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TapRaise is a popular product used by Dutch organisations to facilitate telephone and face to face fundraising.
The TapRaise integration for Salesforce is an API integration. As such, information is automatically processed from TapRaise into Salesforce without any ongoing administrator effort. The integration operates in real time and conforms to Salesforce best practices enjoyed by all MoveData customers
Note: MoveData has decommissioned support for Converse (link). New TapRaise installs will only be compatible with Nonprofit Success Pack or Nonprofit Cloud.
Depending on your version of Salesforce, the TapRaise integration will construct the following records:
Person Account records represent people in TapRaise. The integration will look to match the TapRaise data with an existing person account in Salesforce, and will only create a new record if it can’t find a suitable match.
Records are allocated against a master TapRaise campaign. Optionally, customers may use specific criteria in the TapRaise data to assign particular campaigns. The integration also supports campaign members to represent the role of the person in the campaign.
Gift Commitments represent pledges in TapRaise. These include IBAN, signature and other supporting information.
Gift Transactions represent transactions in TapRaise. The integration supports gift refunds, gift soft credits and gift designations too.
Contact records represent people in TapRaise. The integration will look to match the TapRaise data with an existing contact in Salesforce, and will only create a new record if it can’t find a suitable match.
Records are allocated against a master TapRaise campaign. Optionally, customers may use specific criteria in the TapRaise data to assign particular campaigns. The integration also supports campaign members to represent the role of the person in the campaign.
Recurring Donations represent pledges in TapRaise. These include IBAN, signature and other supporting information.
Opportunity records represent transactions in TapRaise. The integration supports refunds, soft credits and general accounting units too.
No two Salesforce instances are the same.
As such, the TapRaise to Salesforce integration can be easily extended to incorporate your own business rules when processing information into Salesforce. This might involve mapping custom fields, creating custom objects, or running other business criteria on the basis of the information issued by TapRaise. The result is an integration which “just works” with the way you use Salesforce.
This is achieved using Salesforce Flows and runs in real time as your TapRaise data is processed into Salesforce. MoveData can perform this function for you and is a key component of our customer onboarding. Hands-on setup and on-demand technical support is available to all customers.
MoveData has integrated a data processing tool into our Salesforce environment, and we’re really happy with the results. They consistently met deadlines, delivered quality work, and ultimately built exactly what we needed. It’s great to work with a team that not only knows what they’re doing but also makes the process enjoyable. Would definitely recommend!
