisites and setup requirements for the WeGive Salesforce integration

Setup Requirements

Technical details and implementation patterns for our Salesforce NPSP integration

Technical Implementation Guide

Detailed documentation of our Salesforce NPSP data models and integration patterns

Data Models & Integration

Detailed configuration options for the WeGive Salesforce integration

Configuration Options

Detailed explanation of important nuances in the WeGive Salesforce integration

Important Integration Nuances

Comprehensive mapping between Salesforce NPSP objects and our donor experience platform

Data Mapping Overview

Comprehensive documentation of object mappings between WeGive and Salesforce

Detailed Object Mappings

Mapping between WeGive Donors and Salesforce Accounts

Account

Mapping between WeGive Donors and Salesforce Contacts

Contact

Mapping between WeGive Campaigns and Salesforce Campaigns

Campaign

Mapping between WeGive Campaign Donors and Salesforce Campaign Members

Campaign Member

Mapping between WeGive Transactions (Payments in the UI) and Salesforce Opportunities and Payments.

Opportunity & Payment

Documentation regarding WeGive and Salesforce Lead object integration

Lead

Documentation regarding WeGive and Salesforce Task object integration

Task

Opportunity payment

Mapping between WeGive Recurring Plans and Salesforce Recurring Donations

Recurring Donation

Mapping between WeGive Funds and Salesforce General Accounting Units (GAUs) and Allocations

GAU & Allocation

Mapping between WeGive Soft Credits and Salesforce Soft Credits

Soft Credits

Mapping between WeGive Pledges and Salesforce custom Pledge objects

Pledge

Mapping between WeGive Payouts and Salesforce custom Payout objects

Payout

Mapping between WeGive Communication Lists and Preferences to Salesforce custom objects

Communication Lists & Preferences

Detailed mapping documentation for WeGive Events, Tickets, and Registrations to Salesforce custom objects

Events, Tickets & Registrations

Mapping between WeGive Campaign Fundraisers and Salesforce Campaign Fundraisers

Fundraiser

Learn about Bloomerang CRM and how it integrates with the WeGive donor management platform

Introduction to Bloomerang

Prerequisites and requirements for setting up the WeGive Bloomerang integration

Bloomerang Setup Requirements

Detailed configuration settings and options for the WeGive Bloomerang integration

Important considerations and behaviors of the WeGive Bloomerang integration

Integration Nuances

Comprehensive mapping between Bloomerang CRM objects and WeGive donor platform data structures

Bloomerang Data Mapping Overview

Detailed mapping between WeGive donors and Bloomerang constituents

Constituent Mapping

Detailed mapping between WeGive transactions and Bloomerang transaction records

Transaction Mapping

Detailed mapping between WeGive funds and Bloomerang fund objects

Fund Mapping

Learn about Virtuous CRM and how it integrates with the WeGive donor management platform

Introduction to Virtuous

Prerequisites and requirements for setting up the WeGive Virtuous integration

Virtuous Setup Requirements

Understanding the differences between Virtuous integration V1 and V2, including migration considerations

Version Differences: V1 vs V2

Detailed configuration settings and options for the WeGive Virtuous integration

Comprehensive mapping between Virtuous CRM objects and WeGive donor platform data structures

Virtuous Data Mapping Overview

Detailed mapping between WeGive donors and Virtuous contacts, including V1 and V2 differences

Contact Mapping

Detailed mapping between WeGive transactions and Virtuous gift records

Gift Mapping

Detailed mapping between WeGive funds and Virtuous project objects

Project Mapping

Setup requirements

Configuration options

Constituent

Gift

Fund

Recurring gift

Communication list

Learn about Planning Center and how it integrates with the WeGive donor management platform

Introduction to Planning Center

Prerequisites and requirements for setting up the WeGive Planning Center integration

Planning Center Setup Requirements

Detailed configuration settings and options for the WeGive Planning Center integration

Important considerations and behaviors of the WeGive Planning Center integration

Comprehensive mapping between Planning Center modules and WeGive donor platform data structures

Planning Center Data Mapping Overview

Detailed mapping between WeGive donors and Planning Center person records with contact information

Person Mapping

Detailed mapping between WeGive transactions and Planning Center donation records with batch processing

Donation Mapping

Connect WeGive with DonorPerfect to automatically sync donor data, transactions, and recurring donations between platforms.

DonorPerfect Integration Overview

Prerequisites and configuration steps needed to set up the WeGive DonorPerfect integration.

Learn how to configure sync settings and preferences for your DonorPerfect integration.

Understand platform-specific behaviors, limitations, and best practices for the DonorPerfect integration.

Detailed field mapping for donor profiles between WeGive and DonorPerfect systems.

Donor Data Mapping

Detailed field mapping for transactions and gifts between WeGive and DonorPerfect systems.

Transaction Data Mapping

Detailed field mapping for recurring donations and pledges between WeGive and DonorPerfect systems.

Recurring Donation Mapping

Detailed field mapping for funds and GL codes between WeGive and DonorPerfect systems.

Fund Data Mapping

Learn about Neon CRM and how it integrates with the WeGive donor management platform

Introduction to Neon CRM

Prerequisites and requirements for setting up the WeGive Neon CRM integration

Neon CRM Setup Requirements

Detailed configuration options and settings for the WeGive Neon CRM integration

Neon CRM Configuration Options

Important behaviors, limitations, and considerations for the WeGive Neon CRM integration

Neon CRM Integration Nuances

Comprehensive mapping between Neon CRM objects and WeGive donor platform data structures

Neon CRM Data Mapping Overview

Detailed mapping between Neon CRM account objects and WeGive donor records

Neon Account Mapping

Detailed mapping between Neon CRM donation objects and WeGive transaction records

Neon Donation Mapping

Detailed mapping between Neon CRM campaign objects and WeGive campaign records

Neon Campaign Mapping

Detailed mapping between Neon CRM recurring donation objects and WeGive scheduled donation records

Neon Recurring Donation Mapping

Detailed mapping between Neon CRM address objects and WeGive donor address records

​Overview

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Overview

Related Documentation

Support