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Quickstart

Overview

Get your MoveData integration up and running in Salesforce in 30-60 minutes. This guide follows the exact process demonstrated in our setup video, walking you through a complete integration with Raisely as an example.

Follow along with James Kent as he demonstrates the setup process.

What You'll Accomplish

By completing this quickstart, you'll have:

  • ✅ MoveData installed and authorised in your Salesforce org
  • ✅ Raisely (or your chosen platform) connected
  • ✅ Live demonstration of donations flowing automatically into Salesforce
  • ✅ Understanding of how MoveData transforms fundraising data into Salesforce records

Before You Begin

Tip

We strongly recommend using a Sandbox environment while learning about MoveData, as shown in the video.

  • Time Required: 30-60 minutes

  • Prerequisites:

  • Salesforce Administrator permissions with either Nonprofit Success Pack (NPSP) or Nonprofit Cloud

  • Raisely account (free to set up) or access to your existing fundraising platform
  • You can sign up for Raisely at https://admin.raisely.com/start.
  • Payment gateway setup if using Raisely (Stripe test account works for demonstration)
  • You can sign up with Stripe at https://dashboard.stripe.com/register.

The Quickstart Setup Process

Step 1: Install MoveData

Video timestamp: 2:50

  • Quick Actions:

  • Visit the Salesforce AppExchange and search for "MoveData"

  • Click "Get It Now" and select your Salesforce environment
  • Choose "Install for Admins Only"
  • Click "Install" and grant access when prompted

  • Wait 3-5 minutes for installation to complete

  • ✅ Success Check: MoveData appears under Setup → Installed Packages and in your App Launcher

Step 2: Complete Setup Wizard

Video timestamp: 3:31

  • Quick Actions:

  • Open MoveData from the App Launcher - this will start the configuration wizard

  • Wait for automatic configuration to complete (\~2 minutes)
  • Click "Authorise MoveData" to grant OAuth permissions
  • Review permissions and click "Allow" in the popup window

  • Return to Salesforce and click "Next"

  • Extension Installation:

  • Install the extension that matches your Salesforce setup:

  • NPSP: Install "Extension: Fundraising & Donations"
  • Nonprofit Cloud: Install "MoveData Nonprofit Cloud Extensions"
  • Click "Install" and wait for completion

  • Click "Finish" when extensions are installed

  • ✅ Success Check: Wizard shows "Successfully Authorised" and your extension appears in Installed Packages

Step 3: Configure Duplicate Rules (5 minutes)

Video timestamp: 5:16

  • Critical Configuration Step: You must modify Salesforce duplicate rules to work with MoveData.

Important

If duplicate rules remain set to "Alert", MoveData will fail to process records when duplicates are detected.

  • Quick Actions:

  • Navigate to Setup → Duplicate Management → Duplicate Rules

  • For each rule (Contact, Account, etc.):
  • Change "Alert" to "Report" for both "Operation on Create" and "Operation on Edit"

  • This prevents MoveData from failing when duplicates are detected

  • ✅ Success Check: All duplicate rules show "Report" instead of "Alert"

  • Need Help? Detailed duplicate rules guide →

Step 4: Create Your Integration

Video timestamp: 6:14

These instructions explain how to get going using Raisely. If you wish to use another integration, please select it from the New Integration dialog and follow the appropriate integration guide.

  • Quick Actions:

  • In MoveData, navigate to the "Integrations" tab

  • Click "New Integration"
  • Select "Raisely" (or your chosen platform)

  • Enter a name for your integration and click "Next"

  • [Raisely] Get Your API Key:

  • In Raisely: Go to Settings → API & Webhooks

  • Copy your API Key
  • Return to Salesforce and paste the API key
  • Configure processor options (use defaults for quickstart)

  • Click "Save"

  • [Raisely] Configure Webhook:

  • Copy the MoveData endpoint URL from your integration

  • Return to Raisely → Settings → API & Webhooks
  • In the "Add a Webhook" section:
  • Paste the MoveData URL
  • Select these events (as shown in video):
    • Profile Created
    • Profile Updated
    • Profile Deleted
    • Donation Created
    • Donation Succeeded
    • Donation Updated
    • Donation Refunded
    • Subscription Updated

  • Click "Add Webhook"

  • [Raisely] Payment Gateway Setup:

  • In Raisely: Go to Settings → Payments and Receipts

  • Set up Stripe (test mode is fine for demonstration)

  • This enables donations to be processed

  • ✅ Success Check: If using Raisely, a skipped notification should be visible in the Notification List View; this is a test connection notification from Raisely.

Step 5: Process a Test Donation

Video timestamp: 8:47

  • Create a Fundraiser:

  • Navigate to your Raisely donation site

  • Click "Fundraise as an individual"
  • Set up a test fundraiser (e.g., "Dean Jones" as shown in video)

  • Complete the fundraiser profile setup

  • Make a Test Donation:

  • Navigate to the fundraiser's page

  • Make a donation using test details:
  • Amount: $55 (or any amount)
  • Set as recurring if desired
  • Use test card: 4242 4242 4242 4242, future expiry, 123 CVC

  • Complete the donation process

  • ✅ Success Check: Donation is successful and you can see a profile and donation notification in the MoveData Notification List View.

Step 6: Verify Results in Salesforce (5 minutes)

Video timestamp: 10:52

  • Check Your Data:

  • Return to MoveData → Notifications tab

  • You should see notifications for:
  • Profile creation (fundraiser)

  • Donation processing (donor)

  • Verify Salesforce Records:

  • Contact Record: Donor contact created with correct details

  • Campaign Record: Fundraiser's campaign/page created
  • Gift/Opportunity Record: Donation record with:
  • Correct amount ($55 + platform fee in video example)
  • Linked to donor contact
  • Attributed to fundraiser's campaign

  • Recurring schedule if applicable

  • ✅ Success Check: All records are created correctly and relationships are established

🎉 Congratulations!

You've successfully completed the MoveData setup! As demonstrated in the video, you now have real-time data synchronisation flowing from your fundraising platform directly into Salesforce.

What's Next?

Immediate Actions

  • [ ] Test additional scenarios - Try different donation amounts and types
  • [ ] Monitor notifications - Watch the Notifications tab for any issues
  • [ ] Explore the data - Click through the created records to understand the data model

Expand Your Integrations

  • [ ] Connect other platforms - Set up integrations with additional fundraising tools
  • [ ] Customise mappings - Add custom fields or business logic as needed

Advanced Features

  • Marketing Attribution - Track campaign sources and UTM parameters
  • Refund Processing - Handle donation refunds automatically
  • Custom Business Rules - Use Lightning Flows for organisation-specific logic