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

Become familiar with the corresponding Mapped Fields in Salesforce as they relate to the updated column headers and additional data in the Line Items (All) report.

Before you get started

Video Overview

Walkthrough

Before you get started

Video Overview

Walkthrough

Before you get started

Video Overview

Walkthrough

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Before You Get Started

Read about the “Line Items (All)” donor data reporting tools found in the Reports Portal via a “Data Reports” link in the Nonprofit Admin Portal.

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 April 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:

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

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