Website Integration: Recurring Donation (Subscription)

This is a general scenario of recurring payment when a user submits the website form, creates Subscription on Stripe.

Stripe sends customer.subscription.created webhook handled by npsp+.

Metadata

The metadata attached to Stripe request in JSON format allows passing data for records creation in Salesforce. Please see the supported metadata keys:

Open

Salesforce Flow

Flow Handler should manage the following records:

• Contact

  • metadata.contact is used to map Contact details (any standard or custom field can be mapped)

  • LastName is mandatory

  • Deduplicate using SF active matching rules (dup rule should bypass sharings)

• Organisation

  • metadata.organisation is used to map Organisation details (any standard or custom field can be mapped)

  • Name is mandatory. Otherwise, Account creation is skipped.

  • Deduplicate using SF active matching rules (dup rule should bypass sharings)

• Campaign

  • metadata.campaign is used to map Campaign details. Any standard or custom filed can be mapped.

  • if no metadata.campaign or no metadata.campaign.name provided then Campaign is skipped

  • The flow will be trying to find an existing Campaign by Name (metadata.campaign.name). Otherwise, a new record will be created.

• Recurring Donation

  • Name: Recurring Donation - should be renamed by NPSP RD naming

  • Status: subscription.status

    • 'active' = 'Active'

    • 'trialling' = 'Active' Paused is much better BUT we’re not able to add picklist options to managed package. The RD.Status field is also restricted.

  • Amount: subscription.items.data[0].price.unit_amount * subscription.items.data[0].quantity

  • npe03__Date_Established__c: subscription.start_date

  • npsp__StartDate__c: subscription.billing_cycle_anchor

  • npsp__EndDate__c: subscription.cancel_at

  • npe03__Next_Payment_Date__c: ??

  • npe03__Installment_Period__c: subscription.items.data[0].price.recurring.interval

    • day => Daily

    • week => Weekly

    • month => Monthly

    • year => Yearly

  • npsp__InstallmentFrequency__c: subscription.items.data[0].price.recurring.interval_count

  • npe03__Contact__c: the contact created from metadata

  • npe03__Organization__c: the organisation created from metadata

  • npe03__Recurring_Donation_Campaign__c: Campaign record provided above OR NULL

  • Stripe_Subscription__c: subscription.id

  • npsp__PaymentMethod__c: Credit Card

  • metadata.recurringDonation is used to map Recurring Donation details. Any standard or custom filed can be mapped excluding the general fields described above populated from Subscription.