When a donation is made in Enthuse, Donorfy will add the payment as a Transaction on to the donor's Constituent Timeline. The various assigned items for the Transaction such as Product, Fund, Department, Payment method, Bank Account, Campaign, etc will be added according to the best defaults - see here
The below table describes how the mapping is made:
Checks whether the campaign exists in Donorfy.Where the campaign does not exist a new Campaign will be created in Donorfy, populating the name from Enthuse. The default Product and Fund fields will be attributed to the Campaign from the Transaction Defaults
|Derived from (first one for each field applies)
|Potentially Gift Aidable
Is set to No
|Enthuse will be collecting Gift Aid on your behalf.
Campaign on the Enthuse donation if it exists
Campaign on the associated Fundraising Page
Default Campaign from the Enthuse integration settings
Checks whether the campaign exists in Donorfy by checking the Campaign Description.
“Enthuse - Single”
“Enthuse - Recurring”
depending on whether the donation is one-off, or related to an Enthuse schedule (recurring gift).
Checks whether the Payment Method exists in Donorfy.
Where the Payment Method does not exist a new one is created.
If the Payment Method is created by the integration, it will set the Payment Method to Recurring if it was a recurring payment, or Not Recurring if it was a one-off.
|As per the Transaction Default Settings in your Donorfy
|This is left blank for future use
|Product from the associated Fundraising Page;
Product from the Enthuse Integration Settings:
“Product - Fundraising” or “Product - Events” depending on payment type.
Fund from the associated Fundraising Page
Default Fund on the Donorfy Campaign.
Department from the associated Fundraising Page
Donorfy Transaction Default Settings.
Where a donor has opted to cover the processing fees for the payment, the fee will be added to the Processing Costs field within the Transaction.
Soft Credits are created for donations that are associated with fundraising pages. The Soft Credit is for 100% of the donation value and is assigned to the holder of the fundraising page against which the donation was made.
Enthuse can associate one donation with both a personal and a team fundraising page. Where this occurs the transaction will be soft-credited to both the holder of the team fundraising page (usually a company), and also the holder of the personal fundraising page.
Where a donor has opted into Gift Aid for the payment, Enthuse will collect the Gift Aid on your behalf. Once claimed the Gift Aid Amount will be added to the original Transaction and can be reported on via the Gift Aid Amount Claimed field within a Transaction List.
In your list results you can view the following fields to obtain further information.
- Reference = PaymentID in Enthuse. Searching by PaymentID in Enthuse
- PaymentReference1 = Unique ID for this donation from Enthuse's API. (This is not currently searchable in Enthuse)
- PaymentReference2 = Donor ID/Supporter ID from Enthuse. Searching by SupporterID in Enthuse
- PaymentReference3 = fundraising Page ID from Enthuse. Searching by PageID in Enthuse
- Enthuse Overview
- Obtaining your Enthuse API credentials
- Enthuse Integration Settings
- How constituents are added
The Enthuse integration is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.