Raisely

Overview

This article summarises how to set up and maintain your Raisely integration.

Integration Summary

Field	Value
Product	https://raisely.com/
Method	Push (Webhooks)
Frequency	Real-Time

Demonstration Video

Integration Setup

Raisely Events

When you register your webhook in Raisely you can choose to subscribe to specific events. If you do not select any events, then Raisely will send all events through to MoveData. Often, different events will contain similar information (for example: subscription.updated and subscription.rebilled) which Administrators might want to control. The events we recommend subscribing to are:

Domain	Events
Profile	Profile Created Profile Updated Profile Deleted
Donation	Donation Created Donation Succeeded Donation Updated Donation Refunded
Subscription	Subscription Updated
Order	Order Succeeded

Integration Settings

Option	Description
Processor Version	V1: Donation Only (default) Processes all Raisely information except Orders V2: Donation & Tickets All V1 functionality plus Orders
Fee Allocation Method	Note: only available if Processor Version set to V2: Donation & Tickets Donation Only Fee allocated to Donation record Order Only (default) Fee allocated to Order record Split 50/50 Fee distributed evenly against Donation and Order records
Aggregate Order Line Items	Note: only available if Processor Version set to V2: Donation & Tickets Retain Individual Order Lines (default) Creates Opportunity Product for each ticket Combine Where Product is the Same Creates Opportunity Product for each ticket type
Facebook as Standard Donations	Offline Donation (default) Treats Facebook Donations as Offline Donations Once-Off Anonymous Donation Treats Facebook Donations as Online Donations
Use Notification over Profile for Addresses	Prioritise User Profile Data (default) Uses address from the Raisely Profile Prioritise Notification Data Uses address from the Raisely donation

Bulk Data Import

Bulk data import is available upon request. This is a custom service provided by MoveData and is delivered by MoveData Professional Services.

Requires a CSV export of Raisely donation, profile and order reports
Records will only be imported if available via the Raisely API

Please raise a ticket by emailing support@movedata.io if you require bulk data import.

Custom Fields

Where possible, all fields are mapped to the appropriate schemas. Often there are fields that do not fit explicitly into a schema and these are appended within the produced schema objects.

For Raisely these fall into three categories:

Type	Description
Special Custom Fields	Custom fields created in Raisely which automatically enact specific actions in your integration
Admin Custom Fields	All other custom fields created in Raisely
System Custom Fields	System level information made available by Raisely

Special Custom Fields

Raisely's Special fields are listed below. If fields are added with specific Field IDs, MoveData will automatically enact specific actions against those fields.

For example, if you add the field company and this field has a value, then MoveData will construct an Organisation Account record based on the company value.

Attribute Name	Field Type	Description
`address`	Address Lookup	Sets Address information against the Contact
`phone`	Phone Number	Sets Phone information against the Contact
`birthday`	Date	Sets Date of Birth information against the Contact
`company`	Text	Creates an Organisation Account for the company entered and establishes an Organisation Affiliation between the Contact and Organisation Account
`salutation`	Select Items	Sets Salutation information against the Contact

Admin Custom Fields

These are any other fields you add in Raisely which are not Special fields.

For example, if you add the field howDidYouHearAboutUs and this field has a value, then this will be made available by Raisely like:

    "data": {
      "private": {
        "howDidYouHearAboutUs": "Google",
      },

In the MoveData schema this is available as:

  "questions": [
    {
      "key": "howDidYouHearAboutUs",
      "text": "howDidYouHearAboutUs",
      "value": "Google"
    },

In the MoveData variables this is available as Questions_HowDidYouHearAboutUs: Google.

System Custom Fields

The following system level fields are automatically included in MoveData notifications:

Contact Custom Fields

Attribute Name	Description	Example
`facebookId`	Facebook User ID	`123456789`
`accessToken`	User Access Token	`88985ee81ea8cb1bfbf91fd120abdb59`
`unsubscribedAt`	Date & Time when Contact unsubscribed	`2024-01-15T10:30:00Z`
`preferredName`	User's Preferred Name	`Dan`

Campaign Custom Fields

Attribute Name	Description	Example
`type`	Raisely Profile Type	`GROUP`, `INDIVIDUAL`
`apiSource`	Raisely Notification Type	`profile.created`
`path`	URL Path	`/my-fundraiser`
`grandTotal`	Grand Total	`15000.00`
`campaignTotal`	Total for Profile	`12000.00`
`feeTotal`	Fees Paid for Profile	`450.00`
`activityTotal`	Total activity for Profile	`25`
`exerciseGoal`	Exercise goal for Profile	`100`
`exerciseGoalTime`	Time goal for Exercise for Profile	`3600`
`exerciseTotal`	Exercise for Profile	`85`
`exerciseTotalTime`	Time Exercising for Profile	`3200`

Donation Custom Fields

Attribute Name	Description	Example
`transactionId`	Raisely Transaction ID	`fa644aa0-c0be-11ee-9ab5-95d96e0fdcf0`
`apiSource`	Raisely Notification Type	`profile.created`, `profile.updated`, `donation.succeeded`
`settlementDate`	Transaction Settlement Date (when available)	`2024-02-05`
`ipAddress`	Donor IP Address	`103.85.36.147`
`ipAddressTimezone`	Timezone derived from IP Address	`Australia/Sydney`
`customerId`	Payment Gateway Customer ID	`cus_PTq5WeBEK9kyOL`
`giftAid`	UK Gift Aid Flag (when relevant)	`false`
`processorToken`	Payment Intent Token	`pi_3OesP72lDfjSkBhQ1RQ3pWox`
`transactionToken`	Balance Transaction Token	`txn_3OesP72lDfjSkBhQ1EwnXLBH`
`responseCode`	Response Code from Payment Gateway	`00`
`gatewayDescription`	Payment Gateway Transaction Description	`Donation (18275406) of AUD22.85 from Dan RG21...`
`receiptDownloadUrl`	Raisely Receipt PDF Link	`https://api.raisely.com/v3/receipt/...pdf`
`cardMethodType`	Payment Method Type	`card`, `apple_pay`, `google_pay`

Recurring Donation Custom Fields

Attribute Name	Description	Example
`status`	Original Raisely Subscription Status	`OK`, `FAILED`, `CANCELLED`, `PAUSED`

Catalog Custom Fields

Attribute Name	Description	Example
`photoUrl`	Product Photo URL	`https://image.url`
`type`	Raisely Product Type	`TICKET`
`totalSold`	Total Number Sold	`150`
`totalAvailable`	Max Number that can be Sold	`200`
`startDate`	Start Date that the Product is available for Sale	`2024-01-01`
`endDate`	Last Date that the Product is available for Sale	`2024-12-31`

Order Custom Fields

Attribute Name	Description	Example
`settlementDate`	Transaction Settlement Date (when available)	`2024-01-16`
`processorToken`	Payment Gateway Card Token	`card_abc123`
`responseCode`	Response Code from Payment Gateway	`00`
`gatewayDescription`	Payment Gateway Transaction Description	`Order via Stripe`
`receiptDownloadUrl`	Raisely Receipt PDF Link	`https://receipt.url`

Order Item Custom Fields

Attribute Name	Description	Example
`status`	Order Item Status	`CONFIRMED`
`attendanceStatus`	Attendance Status	`ATTENDED`

Other Resources

Raisely Data Fields:\ https://support.raisely.com/article/484-the-data-fields-explained