This automation in Nextcloud bridges the gap between financial transactions and Salesforce.
Donations/payments in Paypal or bank accounts can be synchronized with the Salesforce Nonprofit Success Pack (NPSP).

Benefits

• Reduce manual efforts to enter transactions in salesforce
• High quality of data (e.g. no duplicates)
• Avoid user errors
• No data is stored in Nextcloud (compliance to GPDR)
• License free

Features

• Paypal: Read transaction history
• Bank (via API): Read transaction history
• Salesforce: Create Household/Organization accounts and contact on demand
• Salesforce: Create/update Opportunities/Payments/Allocations
• Salesforce: Link Opportunities to Campaigns
• Nextcloud: Automation via background job
• Nextcloud: Notifications for new transactions

By using the API for csv data, bank accounts can also be synced (e.g. via the file export of MoneyMoney)

Prerequisites

• Salesforce Nonprofit Success Pack (NPSP)
• API user in Salesforce
• oAuth "connected app" in Salesforce enabled
• API user in Paypal

Installation

! Get in contact with me if you are interested !
! It is working for us. Your setup might be different !
! I am interested to make it flexible for any usecase !

• Nextcloud App Store

Maintainers

• Marcel Scherello (author, project leader)

Support

Thank you to PhpStorm from JetBrains

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