The formunauts table fundraising solution is leveraing the RaiseNow API for payment facilitation. Via the RaiseNow integration with Salesforce donations are transferred to Salesforce in real time.
In order to get the most out of the integration the following items must be configured correctly when setting up a campaign in the FormunautsApp.
Configuring Campaigns, Fundraisers and Teams
In Salesforce, configure one or more Fundraising Teams using the RaiseNow App. Note down the Salesforce ID of the object as you will need it when setting up the campaign in the FormunautsApp.
You can also configure individual fundraisers as Salesforce Contacts. You will need to provide the Salesforce ContactId for each fundraiser in the FormunautsApp. Note: Individual fundraiser data such as stored_fundraiser_firstname will not be transferred to Salesforce as this information is redundant if you supply the ContactId in Salesforce.
Within the FormunautsApp, provide the ID of the Fundraising Team as well as the individual Salesforce ContactIds for each of your fundraisers. Set Salesforce object Id as Teamname. Set the vendorId to the Salesforce ContactId for each fundraiser.
Formunauts can also reference a Salesforce campaign created for donations. For this purpose send a valid campaign id from Salesforce and the RaiseNow API Key to Formunauts Support.
RaiseNow will transfer mandate documents generated by the FormunautsApp directly to Salesforce. For this purpose a client_id and secret must be provided by Formunauts support and configured in self-onboarding by enabling the "Document Download App" and adding Formunauts credentials:
Please checkout this article on details of the integration.
Please sign in to leave a comment.