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Deal (Donation) Field Mapping

One-time transactions push as Deals in the Donations pipeline that WeGive provisions during setup.

Core fields

WeGive fieldHubSpot propertyTypeSyncNotes
(deal name template)dealnamestring{Donor Name} – ${Amount} – {Fund Name}
amountamountnumber (dollars)Cents converted to dollars
created_at or completed_atclosedatedateSource controlled by closedate_mapping
descriptiondescriptionstring
statusdealstagestage IDSee stage mapping

Linkage and context

WeGive fieldHubSpot propertySync
idwegive_id
owner_id (donor ID)wegive_donor_id
fund.namewegive_fund_name
campaign.namewegive_campaign_name
source_typewegive_payment_method
fee_amountwegive_fee_amount
net_amountwegive_net_amount

Payment method mapping

WeGive source_typewegive_payment_method
cardCredit Card
bankACH
cashCash
checkCheck
paypalPayPal
venmoVenmo
cryptoCryptocurrency
in_kindIn-Kind
stockStock
wireWire

Associations

Each Donation deal associates to:

  • The donor’s Contact (if it has a hubspot_id)
  • The donor’s Company or Household (if applicable)

If the donor record hasn’t yet pushed, the deal is created without an association and linked on the next sync tick.