How the Integration Works
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      3. How the Integration Works

      How to Reconcile Your Fundraiser Results Between Trellis and Raiser’s Edge

      This guide will walk you through the process of reconciling your fundraiser results using the Trellis All Transactions Report, Payout Report, and Raiser’s Edge data.

      By cross-referencing these fields, you can verify what has been synced, included in payouts, and the details of those purchases. This ensures consistency and accuracy across your fundraising records. 

       

      Important Note: The $0.30 transaction fee charged through Stripe will not appear in any Raiser’s Edge reports at this time.

      I would change this with something more along the lines of

      "If donors cover the fees, the $0.30 Stripe transaction fee does not appear in Raiser's Edge at this time."

      This will also of course change with BBMS.

      Important Note: Transactions on Trellis using offline payment methods will appear in your Trellis All Transactions Report and Raiser's Edge gifts, but not in the Payout Report.

       

      Gathering Your Reports:

      1. All Transactions Report: This report contains all the details and data about your fundraiser. Refer to this article for instructions on how to locate it.
      2. Payout Report: This report includes all the transactions in your most recent payout. Refer to this article for instructions on how to locate it.
      3. Audit Log: This report shows all integration activity, including all gifts synced by Trellis into Raiser's Edge.

      Matching the Data to Ensure Accuracy:

      Once you’ve obtained your reports, match the following fields to reconcile your results:

      1. Checkout Purchase ID:

        • All Transactions Report: Sales Breakdown Sheet
        • Raiser’s Edge: Appears as Gift ID Screenshot 2024-06-21 at 4.03.13 PM

      2. Payout ID:

        • All Transactions Report: Sales Breakdown Sheet
        • Payout Report: Column AB

      3. Purchasable Name:

        • All Transactions Report: Sales Breakdown Sheet, called the Item Name
        • Payout Report: Column L
        • Raiser’s Edge: Comment in the Gift Screenshot 2024-06-21 at 3-55-40 PM-png

      4. Custom ID:

        • All Transactions Report: Sales Breakdown Sheet
        • Payout Report: Column T

      5. Trellis Source: 
      • All Transactions Report: Sales Breakdown Sheet, called the Location
      • Raiser's Edge: Custom Field called Trellis Source on your Gifts

       
      Note: You can run a query in Raiser's Edge for all gifts with Any Value for the Custom Field "Trellis Source" to see all gifts synced by Trellis.

       

      If you still have questions or any feedback on how we could improve the reconciliation process, please email support@trellis.org