CanadaHelps Connector for Salesforce: User Guide
This guide will walk CanadaHelps users through importing donation transactions into Salesforce.
First you will need to run the export from CanadaHelps and ensure it is in CSV format. Then you
will be ready to start the import process.
Import Logic
The CanadaHelps package has the following import logic:
1. Verify if the CanadaHelps Transaction number already exists in the Saleforce instance.
a. If no transaction number match:
i. Verify if the contact is already in your Salesforce instance based on the
contact matching criteria set in the CanadaHelps settings.

If no contact exists - Create the create the account, contact and
opportunity/opportunity with payment according to the rules set
forth in the CanadaHelps settings. Including account model,
opportunity stage and contact roles.

If the contact does exist - Create the opportunity/opportunity with
payment according to the opportunity settings in the CanadaHelps
setting tab.Contact matching criteria.
b. If yes the transaction number matches:
i. Update the opportunity/opportunity with payment with the information
in the latest CSV data import. This will over write all data on the
opportunity/opportunity with payment from the previous data import.
ii. Additionally if the new data requires a change to the opportunity stage
according to the rules set on the CanadaHelps settings the package will
automatically update that as well.
iii. If a new CSV import changes the contact information that would such as a
new donor name, address, email address, then the package will create a
new contact and related the new contact to the opportunity via contact
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email: [email protected]
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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roles and mark it as the primary contact. The old contact will remain
related to the opportunity but no longer be marked as the primary.
CanadaHelps Import Transactions
Here is where you start importing the CSV you generated from CanadaHelps.
Click Create new Import
1) Choose file - Select the CSV file from your computer
2) Click upload
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email: [email protected]
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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3) Once the status bar is 100% Click Start
You will get a message that the import has started and a link to the CanadaHelps Import record
where you can monitor the progress of the import.
CanadaHelps Import
The CanadaHelps Import object is an import log which will show the status, date and time of the
import, and a record of each row of the CSV.
If needed you can also reprocess the import by clicking the "Reprocess Batch" button.
CanadaHelps Imported Rows
This is a raw log of the information in each that was on each individual row of the CSV file.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email: [email protected]
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Opportunity Record
Above is a sample of the completed opportunity that was created from the imported
transaction.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email: [email protected]
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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