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Configurations propagated to RaiseNow

Configurations with the context default will be propagated to RaiseNow. These settings will be used when the RaiseNow integration layer translates a donation message to the Salesforce NPC data model.

outreach-source-code-map​

This entry maps the campaign_subid provided in a RaiseNow touchpoint to a valid OutReachSourceCode in Salesforce. As the OutReachSourceCode is the most specific property to identify the source of a particular donation, it is the recommended configuration option.

Automatic update

Except for the wildcard entry, you may set RaiseNowNPOKit__SourceCodeKey__c to automatically update the outreach-source-code-map.

Example - replace with appropriate values for your Salesforce Org and RaiseNow touchpoints:

{
  "REPLACEME": "SF_ID",
  "*": "SF_ID"
}

* denotes a wildcard value that defines the corresponding OutReachSourceCode as fallback for all unspecified values.

campaign-map​

This entry maps the campaign_id provided in a RaiseNow touchpoint to a valid Campaign in Salesforce. If a touchpoint provides both campaign_id and campaign_subid the campaign_subid/OutReachSourceCode will be preferred over the campaign_id.

Automatic update

Except for the wildcard entry, you may set RaiseNowNPOKit__CampaignKey__c to automatically update the campaign-map.

Example - replace with appropriate values for your Salesforce Org and RaiseNow touchpoints:

{
  "REPLACEME": "SF_ID",
  "*": "SF_ID"
}

salutation-map​

RaiseNow touchpoints will set two values that allow you to define the correct salutation for your accounts - language and salutation code. The language will be provided as 2-letter ISO code. Supported values for the salutation in RaiseNow are: mx, mr, ms, mrs, other, family, none

The below example maps these value to

{
  "de": {
    "family": "family",
    "mr": "Mr.",
    "mrs": "Mrs.",
    "ms": "Ms.",
    "mx": "Mx.",
    "none": "none",
    "other": "other"
  },
  "en": {
    "family": "family",
    "mr": "Mr.",
    "mrs": "Mrs.",
    "ms": "Ms.",
    "mx": "Mx.",
    "none": "none",
    "other": "other"
  },
  "fr": {
    "family": "family",
    "mr": "Mr.",
    "mrs": "Mrs.",
    "ms": "Ms.",
    "mx": "Mx.",
    "none": "none",
    "other": "other"
  },
  "it": {
    "family": "family",
    "mr": "Mr.",
    "mrs": "Mrs.",
    "ms": "Ms.",
    "mx": "Mx.",
    "none": "none",
    "other": "other"
  },
  "unknown": {
    "family": "family",
    "mr": "Mr.",
    "mrs": "Mrs.",
    "ms": "Ms.",
    "mx": "Mx.",
    "none": "none",
    "other": "other"
  }
}

payment-instrument-map​

Map RaiseNow payment methods as set by RaiseNow touchpoints to payment instruments in Salesforce. The RaiseNow payment method must be mapped to a valid, active value for the picklist field in PaymentInstrument.Type in the Salesforce object configuration.

{
  "card": "Credit Card",
  "sepa_dd": "SEPA Direct Debit",
  "paypal": "Paypal"
}
  • Current Salesforce default values: Credit Card, ACH, SEPA Direct Debit, iDeal, Bancontact, BACS Debit, BECS Debit, Paypal, Venmo, Wallet
  • RaiseNow payment method are listed here.

transaction-status-map​

Map RaiseNow status codes to valid values for the GiftTransaction.Status picklist field. Possible RaiseNow status codes are pending, succeeded, failed, refunded, partially_refunded, reversed

{
  "succeeded": "Paid",
  "created": "Pending",
  "reversed": "Fully Refunded",
  "failed": "Failed",
  "pending": "Unpaid"
}

address-type​

Use this configuration to define a valid Salesforce address type to be used in the Fundraising Business Process API. This must be a valid value in Salesforce according to the picklist in Address.AddressType.

default-update-logic​

Use this configuration to define the behaviour for the Salesforce Fundraising Business Process API when detecting duplicate accounts in Salesforce. Check the Salesforce documentation for valid values.

reconciliation-source​

Use this configuration to define a bank account for which you want to upload a CAMT file. It is possible to define multiple reconciliation-sources. Please inform RaiseNow support to configure it also on backend side for receiving CAMT files.

  • Configuration Name: Recognizable name for which Bank account you want to upload a CAMT file to RaiseNow
  • Context: reconciliation-source (always)
  • Value: The reconciliation_source_identifier as uuid provided by RaiseNow during Reconciliation onboarding

payment-method-profile​

Use this configuration to define a payment-method-profile for Direct Debit processing. It is possible to define multiple payment-method-profiles. Please inform RaiseNow support to configure it also on backend side for Direct Debit processing.

UUIDs

payment-method-profile uuid, pain008_job_configuration_uuid & account_uuid are provided by RaiseNow during onboarding.

  • Configuration Name: Recognizable name for which payment method (LSV+, PostFinance CH-DD and SEPA Direct Debit) and which bank account to define a payment method profile.
  • Context: payment-method-profile (always)
  • Value:
{
  "uuid": "69ed10cc-5d6b-400c-8d49-f916ce8ab4b4",
  "payment_method": "CH-DD",
  "pain008_job_configuration_uuid": "4dfaccf2-821c-40b7-8034-340cd9cdaeb4",
  "is_default": "true",
  "account_uuid":"6f50059a-d605-46b4-b1ab-a97d7a2faa75"
}