Correcting Gift Source Coding on Benevity import
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	NNichols
	Jan 11 2024, 11:23 PM

Description

The current Benevity import is miscoding the gift source on gifts.

We want to correct this issue and use this moment to add another gift source to the coding of benevity gifts for accuracy.

Within a Benevity import, there are various types of gifts: Matching gifts, Payroll deductions, individual gifts, and also Employee Giving and Volunteer Match.

I've put together some examples from the last few imports.

https://docs.google.com/spreadsheets/d/1UFJI54G_jxvBz3LnuHELdBUlNnmo4RXa6KaUKvCRCZs/edit#gid=478964989

I have removed all donor information from this sheet and used my name instead. The orange columns are the appropriate gift source for each gift in the preceding column. These columns are not included in the import.

I also created this little key to help
Blue Snap and Blue Snap (Apple Pay) = Individual Gift
Payroll = Payroll Deduction
My rewords = Employee Giving
Blank = individual gift
Volunteer= Volunteer Match
Donation = Matching Gift

Employee Giving and Volunteer Match would be new Gift Sources

Details

Subject	Repo	Branch	Lines +/-
More import mappings	wikimedia/fundraising/crm	master	+2 -0
Fix Benevity import to use configured source data	wikimedia/fundraising/crm	master	+92 -17
Add addiitonal Gift Source (aka Campaign field) options	wikimedia/fundraising/crm	master	+33 -0

Customize query in gerrit

Event Timeline

NNichols created this task.Jan 11 2024, 11:23 PM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptJan 11 2024, 11:23 PM

Adding a note about the timeline:

We are hoping this could be corrected by the end of January. I want to use it to reimport all of benevity for this fiscal year so we have a better idea of what kind of gifts came through.

AKanji-WMF moved this task from Triage to Current Sprint on the Fundraising-Backlog board.Jan 16 2024, 8:57 PM

AKanji-WMF added a project: Fundraising Spring - anybodyKnowWhatThisDoes().Jan 17 2024, 3:51 AM

Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Spring - anybodyKnowWhatThisDoes() board.Jan 22 2024, 8:36 PM

Change 992266 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add addiitonal Gift Source (aka Campaign field) options

https://gerrit.wikimedia.org/r/992266

gerritbot added a project: Patch-For-Review.Jan 23 2024, 2:44 AM

Change 992269 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix Benevity import to use configured source data

https://gerrit.wikimedia.org/r/992269

Change 992266 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add addiitonal Gift Source (aka Campaign field) options

https://gerrit.wikimedia.org/r/992266

Eileenmcnaughton moved this task from Doing to Ready for Review on the Fundraising Spring - anybodyKnowWhatThisDoes() board.Jan 23 2024, 9:37 PM

Change 992269 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix Benevity import to use configured source data

https://gerrit.wikimedia.org/r/992269

Maintenance_bot removed a project: Patch-For-Review.Jan 24 2024, 5:30 PM

@NNichols I just pushed out this fix - give it a go

XenoRyet closed this task as Resolved.Jan 29 2024, 8:24 PM

XenoRyet set Final Story Points to 4.

@Eileenmcnaughton I can test this in a few days. Benevity's website is down and I can't pull any reports until the 31st.

@Eileenmcnaughton Everything looks good with my test! We are going to work on fixing the other months and will come back if we see anything else not mapping correctly

@Eileenmcnaughton

I have some new Source/Reasons that need mapping on this import.

Source Reason
Corporate Direct Donation Corporate Donation

PAC Match User Donation

Corporate donation would be gift source = Corporate Gift
and PACH MATCH User donation combo would be gift source= Matching Gift

NNichols reopened this task as Open.Feb 12 2024, 4:13 PM

AKanji-WMF added a project: Fundraising Sprint: canOfWorms(🪱).Feb 13 2024, 9:23 PM

@NNichols so as I understand it we wind up with

Change 1006599 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] More import mappings

https://gerrit.wikimedia.org/r/1006599

gerritbot added a project: Patch-For-Review.Feb 26 2024, 11:18 PM

Eileenmcnaughton moved this task from Backlog to Ready for Review on the Fundraising Sprint: canOfWorms(🪱) board.Feb 26 2024, 11:18 PM

Nora, I'm reviewing Eileen's patch and I just wanted to double check what you meant by Source/Reasons. Are those two fields or one?

That is, is it a single field with literally "Corporate Direct Donation Corporate Donation" and "PAC Match User Donation" values?

Yes they are two fields. They are usually complementary to each other. In this case the corporate donation reason and source are basically the same and can be marked as a Corporate Gift. The other one is just a little trickier because it's PAC Match and then User Donation. User donation can sometimes mean Individual Gift from the donor but in this case the funds are in the Matching Gift field and would u become a gift source = Matching Gift

AKanji-WMF edited projects, added Fundraising Sprint: didAnyoneTryThis(); removed Fundraising Sprint: canOfWorms(🪱).Feb 29 2024, 5:43 PM

Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint: didAnyoneTryThis() board.Mar 4 2024, 8:51 PM

I just spoke to @NNichols & it seems OK to only match the 2 sources (& ignore the reasons)