NPSP Audit & API Sync
Budget: $750 – $1,500 USD
I need an experienced Salesforce consultant to dive into Non-Profit Success Pack with a focus on Donor Management. The goal is twofold: first, assess how well our current NPSP configuration supports gift entry, household/account structure, roll-ups, and related automations; second, design and build a real-time API connection to an external platform (I’ll share the technical specs once we start).
The sync must cover donor profiles and all associated transaction records flowing bidirectionally so that updates in either system stay aligned without manual imports. I’m open to using REST or Bulk API, middleware like MuleSoft or Workato, or a lightweight custom integration—whatever delivers reliability and clear error handling.
Deliverables
• A concise evaluation report outlining strengths, gaps, and quick-win recommendations for the Donor Management module.
• Technical design and working integration that moves donor and transaction data between NPSP and the external platform, complete with field mapping, error logging, and deployment instructions.
• Short hand-over call and basic documentation so my team can maintain the connection.
If you’ve previously tuned NPSP and wired it into other systems, especially for nonprofits handling large gift volumes, I’d love to see your approach.
The sync must cover donor profiles and all associated transaction records flowing bidirectionally so that updates in either system stay aligned without manual imports. I’m open to using REST or Bulk API, middleware like MuleSoft or Workato, or a lightweight custom integration—whatever delivers reliability and clear error handling.
Deliverables
• A concise evaluation report outlining strengths, gaps, and quick-win recommendations for the Donor Management module.
• Technical design and working integration that moves donor and transaction data between NPSP and the external platform, complete with field mapping, error logging, and deployment instructions.
• Short hand-over call and basic documentation so my team can maintain the connection.
If you’ve previously tuned NPSP and wired it into other systems, especially for nonprofits handling large gift volumes, I’d love to see your approach.
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