Product: Omatic Cloud

Description: This solution walks you through how to update an existing Recurring Gift amount in BBCRM

Environment: BBCRM

Versions: All

Answer:


In Omatic Cloud, you have the ability to update the following fields on an existing Recurring Gift in BBCRM:


Let's say you have a donor who has committed to donating $50 on a monthly basis. They have decided to increase their monthly donation to $100, and you want this reflected on this existing Recurring Gift. In Omatic Cloud, you will need to create an additional formula which will be used to edit the Recurring Gift. Please follow the steps below to update the gift amount:



Note: If you are using Luminate Online, in order for the new payment amount to reflect on the Recurring Gift record in BBCRM, the payment will have had to been made.


  1. Create a new formula with the formula type Luminate Sustainers to BBCRM Constituent/Revenue
  2. Map to the following required section:
    • Constituent / Individual
  3. Additionally, we recommend mapping to the following optional sections to improve matching:
    • Constituent / Alternate Lookup ID
    • Constituent / Email Address
  4. Scroll down to the Recurring Gift / Existing Recurring Gift section
  5. Map the fields as following:
    • Edit if matched: defined as True
    • Revenue lookup ID: map the Transaction ID from your source
    • New Amount: map the Recurring Gift Amount from your source
  6.  Click Apply Changes


Note: you will need to map the Transaction ID from your source in the formula you used to create the Recurring Gift record in BBCRM. In doing so, Omatic Cloud will use that value to look to see if the Recurring Gift you are attempting to modify already exists. If you do not have the original transaction Id, Omatic Cloud will attempt to look up the Recurring Gift by the mapped existing status, mapped existing amount, or both.



Formula Processing Steps:

  1. Run your formula that creates to Recurring Gift in BBCRM
    • This formula type will be Luminate Sustainers to BBCRM Constituent/Revenue
  2. Run your formula to add the payment to the Recurring Gift record
    • This formula type will be Luminate Donations to BBCRM Constituents/Revenue
  3. Run your formula to update the existing Recurring Gift record in BBCRM
    • This formula type will be Luminate Sustainers to BBCRM Constituent/Revenue