We are a non-profit TV station using Salesforce (migrating off Raiser's Edge) and Recurly for subscription and payment management. Are there any other NPOs out there using Salesforce + Recurly? If so, would love to pick your brain on a few things...Thank you!
@Nonprofit App Advice and Reviews@Nonprofit Success Pack3 answers
Hello Brian! Thank you for the reply. First, yes, subscription in our case is recurring donations (open ended). :-) And you are spot on, Recurly's integration app does not update any of the Salesforce NPSP objects. The only thing it can do is create an account on the Salesforce account object that contains the person's name from the Recurly Account object. It does not create contacts, addresses, phone numbers, opportunities, recurring donations, etc. So, I ended up turning off the account creation from recurly and instead wrote a process in the process builder that creates a new contact from each new Recurly account that comes over, and that in turn, creates a household by leveraging the power of NPSP and pulls over the address from the contact, which updates from the Recurly account as part of the creation process I wrote. The sad part is the lack of Recurly Invoices paid creating recurring donations or opportunities for one time gifts. So, I am going to have to create closed won opps for all those old payments so I have accurate rollups and then write some sort of process to create recurring donations and single one time opps(donations) as they come over from Recurly. Thoughts? Ideas? :-) Thanks for anything else you can think of!
