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Coding changes to offline gifts
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Description

Pushing forward with coding changes to offline gifts.
Melanie and the team will need support with the following imports to make the updates.

  • Benevity
  • fidelity
  • international wires (citi bank)
  • Foreign check import (is also Engage)

Melanie will begin with the pieces she can update on her end which includes the following:

Internal imports:

  • Engage individual, organization, and all Engage imports
  • US matching eft
  • Stock overflow import (small at the moment)

Donor view - manual entry in batch entry (require new fields in the batch data interface)

  • DAF gifts - they give us all gift information
  • Matching gift - batch data entry

Event Timeline

greg removed Ejegg as the assignee of this task.Aug 26 2024, 7:58 PM
greg added a subscriber: Ejegg.

@NNichols would you be able to join CiviFortnightly to discuss this phab with us?

discussed with @MDemosWMF - decided to revisit in FY2425 Q3

@MDemosWMF let's check in on this at the offsite?

@AKanji-WMF The only ones left in this list are Fidelity which is currently being worked on (T386017) and Benevity which would be next up after Fidelity. The rest here have been completed since we have built imports for those.

AKanji-WMF claimed this task.
AKanji-WMF moved this task from Next to Current Sprint on the Fundraising-Backlog board.

Awesome, thank you - I'm going to resolve this task as we have the other two in play.