Donations
When a donation is made in the Pure Charity platform an Opportunity and a Campaign Member record will be created in the Salesforce instance following the mapping bellow.
Campaign Member
The Campaign Member record will only be created at the first donation from the user to the campaign. The Contact will always refer to a Pure Charity user, so if the donation was made by a Giving Circle then the organizer admin will be the Contact.
For recurring donations the purecharity__RecurringDonationStatus__c field is going to be updated whenever its status change in Pure Charity. So, if the donor pause/cancel/resume the recurring donation then the CampaignMember record will be updated to reflect the new status.
| Label | API Name | Type | Description |
|---|---|---|---|
| Status | Status |
Picklist | "Backer" |
| Contact | Contact |
Lookup(Contact) | Pure Charity User Contact |
| Campaign | Campaign |
Lookup(Campaign) | Pure Charity Campaign |
| Recurring Donation Status | purecharity__RecurringDonationStatus__c |
Picklist | Recurring donations current status ("active", "inactive", "cancelled" or "errored"). Empty for One time donations. |
Opportunity
| Label | API Name | Type | Description |
|---|---|---|---|
| Pure Charity ID | purecharity__Id__c |
Text(255) (External ID) (Unique Case Sensitive) | Internal Pure Charity ID |
| Opportunity Name | Name |
Text(120) | A combination of Donor and Campaign name separated by a dash (i.e.: "John Doe - Some Fundraiser") |
| Primary Campaign Source | Campaign |
Lookup(Campaign) | Pure Charity Campaign |
| Account Name | Account |
Lookup(Account) | Donor Account |
| Primary Contact | npsp__Primary_Contact__r |
Lookup(Contact) | Donor Contact (Nonprofit Starter Pack) |
| Opportunity Record Type | RecordType |
Record Type | "Pure Charity Donation" |
| Amount | Amount |
Currency(16, 2) | Donation amount |
| Lead Source | LeadSource |
Picklist | "Fundraiser" |
| Stage | StageName |
Picklist | "Closed Won" |
| Close Date | CloseDate |
Date | Donation date |
| Probability (%) | Probability |
Percent(3, 0) | "100%" |
| Type | Type |
Picklist | "Recurring" for recurring donations; "One Time" for single donation; "Refund" for refunds. |
| Anonymous Donation | purecharity__AnonymousDonation__c |
Checkbox | true when donor decided to do not share his donation amount, email, and location with the fundraiser organizer |
| Donation Notes | purecharity__Notes__c |
Long Text Area(32768) | Notes added by donor in the checkout screen |
| Payment Method | purecharity__PaymentMethod__c |
Text(255) | Type of payment used for Donation ("credit card", "ach", "check", "stock") |
| Check Serial | purecharity__CheckSerial__c |
Text(255) | Check serial number if donation was made by check |
| Check Memo | purecharity__CheckMemo__c |
Long Text Area(32768) | Check memo notes if donation was made by check |