Integration

Salesforce
Donation Sync

Automatically sync donations from Salesforce to Thankly and send tax receipts to your donors without lifting a finger.

How it works

Connect your Salesforce org in minutes and start syncing donations automatically.

1

Connect Salesforce

Securely connect your Salesforce org using OAuth. Works with Production and Sandbox environments.

2

Configure Settings

Choose which Record Types to sync, enable auto-receipts, and set your preferences.

3

Sit Back & Relax

Donations sync automatically daily. Receipts are generated and emailed to donors.

Powerful features for Salesforce users

Everything you need to automate donation receipts from your Salesforce CRM.

Automatic Sync

Donations sync automatically daily from your Salesforce org. No manual exports required.

Secure OAuth

Industry-standard OAuth 2.0 authentication keeps your Salesforce credentials safe and secure.

Real-time Updates

Trigger manual syncs anytime to pull the latest Closed Won Opportunities instantly.

Flexible Filtering

Filter by Record Type to sync only the donations you need. Works with NPSP and standard orgs.

Auto-Send Receipts

Automatically generate and email tax receipts when donations sync from Salesforce.

Smart Deduplication

Intelligent duplicate detection prevents double-receipting donors for the same gift.

Ready to automate your Salesforce receipts?

Join nonprofits using Thankly to save hours on donation receipt management.

Works with Salesforce Production and Sandbox
Supports NPSP and standard Salesforce orgs
Syncs Closed Won Opportunities automatically
Maps Contact data for personalized receipts
Configurable sync intervals
Detailed sync history and error logs
Start Free Today