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ZenDonr: Connect JustGiving

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Feature Overview

ZenDonr: Connect Justgiving has the following main features:

  • Automates periodic import of your JustGiving account data - donations, fundraising pages, events, fundraisers and donors - into your Salesforce instance.
  • Converts JustGiving donors and fundraisers to Salesforce Contacts, and donations to Salesforce Opportunities.
  • Links Salesforce campaigns to JustGiving fundraising pages and events.
  • Provides insights about your fundraising campaign outcomes.

JustGiving Data Import

Data from JustGiving is imported using their Data API for Payments. JustGiving payments are made to the charity's bank account periodically, usually weekly. The import consists of two types of payments:

  • payments that are an aggregate amount of all the donations collected within a given period - denoted in the imported data as Payment Type: 0.00
  • payments that represent the Gift Aid collected on behalf of the charity - denoted in the imported data as Payment Type: 1.00
For each JustGiving Payment of Payment Type 0.00, JustGiving Donation data are imported along with the details of associated JustGiving Donor, JustGiving Fundraiser, JustGiving Fundraising Page, and JustGiving Event where relevant. An associated JustGiving Opportunity is created for these payments with a negative amount to record the charges deducted by JustGiving.

JustGiving Payment of Payment Type 1.00 does not have associated donations, but has two Salesforce Opportunities associated with it - one to record the Gift Aid amount received and the other to record the charges deducted by JustGiving.



Each JustGiving donation is converted to a corresponding Opportunity record in Salesforce. This is in addition to storing the details of the donation as a JustGiving Donation record.

Each JustGiving Donor is converted to a Salesforce Contact, if the donor did not choose to remain anonymous. The Salesforce Opportunity by default is credited to the Salesforce Contact corresponding to the JustGiving Donor. However, if the donor chooses to remain anonymous, the Opportunity is credited to the Salesforce Contact corresponding to the associated JustGiving Fundraiser.

The Opportunity Stage that is set on conversion of a donation to an opportunity can be configured in the solution settings, accessed via the Custom Metadata Settings feature of Salesforce.

Scheduled and Manual Import

The process to import payment data from JustGiving can be scheduled to run periodically and can also be manually triggered. 

To create a Scheduled Job, an easy way is to simply set it up from the relevant section on ZenDonr: Connect Admin Actions page as shown in the screenshot below. By default this will create an import job that will run once every Friday to Sunday and import the new payment data made available by the JustGiving API in the last seven days.




However, it is recommended to set up the scheduled import job considering the times where the organisation's Salesforce instance is likely to be idle and not running too many other processes. To set up a Scheduled Apex job at chosen times in a week, one can do so from the Apex Classes page as shown in the screenshots below.

Step 1: Click on the Schedule Apex button in the SETUP > Apex Classes page.



Step 2: Select a name for the job, set the Apex Class value to JustGivingScheduledImportBatch, and select the days and times to run the job every week. 




Import of Fundraising Page Data

Similar to the payment data import job, the process to import Fundraising Page data can be set up to update the page details for all pages created in the last seven days. The Apex Class value here should be JustGivingScheduledImportForPages and the job is typically set to run daily.



Normally, the payment data import job will also create JustGiving Fundraising Pages provided donations made on those pages were included in the imported payment data. However, to enable the organisation to be notified of new fundraising pages that have been created in JustGiving, this job can be set up to import fundraising page data even if no donations for this page have been imported via the Payments API yet. This is useful, for example, if an organisation wants to code the Fundraising Pages for campaign reporting purposes soon after the pages are created. 

It is important to note here that the donation figures in the newly created fundraising pages are updated before the corresponding donation records have been imported and hence can be out of sync at times.

Data for fundraising pages can also be manually imported by setting up the period for import in the configuration settings and triggering the import via the relevant action in the ZenDonr: Connect Admin Actions page.

Step 1: Set the period for when the fundraising pages were created.




Step 2: Trigger the job for importing fundraising pages data manually on the ZenDonr: Connect Admin Actions page.