Data Mapping Overview - WeGive Documentation

Object mapping

WeGive object	NPC object	Notes
Supporter (individual)	Account (Person Account record type)	Person Account = Account plus embedded Contact
Company	Account (Organization record type)
Household	Account (Household record type)	Members link via `ParentId`
Campaign	`Campaign`
Fund	`GiftDesignation`
Transaction	`GiftTransaction`
Fund allocation (transaction)	`GiftTransactionDesignationRelation`	Designation splits
Recurring plan	`GiftCommitment` plus `GiftCommitmentSchedule`	Schedule rows define frequency and interval
Fund allocation (recurring plan or pledge)	`GiftDefaultDesignation`	Percentage-based
Pledge	`GiftCommitment` with `FormalCommitmentType`
Soft credit	`GiftSoftCredit`
Campaign supporter	`CampaignMember`
Transaction refund	`GiftRefund`
Tribute	`GiftTribute`	Child of `GiftTransaction`

Field-level reference

Person Account

Individual supporter fields.

Organization Account

Company fields.

Household

Household fields and member linkage.

Gift Transaction

Transaction fields, status, payment method, designations, tributes.

Gift Commitment

Recurring plan fields and schedule translation.

Gift Designation

Fund fields.

Soft Credit

Soft credit amount and role.

Pledge

Pledge fields.

Campaign

Campaign fields and hierarchy.

Campaign Member

Supporter-to-campaign relationship.

Sync direction legend

Symbol	Meaning
↔	Bidirectional
→	Push only. WeGive writes to NPC; NPC edits are not pulled.
←	Pull only. NPC writes to WeGive.
create-only	Set when the record is first created; not updated afterward.

Customizing a mapping

Every default mapping can be overridden per organization under Mapping Rules in the integration settings. A rule points a WeGive attribute at an NPC field (standard or custom) and sets its direction. WeGive does not create Salesforce fields; create the field first, then map to it.

​Object mapping

​Field-level reference