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185 results found

  1. Company Donations should add info besides name to Organizational Accounts in Salesforce

    Currently, the integration only matches to and creates the Name of an Organizational account when a company credit card is used in Classy. We would like to see things such as the billing address be used to match and or create Organizational Accounts.

    As using name only is a huge limitation for Account matching and creation, causing duplicates and inaccurate records.

    6 votes

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  2. Custom Questions: Eliminate need to map in NPSP for every campaign

    It is time consuming (and we often hit the 1000 "collection size limit") to have to map the same custom answers for each campaign (ex: contact information for attendees in ticketed events, phone numbers, title, birthdate, etc). I would like to see these as standard questions that we only have to map a single time in the Classy Custom Field Mapping object in NPSP.

    14 votes

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  3. Request for C4SF integration to send email notifications for failed API Requests

    Organizations that looking for a more intuitive or real-time alert for when data fails to sync from Classy to Salesforce often ask if there is an email notification that the integration can send that lets them know when a failed API request occurs.

    Something to call out is that sometimes the autoretry will fix the issue and allow that data to sync in successfully, so if an email notification is sent for every failed API request, there is the possibility for false positive alerts. Perhaps a daily edition of failed API requests could be a solution and provide a more…

    3 votes

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  4. Total Amount Raised Thermometer / Display Widget for Websites

    Renewl & expansion manager making a note on behalf of teh Diabetes Family Connection who would like to display the total amount raised and total goal from this single campaign https://www.classy.org/campaign/pma-it-forward-2022/c440063
    on our website https://thedfc.org/give [squarespace] at no additional cost.

    1 vote

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  5. Adding Classy Pay as Payment for Bonfire

    We'd like to move our Bonfire payments from Braintree to Classy Pay, streamlining the checkout flow.

    1 vote

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  6. Don't require an iframe

    Having your URL in the iframe is throwing a frame-ancestors policy violation error and the donation form will not come up in an iframe. It's a wordpress site and I've tried two different plugins, edited the needed settings on apache and .htaccess, got hosting support involved multiple times, tried embedding the form html directly in a popup manager, and probably more. Several hours on this. Seems like embedding it in an iframe is a legacy implementation and you could do much better by generating the form itself with javascript instead of in an iframe.

    1 vote

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  7. Run both UA and GA4 in parallel

    With Universal Analytics going away in July 2023, it would be great if Classy could update their data layer for GA4. We will want to run both UA and GA4 in parallel for a little while to test, compare and contrast, and debug.

    1 vote

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  8. Please, please, please, make Classy Payout Reports fully integratable with QuickBooks Online!

    We are a VERY small nonprofit, with extremely limited, and only volunteer, staff. It would help us SO much if Classy Payout Reports could be fully and automatically integrated with QuickBooks Online, such that if there are multiple donors in any given payout report, automatically splits will be generated in QBOL showing the name of the donor, the amount donated, as well as any fees assessed in the processing of the donation. As it is at the moment, we have to enter all that information into QBOL separately, a time-consuming matter during a time when there is very little time.…

    1 vote

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  9. Text-to-donate for standard campaigns

    Admin likes the idea of the Classy Live text-to-donate feature, and would like to have this feature available for standard Classy campaigns as well.

    5 votes

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  10. Restructure C4SF Field Types

    Some field types in the current Classy for Salesforce integration do not make sense for the data that is synced. Some fields representing IDs are currently number fields when they should be a text field (getting rid of the commas). Similarly, some current fields representing amounts are number fields when they should be currency fields.

    While updating current field types cannot be done, can research be done to evaluate implementing new fields with the correct types and deprecating older ones that do not make sense?

    1 vote

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  11. Add Classy for Salesforce field for "Donation Amount is Hidden"

    Currently the C4SF integration only syncs over whether a donor has selected to hide their name from the public, which correlates to the "Donor is Anonymous" field in Classy Manager reporting.

    Request to add a field to sync over whether the donor chooses to hide their donation amount from the public, which correlates to the "Donation Amount is Hidden" column in Classy Manager reporting.

    1 vote

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  12. Double the Donation Integration data flow

    We'd like the ability to only send donor data to DtD from Classy if the donor checks the 'check if my gift is match eligible'.
    With our global donor base we don't believe sending all data regardless of preference is in the spirit of modern privacy best practices and for EU donors is problematic.

    1 vote

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  13. API request for Salesforce Intergration

    Requesting for the donation amount minus the donor covered fees and donor covered fees dollar amount to sync to Salesforce, these fields will need to be added to the core Classy platform's database first. It would benefit us to be able to view the original amount the donor requested to give.

    1 vote

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  14. Needed API for Salesforce Integration

    For the donation amount to minus donor covered fees and donor covered fees dollar amount to sync to Salesforce, these fields will need to be added to the core Classy platform's database first. We would like to be able to decipher which amount was initially donated before the fees are added.

    1 vote

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  15. Restrictions on names entered on transaction

    Put restrictions on names entered that come into Salesforce. i.e, preventing the name if a donor types “@” or “.com” in their name

    1 vote

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  16. Save URL on Transaction and Push To Salesforce

    Save the value of the full URL string that a donor's web browser uses to get to a donation page. Save it on the transaction record. Make it available on the transaction detail page and in transaction reports. Also, have it flow into Salesforce via Classy for Salesforce (E.g., store the values in an Opportunity object field).

    Include all parts, including the query string and fragment (even though a fragment is likely not used).

    3 votes

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  17. Extend Classy for NPSP field mappings to Salesforce's NPSP

    Currently, the Classy for NPSP package only maps to a small amount of NPSP fields available to the customer in Salesforce. Larkin Street Youth Services is looking to map certain amounts from Classy to NPSP fields. Specifically, the NPSP "Fair Market Value" field. Additionally, the Classy Custom Field Mapping tool cannot be utilized because the NPSP field types do not match the Classy field types.

    1 vote

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  18. Automate Salesforce Camapign ID's Syncing Classy Donations

    have salesforce email campaign ID's associated to Classy campaigns. When the opportunity hits salesforce automate the process where the donation is associated to that salesforce campaign ID

    1 vote

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  19. Remove Synced SF Transactions Upon Success

    We'd like to capability to remove synced SF transactions from the Failed Sync Dash upon successful transaction.

    1 vote

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  20. Quickbooks integration with Classy Pay

    it would be great to have a "Classy Pay for Quickbooks" that would automatically send all Classy Pay payments to Quickbooks, with line item detail for each donation, including donor name, amount, date of donation, campaign, and date of Classy Pay payment/deposit.

    13 votes

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