Ecosyste.ms: Awesome

An open API service indexing awesome lists of open source software.

Awesome Lists | Featured Topics | Projects

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: 3 months ago
JSON representation

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 (about 3 years ago)
Default Branch: master
Last Pushed: 2024-10-24T15:25:36.000Z (3 months ago)
Last Synced: 2024-10-26T14:32:09.324Z (3 months ago)
Topics: nextcloud, non-profit, paypal, paypal-rest-api, salesforce, salesforce-api
Language: PHP
Homepage:
Size: 499 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

        ![Bildschirmfoto 2021-12-04 um 16 37 58](https://user-images.githubusercontent.com/13385119/144723412-df0b2d76-2c2d-483f-ba77-14527fc80683.png)

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) 




---

[![Version](https://img.shields.io/github/release/rello/sfbridge.svg)](https://github.com/rello/sfbridge/blob/master/CHANGELOG.md) [![License: AGPLv3](https://img.shields.io/badge/license-AGPLv3-blue.svg)](http://www.gnu.org/licenses/agpl-3.0)   [![Bitcoin](https://img.shields.io/badge/donate-Bitcoin-blue.svg)](https://github.com/rello/audioplayer/wiki/donate) [![PayPal](https://img.shields.io/badge/donate-PayPal-blue.svg)](https://github.com/rello/audioplayer/wiki/donate)