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.

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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. Complete the Salesforce Help Ticket form providing "Salesforce Integration Onboarding" as your Request Reason.
  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.

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