When does data sync occur?
Donation syncing
Payment – Donations are synced to HubSpot as soon as a donor successfully completes a payment.
Refund – If a donation is refunded, the corresponding
Dealobject will update its transaction status toClosed Lost.
Donor syncing
New Donors – A
Contactobject is created when a new donor record is added in Donor Management.Updated Donors – Any changes made to an existing donor's record in Donor Management will trigger a sync to update the donor’s
Contactinformation in HubSpot.
Please note: When a `Deal` object is synced, it will be automatically associated with its corresponding `Contact` object. If the donor has not yet been synced, a new `Contact` object will be created before attaching the `Deal`.
What data are we syncing?
Donor → Contact object
BetterWorld Field | HubSpot Field | HubSpot Field Type |
First Name | firstname | Text |
Last Name | lastname | Text |
Optional Fields: |
|
|
BW Donor ID | (Custom - your choice) | Text or number |
Transaction → Deal object
BetterWorld Field | HubSpot Field | HubSpot Field Type |
Campaign Name & Transaction Date | dealname | Text |
Total Donation Amount | amount | Number |
Transaction Status: “Closed Won” (successful), “Closed Lost” (refunded) | dealstage | Radio select |
Transaction Date | closedate | Datetime |
Optional Fields: | (Custom - your choice) |
|
Donation ID | (Custom - your choice) | Text or Number |
Campaign Type (e.g., auction, donation, tickets, giveaway) | (Custom - your choice) | Text |
Discount Amount | (Custom - your choice) | Number |
Discount Code Name | (Custom - your choice) | Text |
Refund Amount | (Custom - your choice) | Number |
Refund Date | (Custom - your choice) | Datetime |
In-Platform (Payments processed through BW = true; Offline payments = false) | (Custom - your choice) | Text |
Frequency Options (one-time, monthly, annual) | (Custom - your choice) | Text or Radio select |