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Rallybound integrates with the NPSP Recurring Donation object in the following ways.

Rallybound can create a recurring donation which manages and keeps track of its donations that recur:

  1. Basic settings will only create an opportunity for each donation interval as it occurs. There is no difference between open-ended and fixed-length donations.
  2. Advanced settings will create opportunities for each donation interval as it occurs as well as future pledged donations and will integrate open-ended and fixed-length donations.

When a donor sets up a recurring donation plan in Rallybound:

A new recurring donation is created in Salesforce with the following properties

  1. Name Basic settings will always set this to the Rallybound naming convention; Advanced settings: if the option "Use NPSP Default Naming" is checked Salesforce will use NPSP's naming convention otherwise it will update each donation as they come in with the Rallybound naming convention. 
  2. Amount
  3. Open-ended status: Basic settings will always set this to 'None'; Advanced settings: if it's an open-ended recurring donation will be set to 'Open'; if it's a fixed-length recurring donation will set to 'None'. See https://trailhead.salesforce.com/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/manage-recurring-donations-npsp for more info on the differences between the 'None' and 'Open' status.
  4. Date established
  5. Installment period (how often a donation will recur)
  6. Installments: Basic settings will always set this to 0; Advanced settings: if it's an open-ended recurring donation will set to 0 - if it's a fixed-length recurring donation will set to amount passed in from Rallybound.
  7. Schedule Type: Will always set to 'Multiply By'. 
  8. Next Payment Date: Will only be set with advanced settings and will automatically update with each donation. Important: This sets the date for all future opportunities being created.
  9. Campaign
  10. Paid amount: Will automatically update with each paid donation.
  11. Total Paid Installments: Will automatically update with each paid donation.
  12. Custom Fields

With basic settings, a new opportunity will be created.

With advanced settings, the next pledged donation will be updated to paid.

When a recurring donation plan has ended or canceled

  1. The recurring donation object will update the open-ended status field to 'Closed'.
  2. For advanced settings, this will set all future pledged opportunities to 'Closed Lost'.