Tammy Silverthorne
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116 votes
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Tammy Silverthorne
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6 votes
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Tammy Silverthorne
commented
We're working on a P2GL integration for our Classy transactions and need this information for it. We could wait to bring in the transactions once the payout date has been entered or do a separate import. It's a two-step process currently for us to update this information in Salesforce with a Classy report. Bringing in the Payout ID would also help simplify the reconciliation between Salesforce and finance.
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3 votes
Tammy Silverthorne
supported this idea
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13 votes
Tammy Silverthorne
supported this idea
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22 votes
Tammy Silverthorne
supported this idea
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36 votes
Tammy Silverthorne
supported this idea
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177 votes
Tammy Silverthorne
supported this idea
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207 votes
Tammy Silverthorne
supported this idea
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Fuzzy matching on name fields is critical as well.