Map MoveData to Existing Records
J
Written by James Gilray
Updated this week

If you need MoveData to "match" against existing records, then a mapping exercise must be undertaken to ensue the existing records have the necessary identifiers for MoveData to determine a match. Failure to do so may result in MoveData being unable to find a matched record and a duplicate record created as a result.

Contacts

Keys for contacts are stored on a child object called movedata__Contact_Platform_Key__c.

Salesforce Field

Comment

movedata__Contact__c

ID of the Contact Record

movedata__Platform_Key__c

ID of the Contact record in the source platform

MoveData uses your Salesforce Duplicate and Matching Rules

If a match based on platform key is not determined, MoveData will run your Duplicate and Matching rules. As such, mapping Contact records could be considered optional optional given your duplicate rules will otherwise handle contact matching.

Campaigns

Keys for campaigns are stored on the Campaign object.

Salesforce Field

Comment

movedata__Platform_Key__c

ID of the page record in the source platform

movedata__Protect_Name__c

Set True if you wish to protect the name of the mapped record in Salesforce (else, the integration may update to the name information issued by the source platform). In practice, only campaigns which represent the top level campaign in your source platform get protected.

Recurring Donations

Keys for campaigns are stored on the Recurring Donation object.

Salesforce Field

Comment

md_npsp_pack__Platform_Key__c

ID of the recurring donation record in the source platform

Opportunities

Keys for campaigns are stored on the Opportunity object.

Salesforce Field

Comment

movedata__Platform_Key__c

ID of the donation record in the source platform

Opportunity records are not commonly updated, so it is at your discretion if you choose to perform this step. The only practical scenario where Opportunity mapping comes into play is where:

  • A refund is issued for an Opportunity processed prior to MoveData (without mapping in place, the integration will be unable to find the record to refund and produce an error)

  • A change is made to an Opportunity record processed prior to MoveData (without mapping in place, the integration will create a new Opportunity record)

Platform-Specific Syntax

Because identifiers can repeat both within and across the source platforms you connect, MoveData will prefix your source platform IDs with additional information.

Facebook

PayPal Giving Fund

Sales (Raisely, Funraisin)

Raisely

All IDs are prefixed with raisely:

Object

Area

Example

Use

Contact

Person UUID

6fe7fd90-100f-11ea-b92d-574a5da4fffc

raisely:6fe7fd90-100f-11ea-b92d-574a5da4fffc

Campaign (Campaign Records)

Campaign Profile UUID

aa88bd90-562c-11eb-bf24-6bd493dd10e5

raisely:aa88bd90-562c-11eb-bf24-6bd493dd10e5

Campaign (Team and Fundraiser Profile records)

Profile UUID

74a298b0-6cdc-11eb-b501-399fd2e468ed

raisely:74a298b0-6cdc-11eb-b501-399fd2e468ed

Recurring Donation

Subscription UUID

b6f623c0-2a74-11ec-91e7-b9ad139ed3a4

raisely:b6f623c0-2a74-11ec-91e7-b9ad139ed3a4

Opportunity

Donation UUID

55f1ef50-f15f-11ee-ad05-719b0288d1dc

raisely:55f1ef50-f15f-11ee-ad05-719b0288d1dc

Funraisin'

Object

Area

Example

Use

Contact

Member ID

5478

funraisin:5478

Campaign (Event records)

Event ID

1

funraisin:event:1

Campaign (Event ID not provided)

funraisin:funraisin

Campaign (Team and Fundraiser records)

History ID

2938

funraisin:history:2938

Campaign (Page records)

Page ID

49

funraisin:page:49

Recurring Donation

Scheduled Donation ID

29

funraisin:recurring:29

Opportunity

Donation ID

860

funraisin:8680

Notes

  • Campaigns:

    • If an Event ID is provided, MoveData will create an equivalent campaign which will parent Team and Fundraiser records like My EventJoe Smith

    • If an Event ID is not provided, MoveData will parent Team and Fundraiser records under the generic Funraisin' campaign like Funraisin'Susie Wong's Bake Sale

  • Connecting Multiple Funraisin Sites:

    • If you connect multiple Funraisin sites, you should ensure a unique prefix is added for each site

      • This is because Funraisin' issues sequential IDs on a per-site basis and thus IDs could overlap between sites

    • MoveData will inject the unique prefix added into your values

    • For example, if you add the unique prefix example MoveData will use:

      • Contact: funraisin:example:5478

      • Campaign (Event): funraisin:example:event:1

      • Campaign (Team or Fundraiser): funraisin:example:history:2938

      • Etc

JustGiving

With the exception of campaigns, all IDs are prefixed with justgiving:.

For campaigns:

  • Event IDs are prefixed with justiving:event:

  • Campaign IDs are prefixed with justgiving:campaign:

  • Page IDs are prefixed with justgiving:pages:

Object

Area

Example

Use

Contact

User ID

77540128

justgiving:77540128

Campaign (Event records)

Event ID

6202476

justgiving:event:6202476

Campaign (Campaign records)

Campaign ID

fb1f8570-39e3-4253-9e0a-c2c2a16a20f9

justgiving:campaign:fb1f8570-39e3-4253-9e0a-c2c2a16a20f9

Campaign (Neither Campaign nor Event ID provided)

justgiving:justgiving

Campaign (Team and Fundraiser records)

Page ID

15337999

justgiving:pages:15337999

Recurring Donation

User ID and Recurring Mandate Creation Date

justgiving:53187580_20140909

Opportunity

Donation ID

299921264

justgiving:299921264

Notes

  • Campaigns:

    • If an Event ID or Campaign ID is provided, MoveData will create an equivalent campaign which will parent Team and Fundraiser records like London MarathonJoe Smith Runs London

    • If an Event ID or Campaign ID is not provided, MoveData will parent Team and Fundraiser records under the generic JustGiving campaign like JustGivingSusie Wong's Bake Sale

  • Recurring Donations:

    • JustGiving does not provide an ID thus the value must be derived

    • Derive the date value from Recurring Mandate Creation Date in YYYYMMDD format like 20140909

    • Combine User ID and your YYYYMMDD value with an underscore (_) like 53187580_20140909

Enthuse

All IDs are prefixed with enthuse:

Object

Area

Example

Use

Contact

Supporter ID

883591

enthuse:883591

Campaign (Enthuse Created Event)

Company ID

363

enthuse:363

Campaign (Charity Created Event)

Event Page ID

20178

enthuse:20178

Campaign (Neither Campaign nor Event record provided)

enthuse:enthuse

Campaign (Team and Fundraiser records)

PF ID

731863

enthuse:731863

Recurring Donation

Schedule ID

109375

enthuse:109375

Opportunity

Payment Transaction GUID

db71c8d5-c5a8-448c-9aee-d7d72c3fcf61

enthuse:db71c8d5-c5a8-448c-9aee-d7d72c3fcf61

Notes

Grassrootz

With the exception of campaigns, all IDs are prefixed with grassrootz:.

For campaigns:

  • Campaign IDs are prefixed with grassrootz:campaign:

  • Team IDs are prefixed with grassrootz:team:

  • Fundraiser IDs are prefixed with grassrootz:fundraiser:

Object

Area

Example

Use

Contact

AccountId

469822

grassrootz:469822

Campaign (Campaign Records)

Campaign ID

5531

grassrootz:campaign:5531

Campaign (Team records)

Team ID

13042

grassrootz:team:13042

Campaign (Fundraiser records)

Fundraiser ID

123948

grassrootz:fundraiser:123948

Recurring Donation

Subscription ID

1749

grassrootz:1749

Opportunity

Donation ID

1501852

grassrootz:1501852

TapRaise

All IDs are prefixed with tapraise:

Object

Area

Example

Use

Contact

Person UUID

a6adb3e4-9dfb-41ba-9af2-4a8326a53f84

tapraise:a6adb3e4-9dfb-41ba-9af2-4a8326a53f84

Agreement

Transaction Origin UUID

9eac2a84-8564-4be8-9c6d-2cee145c4e5f

tapraise:9eac2a84-8564-4be8-9c6d-2cee145c4e5f

Payment

Transaction UUID

ff5d091a-a37a-4ea2-a704-f0c1157e4501

tapraise:ff5d091a-a37a-4ea2-a704-f0c1157e4501

Good2Give

All IDs are prefixed with g2g:

Object

Area

Example

Use

Contact

Account

Campaign (Good2Give Parent)

g2g:good2give

Campaign (Employer Campaign Enabled)

Employer Name

google

g2g:google

Campaign (Charity Project Campaigns Enabled)

Charity Project Name

special-needs

g2g:special-needs

Campaign (Employer Campaigns and Charity Project Campaigns Enabled)

Employer Name and Charity Project Name

google and special-needs

g2g:google-special-needs

Opportunity

Notes

  • When deriving values from Employer Name and Charity Project Name, ensure you convert to lowercase and replace spaces with hyphens (-)

  • If you have Employer Campaigns and Charity Project Campaigns enabled you can derive value by combining the Employer Name and Charity Project Name with a hyphen (- where [Employer Name]-[Charity Project Name] like google-special-needs)

DoGooder

All IDs are prefixed with dogooder:

Object

Area

Example

Use

Contact

DoGooder does not have the concept of a Contact ID

Campaign

Campaign ID

612

dogooder:612

Action

Action ID

7305

dogooder:7305

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