Push Configuration

Last updated: April 29, 2026

Push syncs send data from WeGive to Salesforce in near real-time (within a few minutes of a change). Each data type has its own toggle on the Sync Configuration tab that can be enabled or disabled independently.

Entity Toggles

The following push toggles are available under Entity Pull & Push:

Push toggles available on the Sync Configuration tab:


Toggle	What It Syncs
Push donors	Individual supporters as Person Accounts
Push households	Household records as Household Accounts
Push companies	Organization supporters as Organization Accounts
Push campaigns	WeGive campaigns to the standard Campaign object
Push funds	WeGive funds to GiftDesignation records
Push recurring donations	Recurring donations to GiftCommitment and GiftCommitmentSchedule
Push transactions	Completed transactions to GiftTransaction records
Push soft credits	Soft credit records to GiftSoftCredit
Push campaign donors	Campaign member associations to CampaignMember
Push pledges	Pledge commitments to GiftCommitment
Push refunds	Refund records to Salesforce
Push merge contacts	Merges performed in WeGive to Salesforce

Push Donors

Syncs individual and organization supporter records from WeGive to Salesforce. This is a single toggle that covers both supporter types:

Individual supporters sync as Person Accounts
Organization supporters sync as Account records with an Organization record type

When a new supporter is created or updated in WeGive, the integration pushes the record to Salesforce. WeGive tracks the Salesforce record ID internally to maintain the link between systems.

For initial sync, WeGive matches records based on email for individuals and name for organizations. We recommend cleaning up duplicate records in both systems before enabling this toggle.

Push Households

Syncs WeGive household records as Account records with a Household record type in Salesforce. This is optional. If your org doesn't use Household Accounts, you can leave this toggle off. The Household record type ID is configured in the Record Type Configuration section on the Sync Configuration tab.

Push Transactions

Syncs completed transactions from WeGive to GiftTransaction records in Salesforce. Amounts are automatically converted from cents (WeGive) to dollars (Salesforce).

Key fields synced:


NPC Field	WeGive Field	Direction
`OriginalAmount`	`amount`	Bi-directional
`TransactionDate`	`created_at`	Bi-directional
`Status`	`status`	Export only
`PaymentMethod`	`source_type`	Export only
`Description`	`description`	Bi-directional
`DonorId`	`owner.npc_id`	Bi-directional, Create only
`CampaignId`	`campaign.npc_id`	Bi-directional
`GiftCommitmentId`	`scheduled_donation.npc_id`	Bi-directional, Create only
`GatewayReference`	`correlation_id`	Export only

Status and PaymentMethod are export only, meaning WeGive pushes these values to Salesforce but changes made in Salesforce will not flow back to WeGive.

DonorId and GiftCommitmentId are create only, meaning they are set when the record is first created but will not be updated on subsequent syncs.

Push Recurring Donations

Syncs recurring donation records from WeGive to GiftCommitment and GiftCommitmentSchedule records in Salesforce.

Key fields synced on GiftCommitment:


NPC Field	WeGive Field	Direction
`Status`	`status`	Export only
`DonorId`	`source.npc_id`	Bi-directional, Create only
`CampaignId`	`campaign.npc_id`	Bi-directional

Push Pledges

Syncs pledge commitment records from WeGive to GiftCommitment in Salesforce. Pledges use the same GiftCommitment object as recurring donations but are configured differently (using FormalCommitmentType instead of ScheduleType = Recurring).

Key fields synced:


NPC Field	WeGive Field	Direction
`Status`	`status`	Export only
`DonorId`	`donor.npc_id`	Bi-directional, Create only
`CampaignId`	`campaign.npc_id`	Bi-directional

Push Campaigns

Syncs WeGive campaigns to the standard Salesforce Campaign object.


NPC Field	WeGive Field	Direction
`Name`	`name`	Bi-directional
`StartDate`	`start_date`	Bi-directional
`EndDate`	`end_date`	Bi-directional

Push Funds

Syncs WeGive funds to GiftDesignation records in Salesforce (these replace NPSP General Accounting Units).


NPC Field	WeGive Field	Direction
`Name`	`name`	Bi-directional
`Description`	`description`	Bi-directional
`IsActive`	`active`	Bi-directional

Push Soft Credits

Syncs soft credit records from WeGive to GiftSoftCredit in Salesforce.


NPC Field	WeGive Field	Direction
`PartialAmount`	`amount`	Bi-directional
`Role`	`type`	Bi-directional
`GiftTransactionId`	`transaction.npc_id`	Bi-directional, Create only
`RecipientId`	`donor.npc_id`	Bi-directional, Create only

Push Campaign Donors

Syncs campaign member associations, linking supporters to campaigns in Salesforce.


NPC Field	WeGive Field	Direction
`CampaignId`	`campaign.npc_id`	Bi-directional
`ContactId`	`donor.npc_id`	Bi-directional

Push Refunds

Syncs refund records from WeGive to Salesforce.

Push Merge Contacts

When supporters are merged in WeGive, this toggle pushes those merges to Salesforce so the corresponding records are merged on the Salesforce side as well.

Deleted Record Sync

Below the entity toggles, there is a Deleted Record Sync section. When enabled, records deleted in Salesforce will also be deleted in WeGive during sync.

Available deleted record sync toggles:


Toggle	What It Deletes
Sync deleted donors (Person Accounts)	Removes individual supporters deleted in Salesforce
Sync deleted households	Removes households deleted in Salesforce
Sync deleted companies	Removes organization supporters deleted in Salesforce
Sync deleted campaigns	Removes campaigns deleted in Salesforce
Sync deleted funds (Designations)	Removes fund records deleted in Salesforce
Sync deleted transactions (Gift Transactions)	Removes transactions deleted in Salesforce
Sync deleted recurring donations	Removes recurring donations deleted in Salesforce

These are all off by default. Enable them only if you want deletions in Salesforce to cascade to WeGive.

Processing Options

At the bottom of the Sync Configuration tab:

Send processing ACH as success - When enabled, ACH transactions that are still processing are treated as successful in Salesforce. This is useful if you want ACH donations to appear as completed in Salesforce before the bank transfer fully settles.