Salesforce NPSP Integration

Capabilites

One Integration. Complete Visibility.

Bi-directional sync

Changes in WeGive flow to Salesforce, and vice versa. Update a recurring plan in either system—the other stays current.

Automatic donor matching

New donors create Contacts and Accounts automatically. Existing donors match by email and sync seamlessly.

Real-time giving data

Donations, recurring gifts, pledges, and designations sync to your CRM as they happen—not in overnight batches.

Campaign alignment

WeGive campaigns map directly to Salesforce campaigns. One hierarchy. Unified reporting.

Data Mapping

What Data Syncs Between WeGive and Salesforce NPSP?

WeGive syncs to standard NPSP objects out of the box. For data types NPSP doesn't support natively, our free managed package adds the objects you need.

WeGive	Salesforce	Notes
Individual Donors	Contacts
Companies	Accounts
Households	Household Accounts
Donations	Opportunities + Payments
Recurring Plans	Recurring Donations	Bi-directional management
Campaigns	Campaigns	Supports hierarchies
Campaign Members	Campaign Members
Designations/Funds	General Accounting Units (GAUs)
Allocations	Allocations
Soft Credits	Partial Soft Credits + Account Soft Credits	Both types supported
Leads	Leads
Tasks	Tasks
Pledges	wegive__Pledge__c	Managed package
Payouts	wegive__Payout__c	Managed package
Events & Registrations	wegive__Event__c + related objects	Managed package
Communication Lists	wegive__Communication_List__c	Managed package
Communication Preferences	wegive__Communication_Preference__c	Managed package
Fundraisers	wegive__Fundraiser__c	Managed package

Custom field mapping available

Need to sync to custom objects or non-standard fields? WeGive supports flexible mapping to match your org's data model.

Managed Package

WeGive Fills the Gaps in NPSP

NPSP is powerful, but it wasn't built for everything. There's no native object for pledges. No way to track payouts. No event management without buying additional products. No communication lists or preferences. WeGive's free managed package adds what's missing.

Pledges

Track multi-year commitments and pledge fulfillment with a dedicated object—not workarounds using Opportunities.

Payouts

Reconcile disbursements from WeGive to your bank, broken down by designation, revenue type, and donor type.

Events & Registrations

Manage events, tickets, and registrations in Salesforce without a separate event platform creating another data silo.

Communication Preferences

Track email, SMS, direct mail, and portal messaging consent per contact—with full list management.

Fundraisers

Sync peer-to-peer fundraiser data directly to Salesforce for reporting and stewardship workflows.

Install managed package

Free for all WeGive customers

Why WeGive

Built for Nonprofit Operations Teams

Eliminate duplicate entry

Stop copying data between systems. Sync happens automatically, bi-directional, ID-based, merges are respected—your team focuses on donors, not data entry.

Maintain Salesforce as your source of truth

WeGive enhances your CRM without replacing it. Your reporting, workflows, and processes stay in Salesforce.

Flexible field mapping

Customize which fields sync and in which direction. Match your workflows, not the other way around.

All giving channels in one place

Online donations, in-person gifts, stock transfers, checks, and event revenue all flow into Salesforce through a single integration.

Comprehensive integration logs

Monitor sync activity, troubleshoot issues, and audit data flow directly in WeGive. No black box.

Get Started

Ready to Connect WeGive to Salesforce?

Setting up the integration requires a Salesforce administrator to install the managed package and configure a Connected App. Our team will guide you through the process.

Schedule a demo

View documentation

Full Docs & Setup Guide

Step-by-step instructions for installing the managed package and configuring the integration.

View full documentation

API Documentation

For developers building custom integrations or extending the default field mappings.

View API docs

Get Help

Questions about the integration? Our support team is here to help.

Contact support

Your Salesforce Stays Current. Automatically.