Bidirectional Supporter sync in Salesforce

Using the Salesforce base (NPSP) integration, updates to a Contact record in Salesforce will sync back to the Supporter profile in GoFundMe Pro. The following fields on a Contact record can be updated in Salesforce, which will then trigger a callout after saving the record:

• First Name
• Last Name
• Address (Street, City, State, Postal Code and Country)
• Phone

Requirements

• Must be on at least version 7.0 of the Salesforce integration.
• Turn on the Activate Bidirectional Syncing setting. Navigate to the GoFundMe Pro Control Panel V2, then select Settings > Data Processing
  • Be sure to check the Contact checkbox to activate the feature
• In order for an update to a Contact to sync back to GoFundMe Pro, the Contact must have given through GoFundMe Pro previously and have a Supporter record linked to the Contact record.

Technical details

Add GoFundMe Pro Supporter to your Contact page layout related lists

For all Contacts that have given through GoFundMe Pro and synced to Salesforce, these records should have a GoFundMe Pro Supporter record linked to the Contact record. If you do not see a GoFundMe Pro Supporter related list on your Contact page layout, it can be added by customizing the related lists on your page layout. Look for “GoFundMe Pro Supporter” in the list of options under Related Lists and add it into your layout. If there is no GoFundMe Pro Supporter linked to a Contact, it WILL NOT send an update to GoFundMe Pro or create a new Supporter.

ClassyScheduleApiContactMatching scheduled job

After activating the Supporter Bidirectional Sync, the ClassyScheduleApiContactMatching job will now appear in the GoFundMe Pro Control Panel V2 Settings > Scheduled Jobs:

Supporter outbound sync API request

With the Supporter Bidirectional Sync, a new type of GoFundMe Pro API Request is introduced: Supporter Outbound Sync. This API Request will indicate the ID of the supporter that is being updated in GoFundMe Pro in the Name (Example: Supporter Outbound Sync_123456).

Status values:

• Completed = Supporter was successfully updated in GoFundMe Pro.
• Awaiting Retry = There was an issue authenticating with GoFundMe Pro and the request needs to be retried.
• Failed = The record was unable to be updated in GoFundMe Pro.

A log field on the API Request record will indicate the exact issue if a request is in a status of “Awaiting Retry” or “Failed”.

Log values:

• If status = “Completed”, log = “Supporter synchronized successfully”.
• If status = “Awaiting Retry”, log = Ex. “Read timed out”.
• If status = “Failed”, log = “Synchronization Failed: Reason for failure” (Example: Bad Country provided).

Retry outbound sync requests

Within the GoFundMe Pro Control Panel V2 > Settings > Data Processing > Bidirectional Data Sync Settings, there is a button titled “Retry failed Outbound requests”. This button can be used to initiate a resync of all outbound API Requests that are in a status of "Awaiting Retry".