Add functionality to import MobilePay transactions into The Raiser's Edge

MobilePay is a great new feature for taking payments from a mobile device. It does not currently integrate directly with The Raiser's Edge so users must use a manual export from BBMS, then import to RE process. There is no way to easily identify existing constituent records when doing this. Please add functionality that will make importing and matching those transactions to existing constituents easier for end users. Perhaps you can leverage RE mobile app in some way to connect the two.

  • Guest
  • Aug 14 2013
  • Reviewed: Voting Open
  • Attach files
  • Madeline Burns commented
    September 20, 2018 18:26

    5 years later this issue has still not been resolved - we would love to have more functionality in MobilePay's integration with RE. This process is very smooth with the RE event app, but when it comes to actual credit card transactions using MobilePay, everything must be moved over manually or by using an Excel import into Raiser's Edge. This makes event management difficult when using MobilePay separately from the RE Event app.

  • Judi Umbreit commented
    January 22, 2018 15:53

    It would be helpful to have Mobile Pay gifts import into a batch in RE just like OLX currently does. Thanks!

  • Guest commented
    March 17, 2016 23:27

    You are Blackbaud! It is imperative that you make this happen. The job is only half done.

  • Guest commented
    March 17, 2016 23:27

    This should happen with any BBMS gift, not just mobile.

  • Eric Baerg commented
    March 17, 2016 23:27

    Also there is no field for fund selection. This makes it rather difficult for the gift processor if people are giving to multiple things at an event, for instance.

    I'm glad someone already suggested this topic. I told my coworkers that I would go ahead and do, it but it would be just like most of my other suggestions: "Dear Blackbaud, please make this product or feature actually functional for typical use."

    As another commentator mentioned, they released the product before it was finished just so they could say they had the option available.

  • Guest commented
    March 17, 2016 23:27

    Agreed, finish the dang project so that it is actually useful!

  • Eric Baerg commented
    March 17, 2016 23:27

    Jenn, in answer to your question, right now at our institution we aren't using MobilePay, because its features are too limited. My coworkers have expressed the desire to use it for things such as processing payments & gifts at our annual golf tournament, and having it available for processing gifts when we set up a booth at events such as graduation (senior class gift), chapter meetings (annual fund), and student-led campus events (club/missions/annual fund gifts). Our major gift officers have also said they would use it in their one-on-one donor meetings for people who want to give right away and not have to remember a commitment (thus saving us from sending them pledge reminders, too.)

    These things aren't possible because of the limited features of the MobilePay app and BBMS portal. The app doesn't have a way to pick from various funds to apply the gift to. The BBMS portal also doesn't have a place where this fund would be listed. The closest thing to a solution is to type something in the comments box of each transaction. However, this field doesn't show up on any of the BBMS reports - you have to click into each transaction to see the details and read the comments (as well as view useful address/email information). This is time consuming for the gift processor and, being a free text field, would be prone to data entry error, or, being optional, complete exclusion. The comments field also doesn’t display on the donor’s emailed receipt, which in our experience, causes them to call us up and wonder whether their gift actually got deposited as they intended, leaving them frustrated.

    Extra useful features would include the ability to tag the gift with an appeal/solicitor name/event etc... If we have a chapter meeting out of state and an on campus event on the same day, and donors in both places give to our annual fund, we have no way of knowing which event each gift came from, unless the person with the mobile device happens to remember the name of each of their event attendees.

    Other users may have more recommendations, or you may have some solutions that I haven’t discovered, but those are the issues as I see them.

  • Guest commented
    March 17, 2016 23:27

    Please please please! :)

  • Guest commented
    March 17, 2016 23:27

    When our constituents pay for an event on-site we use MobilePay. Also we sometimes offer items for sale at the event. In both instances, we have to manually link up/enter the transactions after the fact.

  • Guest commented
    March 17, 2016 23:27

    People pay for the event, make a donation

  • Guest commented
    March 17, 2016 23:27

    We use the event app and the integration works great, but when we use the Mobile Pay "stand alone" we have no way of integrating the transaction in, or even knowing there was a transaction done. When we were with Intuit we would get a notification that transactions has been processed, and with a summary report of the mobile pay transactions and a link to log in and see the details.

  • Guest commented
    March 17, 2016 23:27

    Events almost always have more than one option to donate.

    Sponorships
    Registration
    Raffle Tickets
    Silent Auction
    Donation
    etc.

    Many of these options do not have preset values and therefore cannot be set up to be used on the RE:Events app.

    Who would benefit?
    Having this option would be beneficial to anyone using the event app and would make it quicker and easier to process gifts at an event.

    How should it work?
    Events could link directly to Appeals.

    User would set up an appeal and packages. Packages would have default gift amounts or not as necessary. For example, Silent Auction and Donation packages would not have default gift amounts. After the appeal is set up, give the user an option to create an event based on the appeal. User would choose which packages are considered “Registrations” and which are not. The event would then be created and modified as necessary.

    When the events app is used at an event, the donor can pay at the door using one of the defined registration options. A short time later, the donor can be pulled up in the app again and charged for a gift to one of the other “packages”, i.e., raffle ticket(s), silent auction, donation, etc. and all of these gifts would be included in the gift batch set up for the event.

  • Guest commented
    March 17, 2016 23:27

    We often have event attendees want to give a donation, or buy a book or renew their membership, and since none of those are registration fee units, we can not use the event app to process the payments. Our work around has been to add these as registration fee units, but that is not the optimal process. Having the mobile pay integrate with RE is NECESSARY -!