--- schema_version: "1" id: a4acf415aca90471ab8138ad7707a6c7deb2da9906d49e70f8a82a8b6fa74511 title: Map Recurring Donation Fields to Custom Opportunity Fields collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_map_recurring_donation_fields_to_opp_fields.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_map_recurring_donation_fields_to_opp_fields.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3a369a1a281276f45a809203145236fe3082c86a104f7cca9f738d5973c8635f description: Learn how to map fields from Recurring Donation records to Opportunity records, so that NPSP copies the data to each new installment Opportunity. products: - Nonprofit release: "264" --- # Map Recurring Donation Fields to Custom Opportunity Fields Learn how to map fields from Recurring Donation records to Opportunity records, so that NPSP copies the data to each new installment Opportunity. - **[Default Field Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_map_recurring_donation_fields_to_opp_fields.htm&release=264.0.0&type=5)** When NPSP creates installment Opportunity records for a Recurring Donation, it copies the values of several fields from the Recurring Donation onto the Opportunity records. This is a big time saver, as it means you don't have to manually enter values for all those fields on each Opportunity record - **[Custom Field Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_map_recurring_donation_fields_to_opp_fields.htm&release=264.0.0&type=5)** Use Recurring Donation Custom Field Mapping to copy custom fields from Recurring Donations to installment Opportunities whenever you create a new Recurring Donation. This ensures that details from the Recurring Donation record appear on the Opportunity records for easy reference. ## Default Field Mapping When NPSP creates installment Opportunity records for a Recurring Donation, it copies the values of several fields from the Recurring Donation onto the Opportunity records. This is a big time saver, as it means you don't have to manually enter values for all those fields on each Opportunity record The following table describes how NPSP maps fields from the Recurring Donation to its installment Opportunity records when the Recurring Donation is first created. | Recurring Donation Field | Opportunity Field | Explanation | | --- | --- | --- | | Created By | Created By | NPSP copies the value of the Created By field from the Recurring Donation to the Opportunity. | | Owner | Owner | NPSP copies the value of the Owner field from the Recurring Donation to the Opportunity. | | Account | Account Name | NPSP copies the Account from the Recurring Donation to the Account Name field on the Opportunity. | | Contact | Primary Contact | NPSP copies the value of the Contact field on the Recurring Donation to the Primary Contact field on the Opportunity. | | Next Donation Date | Close Date | NPSP copies the Next Donation Date from the Recurring Donation to the Close Date on the Opportunity. | | Amount | Amount | NPSP copies the Amount from the Recurring Donation to the Amount on the Opportunity. | | Campaign | Primary Campaign Source | NPSP copies the Campaign from the Recurring Donation to the Primary Campaign Source on the Opportunity. | | CurrencyISOCode | CurrencyISOCode | NPSP copies the CurrencyISOCode from the Recurring Donation to the CurrencyISOCode on the Opportunity. | The default Stage for Opportunities in a Recurring Donation is Pledged. This default can be changed by altering the Recurring Donation Stage Name Custom Label. For more information, see [Customize Labels](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customizing_labels.htm&release=264.0.0&type=5 "A Custom Label is text that can be accessed by an app, such as Nonprofit Success Pack, for a variety of purposes. The advantage of a Custom Label is that the text can be translated into any language that Salesforce supports."). ## Custom Field Mapping Use Recurring Donation Custom Field Mapping to copy custom fields from Recurring Donations to installment Opportunities whenever you create a new Recurring Donation. This ensures that details from the Recurring Donation record appear on the Opportunity records for easy reference. Mapping requires that you have two fields (one on the Recurring Donation and one on the Opportunity) of a matching data type in order to create a mapping between them. A matching data type means that you can only map a Date field to a Date field, a Text field to a Text field, and so on. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Large Text Area fields are not supported for custom field mapping. Let's look at a field mapping example. Say that your organization sometimes receives Recurring Donations "in honor of" a person of the donor's choosing. There's already an Honoree Contact field on the Opportunity object for tracking that, but if we create an Honoree field on the Recurring Donation, we can map them together. That way you only need to enter the Honoree on the Recurring Donation, and the field data gets copied to all related Opportunities. Here's how. 1. First, make sure you've created the custom fields you want to map. In this example, we created a lookup field (to Contact) on the Recurring Donation object called Honoree. 2. Click the NPSP Settings tab. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher. 3. Click **Recurring Donations** | **Recurring Donation Custom Field Mappings**. 4. Click **New Custom Field Mapping**. 5. In Recurring Donation Field, select the custom field you created on the Recurring Donation object. 6. In Opportunity Field, select the corresponding field on the Opportunity object. 7. Click **Create Custom Field Mapping**. ![New Custom Field Mapping. Honoree is selected for the Recurring Donation Field and Honoree Contact is selected for the Opportunity Field.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/custom-field-mapping.png) The new field mapping appears in the mapped fields list. ![Mapped Fields Lists showing the Honoree and Honoree Contact mapping.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/mapped-fields-list.png) If you need to delete a mapping, click **Del** under Action in the mapped fields list. When you delete a field mapping, the data that had already been copied to the Opportunity records remains unchanged.