Data Mapping Overview - WeGive Documentation

Object mapping

WeGive object	HubSpot object	Notes
Supporter (individual)	Contact	Email is the natural key when present.
Company	Company	`wegive_entity_type = company`
Household	Company	`wegive_entity_type = household`, with the Household association label
Transaction	Deal (Donations pipeline)	One deal per gift. Stage reflects WeGive transaction status.
Recurring plan	Deal (Recurring Donations pipeline)	One deal per plan. Linked to gift deals through the Recurring Plan label.
Soft credit	Deal (Soft Credits pipeline)	One deal per soft credit. Linked to the parent donation deal through the Soft Credit label, and to the credited Contact/Company through its own Soft Credit association labels.

Associations

WeGive provisions four custom association labels during setup:

Label	Links	Purpose
Household	Contact to Company	Household members to their household record
Recurring Plan	Deal to Deal	One-time gifts generated from a plan to the parent recurring deal
Soft Credit	Deal to Deal	A soft-credit deal to its parent donation deal
Soft Credit (Contact) / Soft Credit (Company)	Deal to Contact / Deal to Company	The credited supporter or company on a soft-credit deal, distinguishing it from being the deal’s primary donor

Standard HubSpot associations are also maintained: Contact to Company (employer or household), Deal to Contact (the supporter), and Deal to Company (company donor or household).

Field-level reference

Contact

Supporter to Contact mapping, including lifetime giving rollups.

Company

Company and household to Company mapping.

Deal (Donation)

Transaction to Deal mapping in the Donations pipeline.

Deal (Recurring Donation)

Recurring plan to Deal mapping in the Recurring Donations pipeline.

There’s no dedicated field-level reference page yet for Soft Credit deals. See Integration Nuances for the soft-credit deal-naming format in the meantime; contact [email protected] for specific field-mapping questions.

Symbol	Meaning
↔	Bidirectional. WeGive pushes edits to HubSpot and pulls edits from HubSpot.
→	Push only. WeGive writes the field; HubSpot edits are ignored on pull.

Symbol

Meaning

↔

Bidirectional. WeGive pushes edits to HubSpot and pulls edits from HubSpot.

→

Push only. WeGive writes the field; HubSpot edits are ignored on pull.

​Object mapping

​Associations

​Field-level reference

Contact

Company

Deal (Donation)

Deal (Recurring Donation)

​Sync direction legend

Object mapping

Associations

Field-level reference

Sync direction legend