Unique identifier | Voters

Unique identifier

complete

Greg Clements

Would be great to push a unique identifier (think: confirmation number) to Salesforce to make it easier to reconcile what we have in GL with what we have in SF

May 6, 2020

Jonathan Lin

marked this post as

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

Nicholas Burman

This is great - I emailed support to suggest this very feature, and they directed to me to the feedback portal. Very excited to see this is in progress! If you export a Give Lively CSV file there is an id number which I assume is the Give Lively ID. Even if that were pushed to a custom field in the same manner that the "One Time" / "Monthly Recurring" designation is pushed to a custom field on the Opportunity, I could easily do mass upserts with this field to solve the problems of P2P soft credits and donations made in honor of someone else not syncing. Also, I could do any "custom mapping" I wanted to this way until true custom mapping is introduced.

David DeParolesa

marked this post as

in progress

Madeline Campbell

Yes! This would be incredibly helpful. We have this function through Wordpress with WooCommerce and Charitable but it doesn't seem as though the Give Lively donations have an "order/confirmation number."

Nicole Alter

Team Rubicon requesting to sync the Stripe transaction ID

Nicholas Burman

Nicole Alter: Would be very helpful for us as well!