Before You Get Started:
Read about the “Line Items (All)” donor data reporting tools found in the Reports Portal via a “Data Reports” link in the Nonprofit Admin Portal.
This article is for Give Lively member nonprofits that use the Give Lively for Salesforce app and that want to become familiar with the Mapped Fields in Salesforce that correspond with the updated column headers and additional data in the new “Line Items (All)” report, currently in beta. By 2026, the “Line Items (All)” on-screen report and CSV will replace the until-now usual donor data CSVs downloadable from the Nonprofit Admin Portal.
For more information about setting up the Salesforce integration, see our Salesforce integration logic and fields.
To learn more about the new “Line Item (All)” reporting tools and the transition to them, read about:
the introduction of the new “Line Items (All)” report
how there's plenty of time to adjust
navigating the new donor data reporting tools in the Nonprofit Admin Portal
how to map the old CSV donor data columns to the new Line Items (All) report.
Column in Line Items (All) CSV | Salesforce Mapped Field |
Line Item ID | Opportunity.give_lively__Donation_Id__c |
Order Date <Time Zone> | Opportunity.CloseDate |
First Name | Contact.FirstName |
Last Name | Contact.LastName |
Contact.Email | |
Covered Transaction Fee Amount | Opportunity.give_lively__Transaction_Fee_Covered_By_Donor__c |
Gross Amount | Opportunity.Amount |
Transaction Fee Amount | Opportunity.give_lively__Payment_Platform_Transaction_Fee__c |
Net Amount | Opportunity.give_lively__Net_Amount__c |
Frequency | Varies - custom mapped by admin |
Anonymous to Public | Opportunity.give_lively__Anonymous_to_Public__c |
Dedication Name | Opportunity.npsp__Honoree_Name__c |
Dedication Type | Opportunity.npsp__Tribute_Type__c |
Payment Method | Payment.npe01__Payment_Method__c |
Subscription ID | Opportunity.give_lively__Subscription_Id__c |
Donor Mailing Street (line 1) | Contact.MailingStreet |
Donor Mailing City | Contact.MailingCity |
Donor Mailing State | Contact.MailingState |
Donor Mailing Zip Code | Contact.MailingPostalCode |
Donor Phone Number | Contact.Phone |
Lead Source | Opportunity.LeadSource, Contact.LeadSource |
Page Type | Opportunity.give_lively__Page_Type__c |
Page URL | Opportunity.give_lively__Page_Url__c |
Page Slug | Opportunity.give_lively__Page_Slug__c |
Referrer URL | Opportunity.give_lively__Referrer_Url__c |
UTM Source | Opportunity.give_lively__Utm_Source__c |
Text Code Used | Opportunity.give_lively__Text_Code_Used__c |
Widget Type | Opportunity.give_lively__Widget_Type__c |
Widget URL | Opportunity.give_lively__Widget_Url__c |
Campaign ID | Opportunity.give_lively__Campaign_Id__c |
Event ID | Opportunity.give_lively__Event_Id__c |
Check Number | npe01__Check_Reference_Number__c |
Sf Opportunity ID | Opportunity.Id |