For organizations that wish to sync Salesforce Nonprofit Success Pack with Philantro, an integration is provided that syncs transactions and donor data in near real-time with optional one-off and batch syncing. Should an error occur during syncing, mostly as a result of duplication rules, a Sync Error notification is delivered to the email address associated with the Salesforce account.
Philantro first attempts to find a matching record before creating a new one. This same method is used for Account Households, Contacts, Opportunities and Campaigns.
Philantro provides custom data mapping for organizations that deviate from the standard Salesforce Nonprofit Success Pack setup. Despite being able to control what data is mapped to what fields, the data available for mapping is restricted to Salesforce NPSP's default data mapping - i.e. Transaction Data, Donor Data, Household and Campaign.
The Salesforce record type commonly associated with donor household.
The Salesforce record type commonly associated with the donor.
The Salesforce record type commonly associated with the transaction.
The Salesforce record type that ties the contact and the opportunity together.
The Salesforce record type commonly associated with the designation of the funds.
When responding to support tickets, we will always refer to these support topics first and we encourage all organizations to do the same. However, should any issue not be addressed, please write in and we'll gladly respond and perhaps add it here.
Before creating a new contact record, Philantro attempts to find existing records using the donor's email address, first name.
Yes. If multiple donors give using the same mailing address, Philantro will automatically assign them to the same Account record.
For all transactions via Philantro, the Lead Source is listed as Philantro.
Opportunities are named after their corresponding Philantro Charge ID.
When you reassign the designation of a donation in Philantro, you will need to manually sync the transaction to update it in Salesforce. It does not happen automatically.