> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Mapping Overview

> Object-level mapping between WeGive and HubSpot, with links to field-level reference pages

## 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

<CardGroup cols={2}>
  <Card title="Contact" href="/external/onboarding/hubspot/data-mapping/contact">
    Supporter to Contact mapping, including lifetime giving rollups.
  </Card>

  <Card title="Company" href="/external/onboarding/hubspot/data-mapping/company">
    Company and household to Company mapping.
  </Card>

  <Card title="Deal (Donation)" href="/external/onboarding/hubspot/data-mapping/deal-donation">
    Transaction to Deal mapping in the Donations pipeline.
  </Card>

  <Card title="Deal (Recurring Donation)" href="/external/onboarding/hubspot/data-mapping/deal-recurring">
    Recurring plan to Deal mapping in the Recurring Donations pipeline.
  </Card>
</CardGroup>

<Note>
  There's no dedicated field-level reference page yet for Soft Credit deals. See [Integration Nuances](/external/onboarding/hubspot/integration-nuances#deal-naming) for the soft-credit deal-naming format in the meantime; contact [support@wegive.com](mailto:support@wegive.com) for specific field-mapping questions.
</Note>

## Sync direction legend

| 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. |

Financial fields and lifetime rollups are always push-only so WeGive's reporting stays authoritative.


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