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)

2. Additional Columns
   • Currency
   • Donation Fee
   • Match Fee
   • Merchant Fee
   • Activity

Potentially we will add Merchant fee onto donation fee

3. 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?

My initial testing has gone well overall, but there seems to be a big discrepancy in the total of what I imported and what shows under Find Contributions. The total in Civi is much lower. I'm not sure why though because the fees seem to be reflecting accurately.

On digging it seems to be mishandling matching gifts over $1k - good problem to have. This probably pre-dates these changes & perhaps matching gifts over $1k have been pretty rare - digging

Change 492936 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Remove commas from all money fields

https://gerrit.wikimedia.org/r/492936

Change 492936 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Remove commas from all money fields

https://gerrit.wikimedia.org/r/492936

Change 492947 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@deployment] Remove commas from all money fields

https://gerrit.wikimedia.org/r/492947

Change 492947 merged by jenkins-bot:
[wikimedia/fundraising/crm@deployment] Remove commas from all money fields

https://gerrit.wikimedia.org/r/492947

@LeanneS I've deployed a fix for those generous donors

@LeanneS how is the import going?

It went well! Thanks so much, @Eileenmcnaughton!

The one thing I'm unable to confirm is how the negative amounts are reflected with the transaction search not working for me. This only impacts 3 of the rows though.