So you'd like to contract with the RaiseDonors team for import assistance? Awesome! Let's get started! Send us an email at help@raisedonors.com so we can connect regarding timelines, cost, specific data needs, and discuss deliverables.
Include as much of the following information as you can so we can get started as soon as possible:
- Your ideal kick-off for this project [we want to get started right away too!]
- Your ideal timeline for all imports to be completed [we need a few weeks to do our magic, but knowing the timeline you're shooting for helps us to schedule internally]
- What gateway are you moving from [we're just getting the lay of the land here]
- What gateway you are moving to [even WE need to know where things will start and end]
- If you're an overachiever (you know who you are 🙂 ) you can also include your completed Schedule Import Template. We'll need this information to assess the next steps [go team!]
What goes into the Schedule Import Template?
We're so glad you asked! Here's some helpful hints:
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It's important to note that this file can support schedules with single or multiple fund designations..
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Don't forget to make sure that all data is appropriately parsed for commas and apostrophe's to be compatible for CSV's.
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The chart below outlines the details of the fields included in the file.
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Some of these fields are required and must be present in order to get a clean import.
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If the gateway you're moving from is Authorize.net or Stripe, RaiseDonors can help to communicate directly with them to download all schedules and build this CSV for you automatically.
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This is particularly helpful when timing is critical and you are unable to export ARB's from Authorize.net. Once the CSV is supplied, you can then fill in any missing information (pageName, Motivation, etc).
| Gateway.PaymentTokenId
|
The current token Id for this schedule. You do not know the new tokenID from the gateway you are moving to. This is the tokenID from the gateway you are moving away from. |
| TenderType
|
ACH or CC
|
| Donor.OrganizationName
|
If the donor is actually an organization (optional), you can provide the organization name.
|
| Donor.FirstName
|
Donor's First Name |
| Donor.LastName
|
Donor's Last Name |
| Donor.EmailAddress
|
Email address. This is a required field. If you are providing fake email addresses - please read this.
|
| Donor.Phone
|
Donor's Phone Number
|
| Donor.BillingAddress
|
Donor's Billing Address for payment method
|
| Donor.BillingCity
|
Donor's Billing City
|
| Donor.BillingState
|
Donor's Billing State
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| Donor.BillingPostal
|
Donor's Billing Postal Code
|
| Donor.BillingCountry
|
Donor's Billing Country
|
| Schedule.Amount
|
The total amount of the recurring schedule
ex: 100.00 |
| Schedule.NextChargeDate
|
The schedule's next charge date. This is also the first charge date of the new schedule in RaiseDonors.
|
| Schedule.Frequency
|
Monthly, Weekly, Quarterly, Anually.
|
| Schedule.Currency
|
ex: USD |
| Schedule.Meta.Comment
|
Optional, a comment to store with the schedule
|
| Schedule.Meta.ForeignKey
|
Optional, a reference key to store with the schedule
|
| Schedule.Meta.SourceCode
|
Optional, a source code to store with the schedule
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| Schedule.Meta.PageName
|
Donation Page to associate with schedule and donation.
|
| Schedule.Meta.IsAnonymous
|
If you wish to have the schedule marked as anonymous. |
| Schedule.Fund.Code1
|
For fund designations, provide the fund code.
|
| Schedule.Fund.Amount1
|
For fund designations, provide the fund code.
|
|
Schedule.Fund.Code2
(3,4,etc) |
If there are multiple fund designations, you can provide as many iterations as needed.
|
|
Schedule.Fund.Amount2 (3,4,etc)
|
Ensure the sum of all fund designation amounts sum to the total provided at Schedule.Amount
|