Step 3: Configure Settings (5min) | MoveData Help Center

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Step 3: Configure Settings (5min)

Step 3: Configure Settings (5min)

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Written by James Gilray

Updated over a week ago

Open MoveData from the Salesforce App Launcher and click Settings.

General Settings

Configure your General Settings:

Setting	Description
Authorised User	The Salesforce user MoveData runs under
Error Notifications Email Address	The email address MoveData will send error notifications to (should you receive a failure when processing information into Salesforce)
Logging	Controls the quantity and quality of information written to the Execution Log (useful when modifying integrations). We recommend you set `Log Sensitive Data` to `True` and `Log Level` to `INFO: Default Reporting`.

Extension-Specific Settings

Configure your Extension-Specific Settings.

Note

Recommended settings are covered below
For a detailed explanation of all settings see [Coming Soon] MoveData Settings
Make sure you click the Update button after configuring settings for a certain section

Anonymous Contact

Setting	Recommendation
Anonymous Contact	Create and link an Anonymous Contact

Accounts

Setting	Recommendation
Disable Platform Key Match	Set `False: Match on Platform Key`
Disable Salesforce Duplicate Match	Set `False: Perform Duplicate Match`
Skip Type	Set `True: Skip Type`
Default Type Value	Leave `[Empty]`

Contacts

Setting	Recommendation
Disable Platform Key Match	Set `False: Match on Platform Key`
Disable Salesforce Duplicate Match	Set `False: Perform Duplicate Match`
Ignore Address	Set `False: Set Address`
Determine Address Field	Set `True: Mailing Address`
Overwrite all Address Fields when Updating	Set `False: Only update fields in notification`
Ignore Address Fields when not Empty	Set `False: Update address field with changes`
Inherit Account Address	Set `False: Do not use Address from Account`
Ignore Phone	Set `False: Set Phone`
Skip DoNotContact	Set `True: Skip DoNotContact`
Ignore Email	Set `False: Set Email`

Campaigns

Setting	Recommendation
Ignore Campaign Name	Set `False: Set Generated Campaign Name`
Suppress Campaign Status generation	Set `False: MoveData to determine Status`
Ignore Type	Set `False: Skip Type`
Default Type Value	Leave `[Empty]`
Suppress Questions for Campaigns	Set `True: Do not generate Questions`

Campaign Members:

Setting	Recommendation
Create Fundraising-specific Campaign Members	Set `True: Generate Campaign Members`
Delete existing Campaign Member statuses	Set `False: Co-exist with existing Campaign Member statuses`

Donations

Setting	Recommendation
Ignore Offline Donations	Set `True: Do not process Offline Donations`
Ignore Failed Donations	Set `True: Do not process Failed Donations`
Do not mark as Private	Set `False: Do not mark as Private`
Create Soft Credit	Set `True: Create Opportunity Contact Role (Soft Credit)`
Suppress Questions for Donations	Set `True: Do not generate Questions`
Subtract Platform Fee from Amount	Set `False: Use Amount as provided`

Recurring Donations

Setting	Recommendation
Days Offset for matching to Opportunities	Leave `5`

Orders

Applicable to the Commerce Extensions only:

Setting	Recommendation
Process Offline Orders	Set `False: Do not process Offline Orders`
Exclude Platform Fee from Opportunity Products	Set `False: Include Platform Fee`

🏁 Done? Go to Step 4: Configure Duplicate Rules (5min)