Salesforce

The PayBee + Salesforce integration allows you to connect all donor and donation data collected on PayBee to your Salesforce Nonprofit Success Pack (NPSP) or Nonprofit Cloud (coming soon) account.

In the Salesforce Nonprofit Success Pack (NPSP), Contact Mapping and Opportunity Mapping are key features that determine how data from your nonprofit’s donation or transactions reports on PayBee are translated into Salesforce records. They define how fields from incoming data on PayBee are matched to Salesforce fields on Contacts, Opportunities, and related objects. By integrating PayBee with Salesforce you can read and write your donor records and transaction data on Salesforce.

The following information can be found on this page:

• Understanding Contact Mapping and Opportunity Mapping

• Integrate PayBee With Salesforce

  • Add the PayBee Salesforce integration

  • Connect integration with Salesforce, map contacts and opportunities and activate

• Contact Mapping

  • Contact Matching

  • Update Contact Info

  • Contact Field Mapping

• Opportunity Mapping

  • Opportunity Mapping Events

  • Opportunity Field Mapping

Understanding Contact Mapping and Opportunity Mapping

Contact Mapping defines how donor or constituent information (like names, emails, and addresses) from PayBee is connected to Salesforce Contact records. When you import or sync data from PayBee, NPSP uses Contact Mapping to:

• Identify whether the person already exists in Salesforce.

• Decide how to create or update Contact records.

Similarly, Opportunity Mapping defines how donation or transaction information is connected to Salesforce Opportunity records. When a transaction is entered or imported, NPSP uses Opportunity Mapping to:

• Determine which Opportunity fields to populate.

• Connect the Opportunity to the correct Contact (via Primary Contact Role) and Account.

Integrate PayBee With Salesforce

If you'd like to access the Salesforce integration on your PayBee account, please reach out to us on [e-mail].

Add the PayBee Salesforce integration

Step 1: Find the PayBee Salesforce integration

Find the PayBee Salesforce integration by clicking here. With this, PayBee customers can connect their Non Profit Success pack and automatically create an account/contact, and an opportunity for any donations made on PayBee. The integration is priced at $9.99 per user per month.

Step 2: Login to your TrailBlazer account or continue as a guest.

To install this package, you need a Salesforce account. You can create a TrailBlazer account associated with your Salesforce account.

Step 3: Allow access to identity URL service and unique user identifiers

Step 4: Install the Salesforce package and confirm installation details

You may need to login to your Salesforce account again.

Step 5: Select the users who can access this package

Your installation should now be complete. If you're having issues, please reach out to [e-mail]

Connect integration with Salesforce, map contacts and opportunities and activate

Step 1: Connect to Salesforce

After installing the PayBee package following in the steps listed above go back to your Salesforce account and make sure you are logged in.

Step 2: Select Installation

Next, choose between the Non Profit Success Pack or Non Profit Cloud service to sync all donor and transaction data.

Step 3: Contact Mapping Preferences

Set all contact mapping preferences. To map the data, choose between matching the donor data by email only or email and full name.

Step 4: Map Contact Data

Now, map the the donor data from PayBee into the Salesforce data fields using the form displayed on the screen.

Step 5: Opportunity Matching Preferences

Set all opportunity mapping or transaction mapping preferences. You can also choose to include cash and check transactions as well as zero transactions made on PayBee.

Step 6: Map Opportunity Data

Now, map the the transaction data from PayBee into the Salesforce data fields using the form displayed on the screen.

Step 7: Activate

Finally, activate the integration to export all the donor and transaction data from PayBee into Salesforce.

Step 8: Test Integration

To test your integration, tap on the Test Send button. This will create an entry in the list of Contacts and Opportunities reports as seen below.

Once your integration is activated you can view all successful and failed transactions under the Transactions tab of your selected integration as in the example seen below.

You can also continue to manage the Contact and Opportunity Mapping by tapping on the Data Mapping tab as seen in the example below.

Any changes to the name or description of your integration, contact matching preference, contact updating preference, and preferences to include zero dollar transactions and cash/check transactions can be made by going to the Settings tab.

Contact Mapping

Contact Mapping defines how donor and attendee information from PayBee is matched to and synchronized with Salesforce Contact records. You can configure the matching criteria used to identify existing contacts and choose whether to update contact information during synchronization.

Contact Matching

Select the criteria used by the integration to match PayBee records with existing Salesforce Contacts.

Option	Description
Email	Matches Contacts using the email address only.
Email and Full Name	Matches Contacts using the combination of email address and the contact's full name.

Update Contact Info

Enable or disable the Update Contact Info setting.

• Enabled: If an existing Contact is found, the integration updates the Contact's phone number and mailing address with the latest information from PayBee.

• Disabled: Existing Contact information remains unchanged. Only new Contacts are created when no matching Contact is found.

Contact Field Mapping

The following PayBee fields are mapped to Salesforce Contact fields during synchronization. Standard Salesforce fields are populated where applicable, and custom fields are created by the integration when required.

PayBee Data Field	Salesforce Contact Field	Notes
Salutation	Salutation	Standard Salesforce field.
First Name	FirstName	Standard Salesforce field.
Last Name	LastName	Standard Salesforce field.
Email	Email	Standard Salesforce field.
Phone	MobilePhone	Standard Salesforce field. Updated only when Update Contact Info is enabled.
Street Address	MailingStreet	Standard Salesforce field. Updated only when Update Contact Info is enabled.
City	MailingCity	Standard Salesforce field.
State	MailingState	Standard Salesforce field.
Zip	MailingPostalCode	Standard Salesforce field.
Country	MailingCountry	Standard Salesforce field.
Create By PayBee	paybee_created_by_paybee__c	Custom field created by the integration to identify Contacts created by PayBee.

Opportunity Mapping

Opportunity Mapping defines how PayBee transaction data is synchronized with Salesforce Opportunities. The integration uses configurable Opportunity Mapping Events to determine when an Opportunity is created or updated, and Opportunity Field Mapping to specify which PayBee transaction fields are mapped to Salesforce Opportunity fields during synchronization. Together, these settings ensure that transaction information is accurately reflected in Salesforce throughout the transaction lifecycle.

Mapping Events

Opportunity Mapping Events define the conditions under which PayBee creates or updates a Salesforce Opportunity. Each event determines when data is synchronized and which PayBee transaction fields are mapped to the corresponding Salesforce Opportunity fields.

Event	Description	Action
Send check or cash donations	Creates or updates an Opportunity when a donation is recorded in PayBee using the Check or Cash payment method.	Create/Update Opportunity
Send transactions with zero dollars	Creates or updates an Opportunity for transactions with a total amount of $0.00, such as complimentary registrations or free event tickets.	Create/Update Opportunity
Update Opportunity when a transaction is refunded	Updates the existing Opportunity when a transaction is refunded in PayBee.	Update Opportunity
Update Opportunity when a transaction is deleted	Updates the existing Opportunity when a transaction is deleted in PayBee.	Update Opportunity
Update Opportunity when a transaction fails	Updates the existing Opportunity when a transaction changes to a failed payment status.	Update Opportunity
Send Add Guest events to the Opportunity	Sends guest registration information from PayBee to the related Salesforce Opportunity.	Update Opportunity

Field Mapping

The following PayBee transaction fields are mapped to Salesforce Opportunity fields during Opportunity synchronization. Unless otherwise noted, custom Salesforce fields (__c) are automatically created by the PayBee integration package if they do not already exist.

PayBee Data Field	Salesforce Opportunity Field	Notes
Transaction Id	paybee_transaction_id__c	Custom field created by the integration. Used to uniquely identify the PayBee transaction.
Amount	Amount	Standard Salesforce Opportunity Amount field.
Transaction Fee	paybee_transaction_fee__c	Custom field created by the integration.
PayBee Fee	paybee_paybee_fee__c	Custom field created by the integration.
User Covered Fee	paybee_user_covered_fee__c	Custom field created by the integration.
Payment Method Type	paybee_payment_method_type__c	Custom field created by the integration.
Payment Method Name	paybee_payment_method_name__c	Custom field created by the integration.
Quantity	paybee_quantity__c	Custom field created by the integration.
Tax Collected	paybee_tax_collected__c	Custom field created by the integration.
Memo	paybee_memo__c	Custom field created by the integration.
Campaign Id	paybee_campaign_id__c	Custom field created by the integration.
Campaign IntId	paybee_campaign_int_id__c	Custom field created by the integration.
Campaign Name	paybee_campaign_name__c	Custom field created by the integration.
Campaign Type	paybee_campaign_type__c	Custom field created by the integration.
Option Id	paybee_option_id__c	Custom field created by the integration.
Option Name	paybee_option_name__c	Custom field created by the integration.
Item Value	paybee_item_value__c	Custom field created by the integration.
Guest Id	paybee_guest_id__c	Custom field created by the integration.
Campaign External Id	paybee_campaign_external_id__c	Custom field created by the integration.
Transaction Type	paybee_transaction_type__c	Custom field created by the integration.
Transaction Status	paybee_transaction_status__c	Custom field created by the integration.

Things to note:

• Amount is mapped to Salesforce's standard Opportunity Amount field.

• All other fields listed with the paybee_ prefix are custom Salesforce Opportunity fields created by the PayBee integration package.

• The Transaction Id (paybee_transaction_id__c) serves as the unique identifier for matching PayBee transactions to existing Salesforce Opportunities during updates.