Sync donor-covered transaction fee amount to separate field in Salesforce | Voters

Sync donor-covered transaction fee amount to separate field in Salesforce

complete

Nicole Alter

May 14, 2020

Justin Gavette

Hi Jonathan Lin - this has been a great addition, but I have noticed some inconsistencies with the data. There are two give lively fields, one being "Payment Platform Transaction Fee" and the other "Transaction Fee covered by Donor"... should these match?

Jonathan Lin

Justin Gavette: Excellent question. Transaction Fee Covered By Donor is the pre-transaction estimate, which we display to the donor, and which they can opt to cover. After the transaction goes through, we record the actual amount. That's the Payment Platform Transaction Fee. It's not unusual for the actual amount to differ from the estimate, at least by a small degree.

Justin Gavette

Jonathan Lin: Thank you, that makes sense!

Jonathan Lin

updated the status to

complete

We are happy to announce that this feature has been delivered in version 1.3 of our Salesforce integration! Please use the following link to request assistance with the upgrade: https://resources.givelively.org/contact-us/create-a-salesforce-help-ticket

Kelsey Melvin

These seems like a non-brainer for non-profit purposes. The important amount for our development team is the amount donated, not the total amount paid. We can't run any of our totals with the current integration limitations.

David DeParolesa

updated the status to

in progress

John F. Bono

Actually, after giving it some thought, it would be useful to know what the transaction fee is AND whether it was covered by the donor!

Adrienne McCue

John F. Bono: We've been removing the fee as a "Write off Payment" but it's nice to know this will be included.

John F. Bono

This would be really useful! It is one of the things that is holding us back from turning on the integration!

Nicole Alter

Team Rubicon is asking to sync fee information in general.

John F. Bono

Seconded - transaction_fee_covered_by_donor

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