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OnlineGiving.org SalesForce Integration Features
At OnlineGiving.org, we've built a platform that integrates seamlessly with SalesForce to help your church or organization manage donations with ease and accuracy. Designed for efficiency and growth, our SalesForce integration automates key processes, allowing you to focus more on your mission and less on manual data entry.
Here's a detailed look at the features that make our SalesForce integration a powerful tool for your organization:
Integrated Donation Recording
Donations made through OnlineGiving.org are automatically recorded in SalesForce with complete and accurate matching to SalesForce Nonprofit Success Pack (NPSP) records. This includes:
- NPSP Organization
- NPSP Contact
- NPSP Opportunity (donation)
- NPSP Payment
- NPSP GAU Allocation
This ensures that every donation is fully documented, organized, and easily accessible.
Integrated Check Scanning Recording
Our integration extends to check donations as well. Scanned checks are automatically recorded in SalesForce, along with detailed donor and donation distribution records. This reduces the need for manual entry and helps you keep your records up-to-date with minimal effort.
Integrated Quick Entry for Cash and Paper Check Recording
For organizations receiving cash or paper checks, our Quick Entry feature makes recording these donations faster and simpler. Just enter the details, and the integration will automatically match the donor and donation distribution records in SalesForce. This streamlines the process, allowing you to focus on what matters most, serving your community.
Automatic Refund and ACH Rejection Recording
When a refund or ACH rejection occurs, our system automatically updates SalesForce by recording it as an offset payment against the original donation. This feature ensures that your financial records are always accurate, reflecting any changes without manual updates.
Integrated New Household & Mailing Address Creation
Keeping donor information current is crucial, and our integration simplifies that process. When new donors contribute, our system can automatically create and update household and mailing address information directly in SalesForce. This feature helps maintain clean, up-to-date data for your future communications and outreach efforts.
Integrated Organizations & Individuals as Donors
Our platform supports both organizations and individuals as donors. Whether you're receiving donations from companies or individuals, our SalesForce integration ensures that each contribution is properly matched and recorded in the system. This flexibility allows you to manage a diverse donor base without any added complexity.
24/7/365 Integration Monitoring & Management
We understand that the reliability of your systems is essential. That's why our SalesForce integration is managed and monitored around the clock. Any issues with API communication are automatically addressed through incremental retries, ensuring smooth operation and preventing disruptions in your donation data flow. You can trust that your integration is always working behind the scenes, even during off-hours.
Start simplifying your donation process today. Sign up for OnlineGiving.org and let us help you manage your giving with ease.
Below, you'll find a detailed table overview of all the integrations available with MinistryPlatform. This breakdown will give you a quick and clear view of how each feature works, ensuring that you can see the full potential of our platform's capabilities.
OnlineGiving.org SalesForce Integration Features
