https://github.com/rello/sfbridge
This automation in Nextcloud bridges the gap between Paypal and Salesforce for non-profit organizations
https://github.com/rello/sfbridge
nextcloud non-profit paypal paypal-rest-api salesforce salesforce-api
Last synced: 2 months ago
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This automation in Nextcloud bridges the gap between Paypal and Salesforce for non-profit organizations
- Host: GitHub
- URL: https://github.com/rello/sfbridge
- Owner: Rello
- License: agpl-3.0
- Created: 2021-12-02T14:22:23.000Z (over 3 years ago)
- Default Branch: master
- Last Pushed: 2025-01-06T18:14:38.000Z (5 months ago)
- Last Synced: 2025-02-28T08:28:22.965Z (3 months ago)
- Topics: nextcloud, non-profit, paypal, paypal-rest-api, salesforce, salesforce-api
- Language: PHP
- Homepage:
- Size: 503 KB
- Stars: 3
- Watchers: 3
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- License: LICENSE.md
- Authors: AUTHORS.md
Awesome Lists containing this project
README
This automation in Nextcloud bridges the gap between financial transactions and Salesforce.
Donations/payments in Paypal or bank accounts can be synchronized with the Salesforce Nonprofit Success Pack (NPSP).
## Benefits
- Reduce manual efforts for entering transactions in salesforce
- High quality of data (e.g. no duplicates)
- Avoid user errors
- No data is stored in Nextcloud (GDPR compliance)
- License free
## Features
- Paypal: Read transaction history
- Bank (via API): Read transaction history
- Salesforce: Create Household/Organization accounts and contact on demand
- Salesforce: Create/update Opportunities/Payments/Allocations
- Salesforce: Link Opportunities to Campaigns
- Nextcloud: Automation via background job
- Nextcloud: Notifications for new transactions
- Nextcloud: Using Talk room for update history
By using the API for csv data, bank accounts can also be synced (e.g. via the file export of MoneyMoney)
## Prerequisites
- Salesforce Nonprofit Success Pack (NPSP)
- API user in Salesforce
- oAuth "connected app" in Salesforce enabled
- API user in Paypal
## Installation
! Get in contact with me if you are interested !
! It is working for us. Your setup might be different !
! I am interested to make it flexible for any usecase !
- [Nextcloud App Store](https://apps.nextcloud.com/apps/sfbridge)
## Maintainers
- [Marcel Scherello](https://github.com/rello) (author, project leader)
## Support
Thank you to PhpStorm from [JetBrains](https://www.jetbrains.com/?from=AudioPlayerforNextcloudandownCloud)
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[](https://github.com/rello/sfbridge/blob/master/CHANGELOG.md) [](http://www.gnu.org/licenses/agpl-3.0) [](https://github.com/rello/audioplayer/wiki/donate) [](https://github.com/rello/audioplayer/wiki/donate)