Before performing your initial sync it is highly recommend that you take a moment and configure your fund mappings and donor mappings.

Fund mappings allow you to specify how a transaction's giving type in is mapped to an account in Salesforce. If you don't specify a mapping for a giving type, the transaction is created using the default account setting.

Donor mappings let you specify a Salesforce donor to use when processing transaction data for a given donor record.

  1. Click "Connect Funds" to setup your fund mappings between giving types and Salesforce funds as described in this document.

  2. Click 'Connect Donors' to setup your donor mappings between and Salesforce donors as described in this document.

Once you've successfully configured your funds/donor maps you will be prompted to review your setup.

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