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Facebook

The Facebook integration automates the transfer of fundraising donation data to Salesforce through CSV file processing, creating intelligent campaign hierarchies and supporting UK Gift Aid.

Overview

The MoveData Facebook integration provides seamless data synchronisation between your Facebook fundraising activities and Salesforce. This powerful integration processes Facebook donation reports, ensuring that all donation activities and supporter information are automatically transferred to your Salesforce environment, eliminating manual data entry whilst maintaining complete data accuracy.

Key Benefits

  • Automated CSV processing of Facebook donation transaction reports
  • Intelligent campaign hierarchy management for Facebook fundraisers
  • Advanced financial tracking including fees and currency conversion
  • Support for peer-to-peer fundraising campaigns and user post donations
  • Gift Aid support for UK donations (when applicable)

Integration Summary

Field Value
Product https://facebook.com/
Method CSV File Processing
Frequency Batch Import

Supported Modes

Logic is required to map Facebook donation notifications to your Salesforce data. To quickly and easily do so, we recommend using one of the supported MoveData Extensions.

Extension Supported
Fundraising and Donations ✅
Commerce ❌

Setup

Facebook Transaction Report Export

To set up the Facebook integration, you will need to export transaction reports from Facebook's fundraising platform:

  1. Log in to your Facebook fundraising admin dashboard or Facebook Business Manager
  2. Navigate to Charitable Giving Tools or Fundraising Reports
  3. Generate and download your Transaction Report as a CSV file
  4. Ensure the export includes all required fields (see Additional Field Mappings section below)

MoveData Facebook Configuration

  1. Open the MoveData app and select the Integrations tab
  2. Click New Integration and select Facebook from the list of available integrations
  3. Add a name for your integration and click Save
  4. Configure your integration settings based on your requirements

CSV File Processing

The Facebook integration processes CSV files containing transaction data. Upload your exported Facebook transaction report through the Integrations tab in the MoveData application.

Configurable Options

There are no configurable options for the Facebook integration.

Data Migration

Data migration can be completed via the file upload functionality. You will need to download and export the relevant Facebook donation reports.

Additional Field Mappings

Campaign Hierarchy

The Facebook integration automatically creates a three-tier campaign hierarchy in Salesforce:

Tier 1: Facebook Platform Campaign
  • Name: "Facebook"
  • Type: Campaign
  • Purpose: Top-level container for all Facebook fundraising activity
Tier 2: Fundraiser Type Campaign
  • Name: Based on Fundraiser Type field (e.g., "Personal Fundraiser", "Nonprofit Fundraiser")
  • Type: Team
  • Purpose: Groups fundraisers by their Facebook category
Tier 3: Individual Fundraiser Campaign
  • Name: Based on Fundraiser Title or auto-generated from source type
  • Type: Fundraiser
  • Purpose: Represents the specific fundraising page or campaign
  • URL: Links to the Facebook fundraising page via Permalink

Reference

The following custom fields are automatically included in MoveData notifications:

Donation Custom Fields

Attribute Name Description Example
paymentId Facebook Payment ID 12345678901234
chargeTime Unix timestamp of transaction 1640995200
chargeActionType Facebook charge action type S (Successful)
receiptNumber Payment ID used as receipt reference 12345678901234
senderCurrency Original currency if different from payout USD
netPayoutAmount Net amount after Facebook fees 95.50

Campaign Custom Fields

Attribute Name Description Example
fundraiserId Extracted fundraiser ID from permalink fundraiser_id_123
sourceName Facebook source type fundraiser, donate_button_user_posts
fundraiserType Category of Facebook fundraiser Personal Fundraiser
charityId Facebook charity identifier 987654321
permalinkUrl Full URL to Facebook fundraising page https://facebook.com/fundraisers/...

Contact Custom Fields (Gift Aid)

Attribute Name Description Example
giftaidEligible Whether donation is eligible for Gift Aid true
giftaidFullName Full name for Gift Aid purposes John Smith
giftaidEmail Email address for Gift Aid receipts john@example.com
giftaidCountry Country for Gift Aid eligibility United Kingdom