Map Salesforce fields to Line Items (All) CSV columns
Before you get started
Walkthrough
Before you get started
Walkthrough
Before you get started
Walkthrough
Become familiar with the corresponding Mapped Fields in Salesforce as they relate to the updated column headers and additional new data in the Line Items (All) report.
Before You Get Started
This article is ONLY for member nonprofits with access to the “Line Items (All)” donor data reporting tools, currently in beta. If this does not apply to you, learn how to download the current donor data CSV from the Nonprofit Admin Portal. If you are interested in gaining early access to the beta, please state as much in an email to beta@givelively.org and include the name of your nonprofit.
Video Overview
Walkthrough
This article is for Give Lively member nonprofits that use the Give Lively for Salesforce app and that want to become familiar with the Mapped Fields in Salesforce that correspond with the updated column headers and additional data in the new “Line Items (All)” report, currently in beta. By February 2024, the “Line Items (All)” on-screen report and CSV will replace the until-now usual donor data CSVs downloadable from the Nonprofit Admin Portal.
For more information about setting up the Salesforce integration, see our Salesforce integration logic and fields.
To learn more about the new “Line Item (All)” reporting tools and the transition to them, read about:
- the introduction of the new “Line Items (All)” report
- how there's plenty of time to adjust
- navigating the new donor data reporting tools in the Nonprofit Admin Portal
- how to map the old CSV donor data columns to the new Line Items (All) report.