[My Charity Account] CanadaHelps Connector for Salesforce: Installation, Configuration and Transaction Set-Up

The CanadaHelps Salesforce Connector App allows registered Canadian charities to quickly and easily import donors and donations from CanadaHelps to their Salesforce CRM. You’ll be able to:

  • Export your CanadaHelps data as a CSV that can be uploaded directly to Salesforce,
  • Track imports with at-a-glance updates, troubleshooting reports, and completion emails,
  • Adjust your custom field mapping as needed for data cleanliness, and;
  • Start transferring your data in minutes.

Watch this video to learn how to install and configure the CanadaHelps Salesforce Connector app, and set up transactions:

 

Ready to install the Salesforce Connector App? Click to get started!

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