Integrate our platform with Salesforce

Give Lively offers a Salesforce integration specifically designed to complement the Salesforce Nonprofit Success Pack (NPSP). Once installed, it will automatically sync Give Lively data to Salesforce on an hourly basis.

Examples

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Before You Get Started

We highly recommend going through our testing flow to create and connect a sandbox to our staging environment. We then sync test donations for your team's review before going live. This way your nonprofit has the chance to review our logic first hand and make updates to any settings as needed. This ensures a seamless integration in production.

Video Overview

Text Walkthrough

IMPORTANT NOTE: For the time being, Give Lively does not offer a direct integration to other CRMs or donor databases beyond Salesforce. If your organization uses a different database, you can download donor data from the Nonprofit Admin Portal as a CSV file and import it into any CRM of choice.

To set up Give Lively’s Salesforce Integration, follow these steps:

  1. Confirm with your Salesforce administrator that you have a sandbox. If not, create one by following Salesforce’s guide. Any sandbox type will suffice, including the basic Developer type. IMPORTANT: We recommend triggering test donations to your sandbox before connecting your production org to Give Lively.
  2. Read through our instructions for setting up the integration.
  3. Fill out our Salesforce questionnaire and, once finished, send an email to support+salesforce@givelively.org with the subject line "<your nonprofit name> + Salesforce Integration". In the body of the email please provide the EIN of your nonprofit, the email address tied to the Admin User of the account and ensure that they have these permissions enabled.
  4. Our team will follow up with next steps to connecting your nonprofit's sandbox to our staging environment. Once prepared, we will trigger test donations for your nonprofit to review. Syncs occur hourly at half past the hour.

For reference, the Salesforce integration syncs hourly at half past the hour.

For an overview of how this integration was built, please see our Salesforce integration logic and fields guide.

Downloads

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Related Articles

Prepare for Salesforce Integration Set-Up

What you need to know and do in preparation for a Give Lively Salesforce integration.
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See our Salesforce integration logic and fields

An overview of how our Salesforce integration was built, specifically designed for the Nonprofit Success Pack.
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Exempt Give Lively Data Syncing from Salesforce Duplicate Rules

When enabled, Salesforce’s built-in duplicate prevention features can interfere with Give Lively’s ability to sync donations and contacts. Learn how to add a rule to exempt Give Lively from the duplicate rules, something we recommend.
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Test a Salesforce Integration (for Salesforce Consultants)

What consultants need to know and do to integrate Give Lively with Salesforce.
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