Enthuse - How Transactions are added – Donorfy Support

Transactions

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

Transaction area	Field	Derived from (first one for each field applies)	Notes
	Potentially Gift Aidable	Is set to No	Enthuse will be collecting Gift Aid on your behalf.
Transaction Payment	Campaign*	Campaign on the Enthuse donation if it exists or Campaign on the associated Fundraising Page or Default Campaign from the Enthuse integration settings	Checks whether the campaign exists in Donorfy by checking the Campaign Description. Where the Campaign does not exist a new Campaign will be created in Donorfy and a note added to confirm it was via Enthuse. The default Product and Fund fields will be attributed to the Campaign from the Transaction Defaults
	Payment Method*	“Enthuse - Single” or “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.
	Bank Account	As per the Transaction Default Settings in your Donorfy
	Currency		This is left blank for future use
Transaction Allocation	Product	Product from the associated Fundraising Page; or Product from the Enthuse Integration Settings: “Product - Fundraising” or “Product - Events” depending on payment type.
	Fund	Fund from the associated Fundraising Page or Default Fund on the Donorfy Campaign.
	Department	Department from the associated Fundraising Page or Donorfy Transaction Default Settings.

Fees

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

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.

Gift Aid

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.

Transaction Lists

When creating a transaction list in Donorfy, you can filter by Product to find your Enthuse Transactions.
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

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