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Update import code (inc upstream) to permit importing last 4 digits of CC number (to financial_trxn.pan_truncation)
Open, Needs TriagePublic8 Estimated Story Points

Description

Add a space for the donation processing team to import the last 4 digits of the credit card number from direct mail imports.

field should be located in the Payment Details section

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Event Timeline

Dwisehaupt set the point value for this task to 8.Aug 26 2024, 8:03 PM
Eileenmcnaughton renamed this task from Adding a field for last 4 digits of CC number to Update import code (inc upstream) to permit importing last 4 digits of CC number (to financial_trxn.pan_truncation).Aug 27 2024, 7:30 PM

I've confirmed timing with Nora on this tl;dr it should probably go into our next sprint.

  • while we do have a small mailing going out this week that we expect to start receiving responses for, we don't expect anyone to reply with a CC slip.
  • However in Sept we will be sending to a larger list and there will be a higher chance of cc responses coming back to us.

CC: @MSuijkerbuijk_WMF as I know we had discussed the use of CC's in the donor portal; we can develop that out separately.

Talked with @Eileenmcnaughton on this one - I think we need to bump this up because our larger mailing goes out today Oct 4 (cc gifts could be returned) and I would like to try and map that field to the import template before I'm away if possible. @EMartin for visibility

Thanks @MDemosWMF, I'll add it into our next sprint starting Tuesday.

@AKanji-WMF Thanks! Since I will be out I'm adding @Elbar53 so she can see when this field is available to add to our mapping templates for any Direct Mail returns.

Targeting Sprint U in anticipation of DM returns October/November.

November 4 - confirmed that this is still a requirement with @MDemosWMF

Currently we are importing this CC information to the Transaction ID field like we do with Money Order #s as we wait for this to be updated in Civi. However there is starting to be an issue because the last 4 CC digit numbers are not unique. This is causing issues upon import. Once we get this new field built out and usable in the import template the issue will be resolved. @Eileenmcnaughton FYI

AKanji-WMF changed Risk Rating from N/A to Informational.Apr 2 2025, 6:24 PM
AKanji-WMF changed Risk Rating from N/A to Informational.Apr 2 2025, 6:26 PM
AKanji-WMF changed Risk Rating from N/A to N/A.

I feel like this should be working now

@Eileenmcnaughton I'm not sure we will use this after all since we are now working on switching to Gr4vy