Map Salesforce fields to Line Items (All) CSV columns

Is this article for you? It covers services only available to Give Lively member nonprofits.

Is this article for you? It covers Salesforce integration services only available to Give Lively member nonprofits.

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.

Column in Line Items (All) CSV	Salesforce Mapped Field
Line Item ID	Opportunity.give_lively__Donation_Id__c
Order Date <Time Zone>	Opportunity.CloseDate
First Name	Contact.FirstName
Last Name	Contact.LastName
Email	Contact.Email
Covered Transaction Fee Amount	Opportunity.give_lively__Transaction_Fee_Covered_By_Donor__c
Gross Amount	Opportunity.Amount
Transaction Fee Amount	Opportunity.give_lively__Payment_Platform_Transaction_Fee__c
Net Amount	Opportunity.give_lively__Net_Amount__c
Frequency	Varies - custom mapped by admin
Anonymous to Public	Opportunity.give_lively__Anonymous_to_Public__c
Dedication Name	Opportunity.npsp__Honoree_Name__c
Dedication Type	Opportunity.npsp__Tribute_Type__c
Payment Method	Payment.npe01__Payment_Method__c
Subscription ID	Opportunity.give_lively__Subscription_Id__c
Donor Mailing Street (line 1)	Contact.MailingStreet
Donor Mailing City	Contact.MailingCity
Donor Mailing State	Contact.MailingState
Donor Mailing Zip Code	Contact.MailingPostalCode
Donor Phone Number	Contact.Phone
Lead Source	Opportunity.LeadSource, Contact.LeadSource
Page Type	Opportunity.give_lively__Page_Type__c
Page URL	Opportunity.give_lively__Page_Url__c
Page Slug	Opportunity.give_lively__Page_Slug__c
Referrer URL	Opportunity.give_lively__Referrer_Url__c
UTM Source	Opportunity.give_lively__Utm_Source__c
Text Code Used	Opportunity.give_lively__Text_Code_Used__c
Widget Type	Opportunity.give_lively__Widget_Type__c
Widget URL	Opportunity.give_lively__Widget_Url__c
Campaign ID	Opportunity.give_lively__Campaign_Id__c
Event ID	Opportunity.give_lively__Event_Id__c
Check Number	npe01__Check_Reference_Number__c
Sf Opportunity ID	Opportunity.Id