Classy Endpoint API Field Additions
Classy Recurring Giving Plans:
- Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
- Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation
Classy Transactions:
- ACH Last 4 (Available on Recurring Giving Plans)
7
votes
Cody Murray
shared this idea
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Kendal Ferguson
commented
Another needed field:
Fundraiser Page Alias
This field is occasionally used for Appeal mapping to SoR and the only way to handle in Recurring formula type is to replace Page IDs to corresponding Alias value.
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Kendal Ferguson
commented
Additional fields needed for Recurring Giving Plan:
3. Campaign Name (available in Classy Transactions)
4. Campaign Internal Name (available in Classy Transactions)These fields are used for gift coding without requiring transformations on Campaign ID which is the only available field in RG Plans right now