WEBINAR RECORDING: Operationalizing Gratitude: Effective and Timely Thank Yous for Increased Donor Retention. Watch >>

Data mapping from Soapbox Donations to payment processor and Salesforce

created

The following is a table showing the data mapping of a donation transaction from Soapbox Donations to the payment processor and Salesforce.

As you'll see, the different fields for first name and last name in the Contact Information and payment sections of the form are stored in different places. While the majority of time, these are the same, if you are having trouble reconciling data between your payment processor and Salesforce, it is helpful to search for the email address in Salesforce for a transaction in the payment processor. This field is consistent between the two by design.

Data Salesforce Payment Processor
Contact Information:
First Name
Yes - To Lead & mapped to new Contact. Does not update existing Contact. No
Contact Information:
Last Name
Yes - To Lead & mapped to new Contact. Does not update existing Contact. No
Contact Information:
Email Address
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. Yes
Contact Information:
Phone, if enabled
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. No
Contact Information:
Organization, if enabled
Yes - To Lead in Company standard field. Creates new Account with this name, if no matching Contact exists. Does not update Contact, if matching Contact exists. No
Custom Fields #1 - 4, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Anonymous, if enabled Yes - To Lead in Anonymous Donation field and mapped to Opportunity on conversion No
Newsletter Sign Up, if enabled Yes - To Lead in Newsletter Opt In field to trigger workflow to update associated fields on Lead for mapping to Contact No
Amount Yes - To Lead in Donation Payment Amount field and mapped to Opportunity on conversion Yes
Payment Frequency Yes - To Lead as Soapbox Donation or Soapbox Recurring Donation record type and mapped to Opportunity record type Yes
Campaign Yes - To Lead for inclusion as Campaign Member. On conversion, makes Contact a Campaign Member and associates Opportunity with Campaign No
Tribute Type (In Honor or In Memory), if enabled Yes - To Lead and mapped to Opportunity on conversion No
Tribute Name, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Type, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification First Name, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Last Name, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Email, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Mailing Address, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Mailing City, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Mailing State, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Mailing Postal Code, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Mailing Country, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Notification Message, if enabled Yes - To Lead and mapped to Opportunity on conversion No
Payment Form:
Form of Payment
Yes - To Lead and mapped to Opportunity on conversion Yes, if credit card
Payment Form:
First Name
No Yes
Payment Form:
Last Name
No Yes
Payment Form:
Credit Card Number, Expiration Date, and Security Code
Yes, in part - Credit Card Expiration Month,
Credit Card Expiration Year and Credit Card Last Four Digits saved to Lead & mapped to Opportunity
Yes
Payment Form:
Billing Address
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. Yes
Transaction Description Yes - To Lead and mapped to Opportunity on conversion Yes, except for Braintree which doesn't capture Transaction Description
Transaction ID Yes - To Lead and mapped to Opportunity on conversion Yes. Generated by payment processor.
Subscription ID Yes - To Lead and mapped to Opportunity on conversion Yes. Generated by payment processor.
Transaction Date Yes - To Lead and mapped to Opportunity on conversion Yes
Receipt Sent (date of transaction) Yes - To Lead and mapped to Opportunity on conversion No
Thank You Sent (date of transaction) Yes - To Lead and mapped to Opportunity on conversion No
Transaction Status Yes - To Lead and mapped to Opportunity on conversion Yes. Generated by payment processor.
IP Address Yes - To Lead and mapped to Opportunity on conversion No

 

Have more questions? Submit a request
Article is closed for comments.