Sync missing data in the Salesforce integration
Before you start
Use the System Administrator profile in Salesforce to ensure access to these tools and custom objects.
The user who creates data with the Data Sync tool becomes the record owner instead of the designated integration user.
Use the Salesforce base (NPSP) integration's built-in tools to resolve issues with missing GoFundMe Pro data in your Salesforce instance. First, you’ll run the Data Sync tool to find any missing data. If the data is still missing, check the GoFundMe Pro API Requests to learn why the data failed to sync and take steps to resolve the issue.
Note: ACH (bank transfer) transactions do not sync to Salesforce until they've settled successfully.
Data Sync tool
The Salesforce integration syncs data automatically, but you can use our tool to re-sync missing data or sync historical data.
- In the Salesforce App Launcher, search for and select GoFundMe Pro Control Panel V2
- Select the Data Sync tab
- Select the Data Type, Start Date, and End Date for the data you want to find.
- Note: For event campaigns, search for the start date of the event.
- Select Find
Tip: For best results, don't use the tool during times of high giving volume, and don't select a date range greater than one month.
Note: It may take a few minutes to find all the missing data. A message will show when the tool has finished looking for any missing data and you will also receive an email with results.
The data sync only searches for missing data. Any data that was already synced will not appear in your results to prevent duplicates.
- Select the checkbox next to the data you want to sync
- When you are ready, select Create Data
If data continues not to sync after running the tool, then there is an API error, and the integration can’t complete the sync. Visit the GoFundMe Pro API Request record to see the specific error message causing the issue.
API Requests
GoFundMe Pro API Request records include helpful information about the status, actions (create or update), and the related object ID of the data transferred. To view failed requests for data that won’t sync:
- From the App Launcher, search for and select GoFundMe Pro API Requests
- Select the dropdown arrow
- Change the list view to Failed
- Select the record you want to view and scroll down to Log to find the error
Tip: If your list contains a lot of failed requests, create a filter on the GoFundMe Pro API Request Name field to search for the specific record ID number.
Giving Cart
If your campaign uses Giving Cart, the error is found in the invoice.created API Request records. To find the invoice.created record connected to the Giving Cart order:
- Search for the order ID in the name of an order.updated API Request
- Select the request record and copy the created date
- Create a filter in the GoFundMe Pro API Requests list with the following details:
- Field = Created Date
- Operator = greater or equal
- Value = the created date you copied from the order.updated request record
Error messages and solutions
GoFundMe Pro has compiled a full list of common error messages with their definitions and the steps required to resolve them. The solutions are a guide, but the specific steps to resolve the errors will vary depending on your instance and any customizations.
When you’ve resolved the error, run the Data Sync tool again to successfully sync the missing data.
Sync historical data for the first time
To sync historical records from GoFundMe Pro to your Salesforce instance for the first time, we recommend following the steps below to make sure the sync is successful. If any of these records already exist in your Salesforce instance, we recommend deleting them before moving on.
Note: Before moving on from each step, check the GoFundMe Pro API Requests list to make sure every request has moved from Waiting or Processing to Completed.
Step 1: Sync parent campaigns
- Open the Data Sync tool
- Select Campaign as your data type, select the data range, then select Find
- In the results, exclude custom questions, fundraising pages, and fundraising teams
- Run the sync and wait for it to finish
Step 2: Sync custom questions
- Open the Data Sync tool
- Select Campaign as your data type, select the data range, then select Find
- This time, only sync custom questions
Step 3: Sync fundraising pages and teams
- Open the Data Sync tool
- Select Campaign as your data type, select the data range, then select Find
- In the results, now sync fundraising pages and fundraising teams
Step 4: Sync transactions
- Open the Data Sync tool
- Select Transaction as your data type
- Sync your transactions one week at a time until all historical data is in Salesforce
Frequently asked questions
I received an email when the Data Sync tool completed. What does it mean?
The email provides a breakdown of all of the records that were found by the tool for each data type:
- Found: The total number of records during the date range that you searched
- Missing: The number of records that exist in GoFundMe Pro, but have not synced to Salesforce
- Canceled: Unsuccessful or archived records in GoFundMe Pro that will not sync to Salesforce
- Exist: Records that already exist in your Salesforce environment from the Found list
Why doesn’t data appear when I use the Data Sync tool?
The Data Sync tool only searches for missing data. Any data that was already synced will not appear in your results to prevent duplicates. Alternatively, large amounts of data may take a few minutes to appear. Wait a few minutes or try to shorten your search date range.
Why am I unable to see the Data Sync tool and/or Control Panel in Salesforce?
If the Control Panel V2 does not appear in the App Launcher, you may need to update the Salesforce integration or set up My Domain on Salesforce. Learn how to set up My Domain.
Otherwise, your Salesforce profile may not have access to GoFundMe Pro custom objects. Make sure your Salesforce user profile is set to System Administrator.
Is there more information on how the GoFundMe Pro data was processed in Salesforce?
Yes, the GoFundMe Pro Logs custom object provides a log of all actions taken by the GoFundMe Pro integration, Salesforce standard errors, or debugging information. GoFundMe Pro Logs contain information (Debug) and errors (Exceptions) as shown in the Type field. The Details field will show the error information. Turn on GoFundMe Pro Logs in the integration settings.
How can I exclude specific data from importing?
After the Data Sync tool finds missing data, you select the checkbox next to the data you want to bring into your Salesforce instance. If the tool finds data you don’t want to sync, leave the checkbox blank.
Why are missing records not being found when I run a manual sync?
Most missing records are because of offline registrations and donations. For offline donations to sync, you must check the Integrations & Webhooks box when creating or editing an offline donation.