Recurring Donation
Mapping between WeGive Recurring Plans and Salesforce Recurring Donations
Recurring Donation
The Recurring Donation mapping between WeGive and Salesforce is a critical component of the integration, enabling seamless synchronization of recurring donation plans between the two platforms. This mapping ensures that all aspects of recurring donations, from payment schedules to donor preferences, are properly tracked and maintained across both systems.
Key Concepts
The integration between WeGive Recurring Plans and Salesforce Recurring Donations is designed to provide a comprehensive solution for managing recurring donations. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Recurring Plans map to Salesforce Recurring Donations
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
- Payment schedule synchronization
Managed Package Details
- Standard object name:
npsp__Recurring_Donation__c - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
- Payment processing integration
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Payment schedule tracking
- Donor preference management
- Status monitoring
Dependencies
- Transaction synchronization
- Payment processing
- Donor management
- Campaign tracking
- Fund allocation
Field Mappings
The field mappings between WeGive Recurring Plans and Salesforce Recurring Donations are designed to ensure comprehensive data synchronization. These mappings cover all essential recurring donation information, from basic details to complex payment schedules.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
npsp__Contact__c | donor.salesforce_id | Both | No | Yes | Related donor |
npsp__Amount__c | amount | Both | No | Yes | Recurring amount |
npsp__Installment_Period__c | frequency | Both | No | Yes | Payment frequency |
npsp__Date_Established__c | start_date | Both | No | Yes | Start date |
npsp__Schedule_Type__c | schedule_type | Both | No | Yes | Schedule type |
npsp__Status__c | status | Both | No | Yes | Recurring status |
npsp__Total_Paid_Installments__c | total_paid | Both | No | Yes | Total paid count |
npsp__Total_Allocated_Amount__c | total_amount | Both | No | Yes | Total amount |
Payment Schedule Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
npsp__Next_Payment_Date__c | next_payment_date | Both | No | Yes | Next payment date |
npsp__Payment_Type__c | payment_type | Both | No | Yes | Payment method |
npsp__Card_Expiration_Month__c | card_exp_month | Both | No | Yes | Card expiration month |
npsp__Card_Expiration_Year__c | card_exp_year | Both | No | Yes | Card expiration year |
npsp__Card_Last_4__c | card_last_4 | Both | No | Yes | Last 4 digits |
Important Notes
Understanding these important aspects of the Recurring Donation integration is crucial for successful implementation and ongoing management.
Package Requirements
- WeGive Managed Package must be installed
- Standard objects must be configured
- Field-level security must be set
- User permissions must be configured
- Payment processing must be enabled
Sync Behavior
- Real-time synchronization
- Bi-directional updates
- Payment schedule tracking
- Status monitoring
- Error handling
Field Considerations
- Required fields must be mapped
- Custom fields can be added
- Field types must match
- Validation rules apply
- Default values supported
Best Practices
Following these best practices will help ensure a smooth and successful Recurring Donation integration:
Data Management
- Regular data validation
- Monitor sync status
- Check for duplicates
- Verify field mappings
- Review error logs
Integration Configuration
- Test in sandbox first
- Verify permissions
- Check field security
- Monitor performance
- Regular maintenance
Troubleshooting
- Check sync logs
- Verify connections
- Review error messages
- Test field mappings
- Contact support if needed
Common Scenarios
Understanding these common scenarios will help you effectively manage Recurring Donations across both platforms:
New Recurring Donation Creation
- Create plan in WeGive
- Sync to Salesforce
- Configure payment schedule
- Set up donor preferences
- Monitor sync status
Payment Schedule Management
- Process payments
- Update schedules
- Track status
- Monitor transactions
- Handle updates
Donor Updates
- Modify donor details
- Update preferences
- Change payment info
- Adjust schedules
- Sync changes
The Recurring Donation integration provides a robust solution for managing recurring donations across both WeGive and Salesforce, ensuring that all donation-related data is properly synchronized and maintained.