Skip to content

Deal (Recurring Donation) Field Mapping

Recurring plans push as Deals in the Recurring Donations pipeline that WeGive provisions during setup. Each gift generated by the plan is a Deal in the Donations pipeline, linked to the recurring deal via the Recurring Plan association label.

Core fields

WeGive fieldHubSpot propertyTypeSyncNotes
(deal name template)dealnamestring{Donor Name} – ${Amount}/{Frequency} – {Fund Name}
amountamountnumber (dollars)Base recurring amount
frequencywegive_frequencyenumSee frequency mapping below
statusdealstagestage IDSee stage mapping

Schedule

WeGive fieldHubSpot propertyType
created_atwegive_recurring_start_datedate
next_donation_atwegive_recurring_next_datedate
end_atwegive_recurring_end_datedate
paused_atwegive_recurring_paused_atdatetime
paused_reasonwegive_recurring_paused_reasonstring

Frequency mapping

WeGive frequencywegive_frequency label
weeklyWeekly
biweeklyBiweekly
monthlyMonthly
quarterlyQuarterly
semi_annualSemi-Annually
annualAnnually

Linkage

WeGive fieldHubSpot propertySync
idwegive_id
source_idwegive_donor_id

Associations

  • Recurring deal → donor’s Contact, Company, or Household
  • Each generated one-time gift Deal links back to the recurring deal via the Recurring Plan association label, letting HubSpot users navigate from any gift to its parent plan.