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GiveWP

Real-time GiveWP WordPress donation sync to Salesforce. Automates donor data, recurring gifts, and campaigns. Simple 3-step setup with full customisation support for any Salesforce org.

Overview

The MoveData GiveWP integration provides seamless, automated synchronisation between your GiveWP WordPress donation plugin and Salesforce. This powerful API integration ensures that all donation activities, donor information, recurring donations, and form data are automatically transferred to your Salesforce environment in real-time, eliminating manual data entry whilst maintaining complete data accuracy.

GiveWP is a WordPress plugin which allows WordPress administrators to easily take one-off and regular donations from their WordPress website. The GiveWP integration for Salesforce operates in real-time and conforms to Salesforce best practices enjoyed by all MoveData customers.

Key Benefits

  • Real-time API integration processing all GiveWP donation activities automatically
  • Comprehensive donor management with intelligent contact and account creation
  • Full recurring donation support with subscription lifecycle management
  • Flexible campaign hierarchy supporting GiveWP forms as Salesforce campaigns

Integration Summary

Field Value
Product https://givewp.com/
Method Push (Webhooks)
Frequency Real-Time

Supported Modes

Logic is required to map GiveWP 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 relevant to processing donation activity and donor information into Salesforce.

Setup

Setup Process

The GiveWP integration setup is straightforward and consists of three main steps:

  1. Retrieve your API Credentials in GiveWP
  2. Create your GiveWP integration in MoveData
  3. Add your MoveData Integration URL in GiveWP

GiveWP API Configuration (1/2)

To set up the GiveWP integration, you will need to obtain your GiveWP API credentials from your WordPress admin panel.

  • Obtaining API Credentials:

  • Log into WordPress Admin: Access your WordPress admin panel

  • Navigate to GiveWP: Go to GiveWP → Tools → API
  • Generate API Keys: Create a new API key with appropriate permissions
  • Note Your Credentials: Record your API Public Key and Token

  • Required Information:

  • GiveWP WordPress API URL - Your WordPress API endpoint (e.g., https://your-site.com/give-api/v1)

  • API Public Key - Your GiveWP API public key (32-character hexadecimal string)
  • API Token - Your GiveWP API token (32-character hexadecimal string)

MoveData GiveWP Configuration

  1. Open the MoveData app in Salesforce and select the Integrations tab
  2. Click New Integration and select GiveWP from the list of available integrations
  3. Add a descriptive name for your integration and click Save
  4. Enter your GiveWP credentials in the configuration screen:
  5. GiveWP WordPress API URL: Your complete API endpoint URL
  6. GiveWP API Public Key: Your 32-character public key
  7. GiveWP API Token: Your 32-character token
  8. Configure additional options as needed (see Configurable Options below)
  9. Click Save to complete the setup

GiveWP API Configuration (2/2)

  • Register Webhooks in GiveWP
  1. Log into WordPress Admin: Access your WordPress admin panel
  2. Navigate to GiveWP: Go to GiveWP → Tools → Webhooks
  3. Create your Endpoint: Enter the MoveData API endpoint with all events

The integration operates via webhooks that are automatically triggered by GiveWP events. Once your integration is configured, GiveWP will send real-time notifications to MoveData when:

  • Donations are created or status changes occur
  • Donors are created or updated
  • Subscriptions are created or modified

Configurable Options

Option Description
Form as Campaign Controls whether GiveWP donation forms are mapped to Salesforce campaigns. When enabled (default), creates a campaign hierarchy with GiveWP as the top-level campaign and individual forms as fundraiser campaigns. When disabled, only the top-level campaign is created.

Event Processing

The GiveWP integration processes three main types of webhook events:

Donor Events

  • Triggered when donor profiles are created or updated
  • Processes donor contact information, addresses, and donation history
  • Creates or updates Contact records in Salesforce

Donation Events

  • Triggered when donations are created or status changes occur
  • Only processes donations with status "publish" (completed donations)
  • Creates Opportunity records linked to appropriate campaigns and contacts

Subscription Events

  • Triggered when recurring donations are created or modified
  • Only processes subscriptions with status "active"
  • Creates Recurring Donation records with linked donation opportunities

Data Migration

Data Migration is available upon request. This is a custom service provided by MoveData and is delivered by MoveData Professional Services.

  • Requires API access to your GiveWP WordPress installation
  • Records will only be imported if available via the GiveWP API
  • Historical data available based on your GiveWP data retention policies

Additional Field Mappings

Where possible, all fields are mapped to the appropriate schemas. Often there are fields that do not fit explicitly into a schema and these are appended as custom fields. GiveWP custom form fields and payment metadata are dynamically included in the resulting notification schema.

Campaign Hierarchy

The GiveWP integration automatically creates a structured campaign hierarchy in Salesforce:

  • Default Structure (Form as Campaign Enabled):

  • Tier 1: GiveWP Platform Campaign

  • Name: "GiveWP"

  • Type: Campaign
  • Purpose: Top-level container for all GiveWP donation activity

  • Tier 2: Form Campaign

  • Name: Based on GiveWP form title (e.g., "General Donation Form")

  • Type: Fundraiser
  • Purpose: Represents individual donation forms

Organisation and Contact Handling

The GiveWP integration intelligently handles both individual and organisational donations:

  • Individual Donations:

  • Creates Person Contact records for individual donors

  • Maps donor information from GiveWP donor profiles when available
  • Falls back to donation billing information if donor profile data differs

  • Organisation Donations:

  • Detects organisational donations based on company name fields

  • Creates Organisation Account records with associated Contact records
  • Links the individual contact as the primary contact for the organisation

  • Address Processing:

  • Prioritises donor profile addresses over billing addresses

  • Creates structured address records with proper country and state mapping
  • Handles multi-line addresses appropriately

Reference

The following custom fields are automatically included in MoveData notifications:

Contact Custom Fields

Attribute Name Description Example
totalDonationCount Total number of donations made 5
totalDonationAmount Total lifetime donation value 250.00

Campaign Custom Fields

Attribute Name Description Example
slug GiveWP form URL slug donation-form-2
content Form description content Support our mission...
thumbnail Form thumbnail image available false
donationCount Number of donations received 20

Donation Custom Fields

The integration automatically maps all GiveWP payment metadata to custom fields with standardised naming:

Attribute Name Description Example
givePaymentTransactionId Payment transaction ID pi_3RPEjvHL0sT6xNX21cDY4VQp
givePaymentCurrency Payment currency AUD
givePaymentGateway Payment gateway used stripe_payment_element
givePaymentDonorId GiveWP donor ID 24
giveDonorBillingFirstName Billing first name John
giveDonorBillingLastName Billing last name Smith
givePaymentDonorEmail Donor email address donor@example.com
givePaymentDonorPhone Donor phone number +61412345678
givePaymentMode Payment mode (live/test) test
givePaymentDonorIp Donor IP address 121.45.134.85
giveAnonymousDonation Anonymous donation flag 0
giveCampaignId GiveWP campaign identifier 3
giveDonorBillingCountry Billing country AU
giveDonorBillingAddress1 Billing address line 1 123 Main Street
giveDonorBillingAddress2 Billing address line 2 Unit 4
giveDonorBillingCity Billing city Sydney
giveDonorBillingState Billing state/province NSW
giveDonorBillingZip Billing postcode 2000
giveDonationComment Donor message Great cause!
giveFeeAmount Platform fee amount 25.76
giveFeeDonationAmount Base donation before fees 500.00
giveFeeStatus Fee recovery status disabled
giveCompletedDate Donation completion timestamp 2025-05-16 03:15:19

Custom Form Field Support

GiveWP supports custom form fields which are automatically mapped to custom fields. For example, make_a_business_donation maps to custom.makeABusinessDonation.

Recurring Donation Custom Fields

Attribute Name Description Example
formId Associated GiveWP form ID 43
formName Associated form name Monthly Giving Program
initialAmount Initial subscription amount 50.00
subscriptionCount Number of payments (0 = ongoing) 0
paymentParentId Parent payment ID 79
paymentGateway Payment gateway paypal-commerce
paymentMode Payment mode (live/test) test
notes Subscription notes and history Status changed from pending to active
subscriptionToken Gateway subscription token I-C5SB6HY0J8YS
processorToken Payment processor token 4UE36038PF537405A

Payment Gateway Support

The GiveWP integration supports multiple payment gateways with intelligent processor detection:

  • Stripe Integration:

  • Automatically detects Stripe payments via stripe_payment_element

  • Maps Stripe transaction IDs and payment intents
  • Processes Stripe customer IDs and account information

  • PayPal Integration:

  • Supports PayPal Commerce Platform

  • Maps PayPal transaction IDs and subscription profiles
  • Handles PayPal recurring payment processing

  • Gateway-Agnostic Processing:

  • Falls back to generic payment processing for unsupported gateways

  • Maintains transaction IDs and gateway information
  • Preserves all payment metadata for future reference

Error Handling

  • Supported Events:

  • Only processes donations with status "publish" (completed)

  • Only processes subscriptions with status "active"
  • All other statuses are ignored with appropriate messaging

  • Data Validation:

  • Validates API credentials during configuration

  • Provides detailed error messages for configuration issues
  • Handles missing or malformed webhook data gracefully

  • Retry Logic:

  • Implements automatic retry for temporary API failures

  • Maintains detailed logging for troubleshooting
  • Provides clear error messages for permanent failures

Other Resources

GiveWP Documentation:\ https://givewp.com/documentation/

GiveWP API Documentation:\ https://givewp.com/documentation/developers/api/

GiveWP Support:\ https://givewp.com/support/