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Company Field Mapping

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

Identity

WeGive fieldHubSpot propertyTypeSync
namenamestring
office_phonephonestring
idwegive_idstring
(record type)wegive_entity_typeenum

wegive_entity_type values: company, household.

Address

WeGive fieldHubSpot propertySync
billing_address.address_1address
billing_address.citycity
billing_address.statestate
billing_address.zipzip
billing_address.countrycountry

Lifetime giving rollups (push-only)

Mirrors the rollups on Contacts so company- and household-level reporting works in HubSpot dashboards.

WeGive fieldHubSpot propertyType
total_givenwegive_total_givennumber (dollars)
total_giftswegive_total_giftsnumber
first_gift_datewegive_first_gift_datedate
last_gift_datewegive_last_gift_datedate
largest_giftwegive_largest_giftnumber (dollars)
recurring_amountwegive_recurring_amountnumber (dollars)

Household associations

When a Household is pushed, WeGive also creates a Household association (custom label) between each household member’s Contact record and the Household’s Company record. This lets HubSpot users browse from a household to its members without leaving the Company view.