Two standard formats are available for importing payment and cancellation information. The corresponding template files are attached to this article.
The imports are only processed for donations from campaigns where the workflow is activated. The payment import also only updates donations that are not processed through RaiseNow, as RaiseNow payments are automatically transferred into the system.
Of course, we can also implement custom import formats if needed. Simply send us the relevant file along with a brief description of the desired processing to support@formunauts.com.
Payment Import
Filename: xxx_payment.csv or xxx_payment.xlsx
The file can contain the following columns:
| Column | Required Field | Description |
|---|---|---|
formnumber |
Yes | Public number of the donation. |
date |
Yes | Payment date in ISO-8601 format yyyy-MM-dd. |
successful payments |
Yes | Number of successfully completed payments. |
gross payments |
Yes | Total number of all payment attempts. |
amount |
No | Total amount paid so far. A comma must be used as the decimal separator, for example 10,50. |
payment code |
No | Additional payment code, for example a SEPA error code. |
annual amount |
No | Current annual donation amount. |
interval |
No | Current payment interval. |
The following values apply for the payment interval:
-
12– monthly -
4– quarterly -
2– semi-annually -
1– annually
A sample file for the payment import is attached to this article. Please note that it also intentionally contains erroneous sample records.
Cancellation Import
Filename: xxx_cancellation.csv or xxx_cancellation.xlsx
The file contains the following columns:
| Column | Required Field | Description |
|---|---|---|
formnumber |
Yes | Public number of the donation. |
date |
Yes | Cancellation date in ISO-8601 format yyyy-MM-dd. |
status |
Yes | New status of the donation. Only cancelled and failed are allowed. |
status code |
No | Relevant status reason code, for example FCO-1-001. If no code is provided, the default status reason is used. |
If the status of a RaiseNow donation is changed via this import, the associated RaiseNow subscription will also be canceled, provided the corresponding API connection is set up.
A sample file for the cancellation import is also attached to this article.
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