Charitable Giving

Overview

The MoveData Charitable Giving integration provides seamless, automated synchronisation between your Charitable Giving workplace giving platform and Salesforce. This comprehensive integration processes Charitable Giving donation reports, ensuring that all employee donations, direct giving contributions, and supporter information are automatically transferred to your Salesforce environment, eliminating manual data entry whilst maintaining complete data accuracy.

Key Benefits

Automated Excel file processing of Charitable Giving workplace giving reports
Intelligent donation type detection supporting both regular and one-off contributions
Comprehensive donor management with support for both individual and corporate donors
Advanced banking information tracking including sort codes and account details
Flexible data processing supporting both options-based and payroll-based file exports

Integration Summary

Field	Value
Product	https://charitablegiving.co.uk/
Method	Excel File Processing
Frequency	Manual Upload

Supported Modes

Logic is required to map Charitable Giving notifications to your Salesforce data. To quickly and easily do so, we recommend using one of the supported MoveData Extensions.

Extension	Supported
Fundraising and Donations	✅
Commerce	❌

Note

The Fundraising and Donations Extension is required to process workplace giving and individual donation information in Salesforce.

Setup

Charitable Giving Report Export

To set up the Charitable Giving integration, you will need to export donation reports from your Charitable Giving platform. Contact your Charitable Giving administrator for specific instructions on how to:

Access your organisation's donation reporting functionality
Generate donation reports in Excel format
Download the complete donation report with all required fields

The exported Excel file should contain donation transaction data in Charitable Giving's standard report format.

MoveData Charitable Giving Configuration

To create your Charitable Giving Integration:

Open the MoveData app and select the Integrations tab
Click New Integration and select Charitable Giving from the list of available integrations
Add a name for your integration and click Save
Configure the Donation Date that will be used for processing uploaded files
To upload an Excel file, click the Upload File button

Excel File Processing

The Charitable Giving integration processes Excel donation files through manual upload. Upload your exported Charitable Giving donation report using the Upload File button in your integration configuration.

Important

You must set the Donation Date before uploading each file. This date will be used for all donations processed from that file upload.

Configurable Options

Option	Description
Donation Date	The date that will be applied to all donations in the uploaded file. This must be set in YYYY-MM-DD format before each file upload. The integration will validate this date and prevent processing if it's missing or incorrectly formatted.

File Format

Charitable Giving Excel files support two different report types, which are automatically detected by the integration:

Options Report Format

For direct giving and options-based donations:

DREF - Donor reference number
Reference - Donation type (e.g., "Regular Donation", "One Off Donation")
Employer - Employer organisation name
prefix - Donor title/salutation
Initial - Donor initial
Surname - Donor surname
Address 1 - First line of address
Address 2 - Second line of address
Address 3 - Third line of address
Post Code - Postal code
Sort Code - Bank sort code (masked)
AccountNo - Bank account number (masked)
Donation - Donation amount
Date Processed - Processing date (DD/MM/YYYY format)

Payroll Report Format

For workplace giving through payroll deduction:

AgencyName - Must be "Charitable Giving"
Employer Name - Employer organisation name
Title - Donor title/salutation
First Name - Donor first name
Last Name - Donor surname
Donor Email - Donor email address
Donor Tel No - Donor telephone number
Address 1 - First line of address
Address 2 - Second line of address
Address 3 - Third line of address
Postcode - Postal code
PFO - Payroll Fundraising Organisation
PFO Donor Reference Number - PFO donor reference
PGA Donor Ref Number - Payroll Giving Agency donor reference
Charity Donor Ref Number - Charity's internal donor reference
Gross Donation - Gross donation amount
Admin Charge - Administrative fees
Net Donation - Net donation after fees
Employer Matched Donation - Employer matching amount
Other Match - Other matching contributions
Total Donation to Charity - Total amount to charity
Donor Preference Post - Postal marketing preference (Yes/No)
Donor Preference Email - Email marketing preference (Yes/No)
Donor Preference Phone - Phone marketing preference (Yes/No)
Donor Preference SMS - SMS marketing preference (Yes/No)

Data Migration

Data migration can be completed via the file upload functionality. You will need to download and export the relevant Charitable Giving donation reports covering your desired historical period.

Records are processed based on the file format automatically detected by the integration
Set appropriate donation dates for each historical period
Multiple files can be uploaded to cover different time periods

Additional Field Mappings

Campaign Hierarchy

The Charitable Giving integration automatically creates a simple campaign hierarchy in Salesforce:

Top-Level Campaign:

Name: "Charitable Giving"
Type: Campaign
Purpose: Top-level container for all Charitable Giving activity

Employer Handling

The Charitable Giving integration provides sophisticated handling of employer-related donations:

Options Report Processing:

Corporate Donors: When Employer field is populated, creates organisation accounts with associated contact records
Individual Donors: When Employer field is empty, creates individual contact records
Anonymous Handling: When donor surname is missing, processes as anonymous donation

Payroll Report Processing:

Employee Donations: Processed as individual donations with employer context
Employer Matching: Separate donation records created for matched contributions
Matching Logic: Employee and employer donations are linked through matching structures
Soft Credits: Created to recognise both employee donor and employer matcher

Recurring Donation Support

Options Report:

Regular donations automatically create recurring donation schedules
Monthly frequency with donation date determining the payment day
Uses donor reference (DREF) as the recurring donation key

Payroll Report:

All payroll donations are treated as part of recurring monthly schedules
Uses PGA Donor Reference Number as the recurring donation key
Monthly frequency based on payroll cycles

Reference

The following custom fields are automatically included in MoveData notifications:

Contact Custom Fields

Attribute Name	Description	Example
`initial`	Donor initial letter	`J`

Donation Custom Fields

Options Report:

Attribute Name	Description	Example
`source`	Integration source	`"options"`
`dref`	Donor reference number	`"1153185"`
`donationType`	Type of donation	`"Regular Donation"`, `"One Off Donation"`
`employerAnonymous`	Whether employer is anonymous	`true`, `false`
`employerName`	Employer organisation name	`"Springer Verlag Ltd"`
`sortCode`	Masked bank sort code	`"xxxx47"`
`accountNo`	Masked bank account number	`"xxxxxx95"`
`friendlyName`	Human-readable notification name	`"[Charitable Giving: Options] Springer Verlag Ltd"`

Payroll Report:

Attribute Name	Description	Example
`source`	Integration source	`"payroll"`
`agencyName`	Agency name	`"Charitable Giving"`
`employerName`	Employer organisation name	`"BT Group PLC"`
`pfo`	Payroll Fundraising Organisation	`"Charitable Giving"`
`pfoDonorRefNo`	PFO donor reference number	`"CG123456"`
`pgaDonorRefNo`	PGA donor reference number	`"892090"`
`charityDonorRefNo`	Charity's internal donor reference	`"DON789"`
`totalAmount`	Total donation amount to charity	`250.00`
`friendlyName`	Human-readable notification name	`"[Charitable Giving: Payroll] BT Group PLC"`

Campaign Custom Fields

Attribute Name	Description	Example
`employerName`	Associated employer (if applicable)	`"Springer Verlag Ltd"`

Data Processing Notes

Anonymous Donation Handling:

Options reports: Anonymous when surname is missing
Payroll reports: Anonymous when donor name contains "Anonymous" or "Anon"
Company donations: Anonymous when employer name is missing or "Anonymous"

Amount Processing:

All amounts processed in GBP currency
Fee calculations handled automatically for payroll reports
Gross amounts used where available, with net amounts calculated

Address Handling:

Multi-line addresses processed into structured format
UK addresses with proper country and country code assignment
Postcode validation and standardisation

Communication Preferences:

Payroll reports include comprehensive preference tracking
Yes/No values converted to boolean flags
Support for post, email, phone, and SMS preferences

Error Handling

Common Issues:

Missing Donation Date: Integration requires donation date to be set before file upload
Invalid Date Format: Date must be in YYYY-MM-DD format
Unsupported File Format: Only Excel (.xlsx) files are supported
Missing Required Fields: Files must contain the expected column headers for automatic detection

Other Resources

Charitable Giving Platform: https://charitablegiving.co.uk/