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 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.

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

Add a new integration

Go to Integrations > Salesforce and tap on the Create New Integration button. Select the Environment - choose between Production and Sandbox. Enter the name of your integration and a description. You will then be navigated to integration settings.

Connect integration with Salesforce, map contacts and opportunities and activate

Step 1: Connect to Salesforce

Connect PayBee with your Salesforce account. First, go to Salesforce and login. Then, allow PayBee to access to read and write into Salesforce. See an example of the access dialog below.

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.