Standardising fundraising data, campaign attribution and financial reconciliation in Salesforce

Charities using multiple fundraising and payments platforms often struggle to land consistent, reportable data in Salesforce. This use case shows how Bridgit helps charities standardise incoming data, automate campaign attribution and prepare Salesforce-ready uploads that support accurate reporting and reconciliation.

 

Real Life Example: How ARC Cancer Support Centres standardised multi-platform fundraising data for Salesforce reporting and reconciliation

Before Bridgit

At ARC Cancer Support Centres, fundraising data was coming from multiple platforms, each with different structures, naming conventions and reporting requirements.

A key challenge was campaign attribution. Salesforce expects specific campaign codes in order to organise, report on and reconcile income correctly. Assigning these codes manually meant reviewing donation and event data line by line and setting campaign values by eye, one of the heaviest and most error-prone admin tasks for the fundraising and finance teams.

Preparing data for upload also required spreadsheets to conform exactly to ARC’s Salesforce uploader tool, adding another layer of manual formatting and validation.

This made backdated reconciliation particularly time-consuming, with historic data stretching back up to two years needing careful review before it could be confidently imported.

 

Life with Bridgit

Bridgit is being used to standardise and prepare fundraising data before it reaches Salesforce, starting with iDonate and expanding to other platforms including Stripe, Donorbox and Eventmaster.

For campaign attribution, Bridgit applies a series of lookup rules that automatically assign Salesforce campaign codes based on keywords found in fundraising page titles or event names. For example:

• Pages containing the word “swim” are assigned the Dip in the Nip campaign code

• Pages containing “tennis” are assigned Tennis for Cancer 2025

These rules can be easily updated over time, allowing ARC to add new keywords and campaigns without manual rework.

Bridgit also transforms incoming data so it conforms to ARC’s Salesforce uploader requirements, delivering spreadsheets that are ready to import and consistent across platforms.

Alongside this, Bridgit is supporting the team with backdated uploads to help bring historic data into Salesforce in a structured and reportable way.

 

In progress

Work is currently underway to further support financial reconciliation by capturing and logging payout dates alongside donation dates. This will allow ARC to report accurately on when funds are received in the bank and reconcile platform payouts against Salesforce records. This functionality will be rolled out as part of the ongoing setup.

 

Impact

• Significant reduction in manual campaign code assignment

• More consistent, Salesforce-ready data across fundraising platforms

• Faster and more reliable historic data reconciliation

• Improved confidence in Salesforce reporting for fundraising and finance teams

• A scalable setup that can expand to additional platforms over time

 

With thanks to the project team, including:

• Hannah Hynes, Database & Donor Care Executive
• Stephanie Nolan, Head of Fundraising & Communications
• Paul Switzer, Head of Finance & Transformation, & Deputy CEO