Company - WeGive Documentation

WeGive uses HubSpot Companies for two record types: companies (organizational donors) and households (family groupings of individual supporters). The wegive_entity_type property distinguishes them.

Identity

WeGive field	HubSpot property	Type	Sync
`name`	`name`	string	↔
`office_phone`	`phone`	string	↔
`id`	`wegive_id`	string	→
(record type)	`wegive_entity_type`	enum	→

wegive_entity_type values: company, household.

Address

WeGive field	HubSpot property	Sync
`billing_address.address_1`	`address`	↔
`billing_address.city`	`city`	↔
`billing_address.state`	`state`	↔
`billing_address.zip`	`zip`	↔
`billing_address.country`	`country`	↔

Lifetime giving rollups (push only)

Mirrors a subset of the rollups on Contacts — company/household rollups are a shorter list than the individual-supporter list. largest_gift, average_gift, given_ytd, and recurring_amount are Contact-only; they’re never pushed for Companies.

WeGive field	HubSpot property	Type
`created_at`	`wegive_donor_since`	date
`total_given`	`wegive_total_given`	number (dollars)
`total_gifts`	`wegive_total_gifts`	number
`first_gift_date`	`wegive_first_gift_date`	date
`last_gift_date`	`wegive_last_gift_date`	date
`has_active_recurring`	`wegive_is_recurring_donor`	boolean
`donor_status`	`wegive_donor_status`	enum

wegive_donor_status values: new, active, lapsed, at_risk, churned (same enum as Contacts).

Household associations

When a household is pushed, WeGive also creates a Household association (custom label) between each member’s Contact and the household’s Company. HubSpot users can browse from a household to its members from the Company view.

​Identity

​Address

​Lifetime giving rollups (push only)

​Household associations

Identity

Address

Lifetime giving rollups (push only)

Household associations