Organization Account - WeGive Documentation

WeGive companies sync to standard Salesforce Accounts using the Organization record type discovered at connect time.

Companies are pull-only (Salesforce → WeGive) today, despite the Sync column below and despite a Push toggle existing on the dashboard. WeGive has no code path that pushes a company record to NPC — this is a known issue. Every field mapping below is real and accurate for the pull direction; none of them push. The ↔ symbols reflect the mapping rule’s configured direction (most default rules are defined bidirectional), not what the code actually does — a new or edited company in WeGive never reaches Salesforce.

Identity

WeGive field	NPC field	Sync
`name`	`Name`	↔
`office_phone`	`Phone`	↔
`fax`	`Fax`	↔

If a company has no name, WeGive pushes Unknown Organization because Name is required.

Billing address

WeGive field	NPC field	Sync
`billing_address.address_1`	`BillingStreet`	↔
`billing_address.city`	`BillingCity`	↔
`billing_address.state`	`BillingState`	↔
`billing_address.zip`	`BillingPostalCode`	↔
`billing_address.country`	`BillingCountry`	↔

Mailing address

The WeGive mailing address syncs to the Shipping address fields.

WeGive field	NPC field	Sync
`mailing_address.address_1`	`ShippingStreet`	↔
`mailing_address.city`	`ShippingCity`	↔
`mailing_address.state`	`ShippingState`	↔
`mailing_address.zip`	`ShippingPostalCode`	↔
`mailing_address.country`	`ShippingCountry`	↔

Record type

NPC field	Sync	Notes
`RecordTypeId`	create-only	Set to the configured Organization record type on create. Never changed on update.

Linkage

WeGive field	NPC field	Notes
`npc_id`	`Id`	The Account ID, stored on the WeGive company.

Pull filters

Companies are pulled from Accounts where IsPersonAccount = false, limited to the Organization record type when one is configured, and excluding any Hidden record types.

​Identity

​Billing address

​Mailing address

​Record type

​Linkage

​Pull filters