Page MenuHomePhabricator

Changes to Benevity import
Open, Needs TriagePublic

Description

Hi @Eileenmcnaughton, Benevity made some updates to their reports and fees are now incorporated to each line when applicable for both the individual amount and match amount. Could you please add these fields to the import?

I've added the report here for reference: Fundraising/Tech/Major Gifts/Benevity Example/January 2019 - fees added

Let me know if you have any questions! Thanks so much.

Event Timeline

LeanneS created this task.Mon, Feb 4, 8:00 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptMon, Feb 4, 8:00 PM
Eileenmcnaughton renamed this task from Changes to Benevity report to Changes to Benevity import.Mon, Feb 11, 11:43 PM
Eileenmcnaughton claimed this task.
Eileenmcnaughton added a comment.EditedTue, Feb 12, 4:42 AM

Just a quick note to say I've grabbed the file & these are the changes

  1. Columns renamed
    • Participating Corporation -> Company
    • Date of Donation -> Donation Date
    • Matched Amount -> Match Amount
    • Total -> Net total (we weren't using this)
  1. Additional Columns
    • Currency
    • Donation Fee
    • Match Fee
    • Merchant Fee
    • Activity

Potentially we will add Merchant fee onto donation fee

  1. Data changes in columns
    • Donation date now includes time 2015-11-01 -> 2015-11-01T23:09:28Z
    • Donation Frequency - we had 'One-time' but now it's 'One Time', also new 'Unspecified' option - we may not use field

Change 489952 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] WIP - Adjust Benevity import to reflect changed csv from Benevity

https://gerrit.wikimedia.org/r/489952

I tested importing the first 20 rows on staging & it looks good - I think the changes are fairly simple but my test import highlighted a new issue which was the names have changed from Benevity's end - which will involve updating many of them in Civi - I believe they can only be done manually :-(

Nevertheless I think the patch as stands works & I'll work with @LeanneS on the name issue & any issues relating to the size of the import

Change 489952 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Adjust Benevity import to reflect changed csv from Benevity

https://gerrit.wikimedia.org/r/489952

@LeanneS I just deployed this although I think we want to do a test run of just a few rows & then build up - it might be less painful if the sheet is sorted by company name first?

Thanks @Eileenmcnaughton. I just did a test of ~20 rows. The fees seems to be reflecting correctly for those with fees on the individual amount, but the rows with a "Merchant fee" are being associated with the individual's portion rather than the company's match.

@LeanneS there are 3 fee columns in the spreadsheet now

Donation Fee
Match Fee
Merchant Fee

I had assumed the first 2 are on the individual & matching org respectively and the last one - Merchant Fee would be an additional fee against the individual contribution if they paid by credit card. Can you confirm how the 3 fees are supposed to work?

Ah yes, that seems right. I just looked at their report glossary and Merchant Fee indicates "This fee applies to the costs associated with processing credit card, PayPal or similar transactions." I think it's fine to put the fee with the individual's contribution and add it to any donation fees.

Do you think it's okay to attempt importing the full file or should I split it up?