Amanahfy

Connecting Salesforce NPSP sends your Amanahfy data into Salesforce, so your CRM stays the single view of your supporters. You choose how Amanahfy fields map to your Salesforce objects, and you monitor sent from records from the Sync Center.

You need the Integrations permission. Go to Settings → Integrations to check your access.

You need a Salesforce NPSP org and permission to connect an external application.

Decide whether to connect your test or live Salesforce environment first.

- You need the Integrations permission. Go to Settings → Integrations to check your access.
- You need a Salesforce NPSP org and permission to connect an external application.
- Decide whether to connect your test or live Salesforce environment first.

Find the CRM Integrations section.

Click Connect on the Salesforce NPSP card.

Choose Connect to Salesforce Test Environment for a Sandbox login, or Connect to Salesforce Live Environment for a Production login.

Sign in to Salesforce and authorize the connection.

1. Go to Settings → Integrations.
2. Find the CRM Integrations section.
3. Click Connect on the Salesforce NPSP card.
 
 
 
4. Choose Connect to Salesforce Test Environment for a Sandbox login, or Connect to Salesforce Live Environment for a Production login.
 
 
 
5. Sign in to Salesforce and authorize the connection.

We suggest connecting your test environment first. Check that a donation lands correctly before connecting live.

Field mapping decides where each piece of Amanahfy data lands in Salesforce. You define the specific object and field.

The Sync Center shows the records sent to Salesforce. You can confirm a donation arrived or spot failed syncs here.

Map your fields before syncing a large history. Correcting records in Salesforce later takes more time.

- Map your fields before syncing a large history. Correcting records in Salesforce later takes more time.

<a href="https://help.amanahfy.com/en/articles/15986012-export-data">Export data </a>· <a href="https://help.amanahfy.com/en/articles/15986158-activecampaign">ActiveCampaign</a> · <a href="https://help.amanahfy.com/en/articles/15986187-n30-and-generic-crm-feeds">N30</a> · <a href="https://help.amanahfy.com/en/articles/15985981-donations">Donations</a>

Sync your donations and donors into Salesforce Nonprofit Success Pack.

Salesforce (NPSP)

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Salesforce (NPSP)

Before you start

Connect Salesforce

Map your fields

Check what's synced

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