Open MoveData from the Salesforce App Launcher. You will be presented with a configuration wizard. Click Next to get started.

MoveData will automatically start configuring the application. Note that this can take ~2 minutes to complete.

MoveData requires permission to access Salesforce. This is to facilitate the pushing of notifications from connected platforms into Salesforce. To authorise MoveData click the Authorise MoveData button.

Review permissions and allow access.

Once you have allowed access you will see a Successfully Authorised message.

Return to Salesforce and click the Next button on the Authorise MoveData wizard screen.

MoveData will detect which extensions are installed or can be installed. If your Salesforce instance is missing dependencies such as the Nonprofit Success Pack, an extension will be marked as Unavailable.

To determine which extension to install, review the integration you are connecting and install the appropriate extension(s). In most scenarios, clients will only need to install Extension: Fundraising & Donations.

If you do not install an extension via the setup wizard, you can install later by navigating to MoveData → Settings → Extensions. Click Finish when you have installed the necessary extensions.

🏁 Done? Go to Step 3: Configure Settings (5min)