Revision history for CyberSource


Revision [57527]

Last edited on 2021-04-26 10:46:09 by walker
Additions:
==**How to Data Enter Cybersource**==
Deletions:
==**How to Data Enter CyberSource**==

Revision [57268]

Edited on 2020-11-23 11:27:06 by jpetterson
Additions:
- merchant_defined_data1
- merchant_defined_data3

Revision [57228]

Edited on 2020-10-26 12:29:45 by rori [Updated contacting failed recurring donations]
Additions:
If a recurring donation on the report is rejected, add the member and their contact information to the [[https://docs.google.com/spreadsheets/d/19MBUPjpVjuiaWSJ-uZDpf9qo2MmEL43E7oSuMjF9lV4/edit#gid=0 Failed Recurring Web Donations]] spreadsheet. It's best practice to update the sheet on a weekly basis.
Once a month, send the donors whose donations failed a generic email about the situation. The email itself can be found in /Membership/Letters/Common Responses/Unable to Process Donation/Recurring Online Donation. Their email address can be found in their DonorPerfect profile - if they have multiple emails on file, go with the one that immediately pops up on their profile.
If they call in to update their information, add a contact note to their DonorPerfect profile - make sure to include the date they called.
Occasionally, these emails will bounce. If that happens, mail them a physical copy of the letter as soon as possible. The letter is found in the same folder as the email. Add a contact note to their profile saying that the email bounced and a physical mailing was sent out.
Deletions:
CyberSource requires donors to enter an email address when donating online, so you will likely have their email address. If a recurring donation on the report is rejected, send the donor the generic email about the situation. The email can be found in /Membership/Letters/Common Responses/Unable to Process Donation/Recurring Online Donation. Their email can also be found in their DonorPerfect profile - if they have multiple emails on file, go with the one that immediately pops up on their profile.
Add a contact note to their record and add the member and their contact information to the [[https://docs.google.com/spreadsheets/d/19MBUPjpVjuiaWSJ-uZDpf9qo2MmEL43E7oSuMjF9lV4/edit#gid=0 Failed Recurring Web Donations]] spreadsheet. If they respond to the email, call in, or donate, move them over to the "Responded to email" tab.
Once a month, review the spreadsheet and move over any who donated that you may have missed during your daily data entry. Pull the list of those who have not responded or donated and mail them the letter version of the message--found in the same folder as the email. Once complete, move them over to the "Mailed" tab. Add a contact note.

Revision [57206]

Edited on 2020-10-14 10:44:20 by rori [Updated contacting failed recurring donations]
Additions:
==**How to Data Enter CyberSource**==
- The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. This is the donation that needs to be data entered in DonorPerfect.
CyberSource requires donors to enter an email address when donating online, so you will likely have their email address. If a recurring donation on the report is rejected, send the donor the generic email about the situation. The email can be found in /Membership/Letters/Common Responses/Unable to Process Donation/Recurring Online Donation. Their email can also be found in their DonorPerfect profile - if they have multiple emails on file, go with the one that immediately pops up on their profile.
Once a month, review the spreadsheet and move over any who donated that you may have missed during your daily data entry. Pull the list of those who have not responded or donated and mail them the letter version of the message--found in the same folder as the email. Once complete, move them over to the "Mailed" tab. Add a contact note.
Deletions:
==**How to Data Enter Cybersource**==
- The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. This is the donation that needs to be data entered in Donor Perfect.
Cybersource requires donors to enter an email address when donating online, so you will likely have their email address. If a recurring donation on the report is rejected, send the donor the generic email about the situation. The email can be found in /Membership/Letters/Common Responses/Unable to Process Donation/Recurring Online Donation
Once a month on the 12th of the month, review the spreadsheet and move over any who donated that you may have missed during your daily data entry. Pull the list of those who have not responded or donated and mail them the letter version of the message--found in the same folder as the email. Once complete, move them over to the "Mailed" tab. Add a contact note.

Revision [56552]

Edited on 2020-02-11 10:12:42 by jpetterson [Updated contacting failed recurring donations]
Additions:
- "UBC Virtual Terminal" > "Tmnl"
Deletions:
- "EBC2 Virtual Terminal" > "Tmnl"

Revision [56317]

Edited on 2019-08-14 12:21:31 by jpetterson [Updated contacting failed recurring donations]
Additions:
- Print receipt (single-page)
Deletions:
- Print receipt

Revision [56270]

Edited on 2019-07-03 15:45:03 by jpetterson [Updated contacting failed recurring donations]
Additions:
- Select “Available Reports” within that drop down list
- Select the "Classic Reports" header
- Find the date you need the report for, click CSV, then your file will begin downloading.
- customer_firstName
- customer_lastName
- bill_address1
- bill_address2(If this is empty, delete it. If it's not empty, copy over the info to address 1. It is usually information like Apartment #'s)
- bill_city
- bill_state
- bill_zip
- customer_email
- ecp_account_type
- ics_rmsg
- amount
- merchant_defined_data2
- "Recurring Billing Engine" > "Recc"
- "EBC2 Virtual Terminal" > "Tmnl"
- "customer_" > ((leave field blank))
- "bill_" > ((leave field blank))
- "Request was processed successfully" > "A"
- "We encountered an FDC problem" > "r" ((sometimes this is a different error message. If it is anything other than "processed successfully" change to "r").
- ecp_account_type > Crd
- ics_rmsg > D ((for decision))
- amount > $
- merchant_defined_data2 > API
- Click on Virtual Terminal/One Time Payment
- Enter the Amount Order Value
- Transaction Type: Sale ((this is the default))
- Currency: United States: Dollar ((this is the default))
- Click "Payment Information"
- Transaction Source: Mail/Phone Order ((this is the default))
- Credit Card Number:
- CVV: ((this is not necessary. leave blank))
- Click "Customer Information"
- Street Address 1:
- Street Address 2: ((this is not necessary. leave blank))
- Click "Advanced Fields"
- Merchant Field 1: ((this is not necessary. leave blank.))
- Click "Order Review" (If the transaction is declined then check the credit card # or card type)
1) In the sidebar, select Transaction Management > Transactions
3) Click "+ Add a Filter"
2) Click on Virtual Terminal -> Recurring Billing.
3) Click on New Subscription.
**This can also be done through the donate page on our website, which is often easier**
~1) In the Sidebar, Virtual Terminal -> Recurring Billing
Deletions:
- Select “Report Search” within that drop down list
- Change Criteria under “report” to “Order Detail Report”. “Frequency” should remain as daily.
- Select the date you need the report for, click submit, then download your CSV.
- billTo_firstName
- billTo_lastName
- billTo_street1
- billTo_street2 (If this is empty, delete it. If it's not empty, figure out if the people with data in this field are existing members -- if they are, delete it)
- billTo_city
- billTo_state
- billTo_postalCode
- billTo_email
- card_cardType
- Decision
- paymentData_orderAmount
- merchantDefinedDataField2
- "SCMP API" > "Recc"
- "UBC Virtual Terminal" > "Tmnl"
- "billTo_" > ((leave field blank))
- "Visa" > "VS"
- "Discover" > "DI"
- "American Express" > "AX"
- "MasterCard" > "MC"
- "accept" > "A"
- "reject" > "r"
- Click on Virtual Terminal/Process Orders
- Amount contributed:
- Transaction Type: SALE (be sure to change this to SALE and not authorization or credit)
- Card Number:
- Address:
- Hit submit (If the transaction is declined then check the credit card # or card type)
1) In the sidebar, select Transaction Search > General Search
3) Under Options, select the "Search for a field and a value" radio button.
2) Click on Tools and Settings.
3) Click on New Subscription, under Recurring Billing.
~1) In the Sidebar, Recurring Billing > Search

Revision [21086]

Edited on 2018-02-14 11:06:17 by aleortiz [Updated contacting failed recurring donations]
Additions:
==**Contacting Members whose Recurring Donations Failed**==
Cybersource requires donors to enter an email address when donating online, so you will likely have their email address. If a recurring donation on the report is rejected, send the donor the generic email about the situation. The email can be found in /Membership/Letters/Common Responses/Unable to Process Donation/Recurring Online Donation
Add a contact note to their record and add the member and their contact information to the [[https://docs.google.com/spreadsheets/d/19MBUPjpVjuiaWSJ-uZDpf9qo2MmEL43E7oSuMjF9lV4/edit#gid=0 Failed Recurring Web Donations]] spreadsheet. If they respond to the email, call in, or donate, move them over to the "Responded to email" tab.
Once a month on the 12th of the month, review the spreadsheet and move over any who donated that you may have missed during your daily data entry. Pull the list of those who have not responded or donated and mail them the letter version of the message--found in the same folder as the email. Once complete, move them over to the "Mailed" tab. Add a contact note.

Revision [19829]

Edited on 2017-04-20 09:29:47 by JacobPetterson [Updated contacting failed recurring donations]
Additions:
- "billTo_" > ((leave field blank))

Revision [19531]

Edited on 2017-04-18 11:55:42 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
- Credit Card Type: Visa/MC/AMC or DI (remember to input the correct card type, otherwise the transaction will not be processed)
Deletions:
- Credit Card Type: Visa/MC/AMC or DI **(remember to input the correct kind of card, otherwise the transaction will not be processed)**

Revision [19525]

Edited on 2017-04-18 11:45:23 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
- Customer ID (This will be their member ID#)
Deletions:
Customer ID (This will be their member ID#)

Revision [19524]

Edited on 2017-04-18 11:44:57 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
5) Click Submit
Deletions:
~5) Click Submit

Revision [19523]

Edited on 2017-04-18 11:44:41 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
~5) Click Submit
Deletions:
5) Click Submit

Revision [19522]

Edited on 2017-04-18 11:44:07 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
=====CyberSource=====
Deletions:
=====**CyberSource**=====

Revision [19521]

Edited on 2017-04-18 11:43:54 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
=====**CyberSource**=====
Deletions:
=====CyberSource=====

Revision [19520]

Edited on 2017-04-18 11:43:39 by cassandra@votesmart.org [Updated contacting failed recurring donations]

No Differences

Revision [19519]

Edited on 2017-04-18 11:43:17 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
- City,St Zip: (you do not need the full zip code - 5 digits will do)
- Hit submit (If the transaction is declined then check the credit card # or card type)
==**Adding a Recurring Donation**==
1) Log into Cybersource with your id and password.
2) Click on Tools and Settings.
3) Click on New Subscription, under Recurring Billing.
4) Enter the relevant information for the new recurring donor:
- Name and Address
- Email (Enter their email if one is provided or entered into their membership record, if one is not provided then simply enter 'membership@votesmart.org)
- For shipping information use billing address
- Order/Merchant Reference Number (This also will be their member ID#)
- Accept the Terms for Usage
- Subscription Type (This will usually be 'recurring', but if they want to set an end date for the recurring donation then it will be 'installment')
- Title is left blank
- Default Amount (Amount of recurring donation)
- Setup Fee is left blank
- Payment Type (Credit Card, of course) :)
- Card Type (Whatever type of Credit Card used)
- Card Number
- Card Expiration Date
- Do not check 'Ignore Fraud Checks'
5) Click Submit
Yet another NOTE: The process described above is for people who call in or contact us via email requesting that we set up the recurring donation. Many of our recurring donors set up the donation online. Those recurring donations that have been pre-set can be identify on the 'purchase confirmation' sheet of any online donation form. It will indicate the recurring donation's amount and frequency.
==**Searching for a Recurring Donation**==
Deletions:
- City,St Zip: **(you do not need the full zip code - 5 digits will do)**
- Hit submit **(If the transaction is declined then check the credit card # or card type)**
===Recurring Donations===
=Adding a Recurring Donation=
Log into Cybersource with your id and password.
Click on Tools and Settings.
Click on New Subscription, under Recurring Billing.
Enter the relevant information for the new recurring donor:
Name and Address
Email (Enter their email if one is provided or entered into their membership record, if one is not provided then simply enter 'membership@votesmart.org)
For shipping information use billing address
Order/Merchant Reference Number (This also will be their member ID#)
Accept the Terms for Usage
Subscription Type (This will usually be 'recurring', but if they want to set an end date for the recurring donation then it will be 'installment')
Title is left blank
Default Amount (Amount of recurring donation)
Setup Fee is left blank
Payment Type (Credit Card, of course) :)
Card Type (Whatever type of Credit Card used)
Card Number
Card Expiration Date
Do not check 'Ignore Fraud Checks'
Click Submit
Once the recurring donation is entered into Cybersource you will need to add the donation to the calendar. If it is monthly please remember to put the donation down for the following months beyond the start date.
Yet another NOTE: The process described above is for people who call in or contact us via email requesting that we set up the recurring donation. Many of our recurring donors set up the donation online. Those recurring donations that have been pre-set can be identify on the 'purchase confirmation' sheet of any online donation form. It will indicate the recurring donation's amount and frequency. You will want to note this on the calendar.
=Searching for a Recurring Donation=

Revision [19518]

Edited on 2017-04-18 11:38:13 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
==**Searching for Transactions in Cybersource**==
You can search for transactions in CyberSource. Most often, you'll want to search for people by their last name. To do so, you will follow this process:
1) In the sidebar, select Transaction Search > General Search
2) Set the Date Range to "Last Six Months"
3) Under Options, select the "Search for a field and a value" radio button.
4) Set the field dropdown to Last Name.
5) Enter the entire last name. Unlike DonorPerfect, CyberSource requires the last name to be an exact match. So if you're looking for Ms. Smithenbabcock, and you enter "Smith" in the last name field, it will not return Smithenbabcock.
6) Click search.
Only the last six months of transactions are searchable in CS. For anything older than that, you will have to look through archived reports.
Deletions:
===Downloading a CyberSource Report===
Each morning we must pull the report detailing all of the credit card transactions from the day before.
(Note that we are always one day behind on Cybersource data entry, i.e. You will pull Monday’s report on Tuesday and Tuesday’s report on Wednesday).
Where: [[http://www.example.com Page Title]]https://ebc.cybersource.com/ebc/login/Login.do
How To:
Select the “Reports” drop down
Select “Reports” within that drop down list
Select the csv icon in the download column for “New Order Detail Report” for today’s date
Save the downloaded report in the drive as the date the report covers (usually it’s yesterday’s date) save in:
\\POPROCKS\membership\Accounting\Financial Information\2016 CS Reports
===Cleaning a CyberSource Report:===
If cleaning the report through Euirim's program (found here: \\POPROCKS\membership\Accounting\Cybersource Reports)
1. Open the program "cs_reports.exe"
2. The program will automatically open up the file explorer (do not touch the program before it opens the file explorer)
3. Find the csv you downloaded from Cybersource and again, do not touch the program.
5. The program will close by itself
6. Go to your documents and find the date of the report you are cleaning within the "Processed CS Reports" folder
If you are cleaning the report manually
1) Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.
2) Change the name of the tab to the day of the report.
3) Delete all columns, except for the following:
-- Source
-- billTo_firstName
-- billTo_lastName
-- billTo_street1
-- billTo_street2 (If this is empty, delete it. If it's not empty, figure out if the people with data in this field are existing members -- if they are, delete it)
-- billTo_city
-- billTo_state
-- billTo_postalCode
-- billTo_email
-- card_cardType
-- decision
-- paymentData_orderAmount
-- merchantDefinedDataField3
4) Perform the following find/replace functions:
"SCMP API" > "Recc"
"Secure Acceptance Web/Mobile" > "Web"
"UBC Virtual Terminal" > "Tmnl"
"billTo_" > "" (i.e., leave the replace field blank)
"Visa" > "VS"
"Discover" > "DI"
"American Express" > "AX"
"MasterCard" > "MC"
"accept" > "A"
"reject" > "r"
"popup" > "Y"
5) Retitle columns in the following way:
source > Src
State > St
postalCode > Zip
card_cardType > Crd
decision > D
paymentData_orderAmount > $
merchantDefinedDataField3 > pop
6) If any zip codes have been entered as Zip+4, delete the +4.
7) Resize all columns. Press ctrl-a, and then double click on the boundary between two rows.
8) Set the page's orientation to landscape. Go to Format > Page and select the Landscape radio button.
9) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.
===Entering the CyberSource Report===
The source column (Src) describes the donations origin.
-- Rec: Reccuring donations. Enter these into DonorPerfect. These donations should have the solicitation code "Reccurring Web Donation 20XX", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal.
-- Web: Web donations. These are online donations that users have entered themselves. These should be entered into DonorPerfect with the TY code of either Web16 ​(donation by a member via web), WebN16​ (donation by a new member via web), or API Subscription 2016,​ as appropriate and given a thank you as normal.​ If it is a new member with the source, be sure to check Django Admin to see if this person is an API subscriber​. If they are, the only flag they receive at this time is API.​​
-- Tmnl: Terminal. These are donations that were entered by a staff member in CyberSource's virtual terminal. These should already have been entered into DonorPerfect.
-- UBC: Edits within Cybersource done by a staff member. Should not be listed as a gift in DonorPerfect.
The Decision column (D) describes whether the donation was processed successfully. An "A" means accept, and the donation should be entered into DonorPerfect. An "r" means reject. The donation should not be entered in DonorPerfect; the user should have received a notification upon trying to donate that the transaction did not go through UNLESS it is a recurring donation. If the rejected payment is for a recurring donation, contact the member, inform them that their card did not process, and offer to update their payment information. If we don't contact them, they may never notice a change in their credit card bill, and we may never receive another donation from that person.
Any transaction with a negative amount represents a credit. Typically, it's a user who contributed in error and who wants their money back.​ Go in to DonorPerfect and remove the donation. Make a contact note of this error.
You may notice that a donor might appear twice on two consecutive days with two contributions of the same amount. The first donation will have a Web source, the second Rec.
The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. The second transaction is the actual first payment. Enter the initial transaction into DP; mark the second day's transaction with "New Recc" on the report.
For new members, mark "New" next to their entry on the report. For API users, mark "API." Always ensure that entries without a prior record in DP are not API subscribers before entering them as new members.
===Searching for Transactions===
You can search for transactions in CyberSource. Most often, you'll want to search for people by their last name. To do so, you will follow this process:
1) In the sidebar, select Transaction Search > General Search
2) Set the Date Range to "Last Six Months"
3) Under Options, select the "Search for a field and a value" radio button.
4) Set the field dropdown to Last Name.
5) Enter the entire last name. Unlike DonorPerfect, CyberSource requires the last name to be an exact match. So if you're looking for Ms. Smithenbabcock, and you enter "Smith" in the last name field, it will not return Smithenbabcock.
6) Click search.
Only the last six months of transactions are searchable in CS. For anything older than that, you will have to look through daily or monthly reports.

Revision [19517]

Edited on 2017-04-18 11:32:47 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
==**How To Process a Credit Card**==
- Log into Cybersource https://ebc.cybersource.com/ebc/login/Login.do;jsessionid=893FC185C8A41CBAC4F0A5439EE4FA2F
- Put in Merchant ID, user name and password. **(Merchant ID can be found in the membership drive/general info/membership info doc)**
- Click on Virtual Terminal/Process Orders
- Fill in:
- Amount contributed:
- Transaction Type: SALE (be sure to change this to SALE and not authorization or credit)
- Credit Card Type: Visa/MC/AMC or DI **(remember to input the correct kind of card, otherwise the transaction will not be processed)**
- Card Number:
- Expiration Date:
- First Name/Last Name:
- Address:
- City,St Zip: **(you do not need the full zip code - 5 digits will do)**
- Hit submit **(If the transaction is declined then check the credit card # or card type)**
- Check page/receipt to be sure amount and person is correct.
- Print receipt
- Put receipt in donation envelope from donor or if via phone print and put in 3rd check box. f you are processing credit card donations from a remit envelope, then remember to black out the credit card #.
- ENTER INTO DP
**When Processing Credit Cards that came in via the mail:**
- Often donors will write an incorrect card number, and when this happens, we send them a hard copy letter with a photocopy of their remit envelope included. A copy of this letter can be found in the membership drive> "letters folder"> "common responses" sub-folder.
- On occasion, the credit card may be declined - this can happen for a number of reasons, and the code that CyberSource gives you should give you a clue as to why. In cases like this, let the donor know why their card has been declined and give them the opportunity to rectify it. This can be done via email or by hard-copy letter if no email address is on file. Please see the membership drive> "letters folder"> "common responses" sub-folder for this generic letter.
Deletions:
Credit Card Processing
Log into Cybersource https://ebc.cybersource.com/ebc/login/Login.do;jsessionid=893FC185C8A41CBAC4F0A5439EE4FA2F
Put in Merchant ID, user name and password. **(Merchant ID can be found in the membership drive/general info/membership info doc)**
Click on Virtual Terminal/Process Orders
Fill in:
Amount contributed:
Transaction Type: SALE (be sure to change this to SALE and not authorization or credit)
Credit Card Type: Visa/MC/AMC or DI **(remember to input the correct kind of card, otherwise the transaction will not be processed)**
Card Number:
Expiration Date:
First Name/Last Name:
Address:
City,St Zip: **(you do not need the full zip code - 5 digits will do)**
Hit submit **(If the transaction is declined then check the credit card # or card type)**
Check page/receipt to be sure amount and person is correct.
Print receipt
Put receipt in donation envelope from donor or if via phone print and put in 3rd check box **(Also if you are processing credit card donations from a remit envelope, then remember to cut out the credit card number and shred it.)
**
Click return to donation page
ENTER INTO DP
**Often donors will write an incorrect card number, and when this happens, we send them a hard copy letter with a photocopy of their remit envelope included. A copy of this letter can be found in the membership drive> "letters folder"> "common responses" sub-folder.
**
**On occasion, the credit card may be declined - this can happen for a number of reasons, and the code that CyberSource gives you should give you a clue as to why. In cases like this, let the donor know why their card has been declined and give them the opportunity to rectify it. This can be done via email or by hard-copy letter if no email address is on file. Please see the membership drive> "letters folder"> "common responses" sub-folder for this generic letter.**

Revision [19516]

Edited on 2017-04-18 11:28:56 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:


Revision [19515]

Edited on 2017-04-18 11:28:31 by cassandra@votesmart.org [Updated contacting failed recurring donations]

No Differences

Revision [19514]

Edited on 2017-04-18 11:27:43 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
**Before you begin data entry:**
- **Recc**: Recurring donations. Enter these into DonorPerfect. These donations should have the solicitation code "**Recurring Web Donation 20XX**", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal.
- You may notice that a donor might appear twice on two consecutive days with two contributions of the same amount. The first donation will have a Web source, the second Rec.
- The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. This is the donation that needs to be data entered in Donor Perfect.
- The second transaction is the actual first payment; mark the second day's transaction with "New Recc" on the report.
- **Web**: Web donations. These are online donations that users have entered themselves.
- **Web Member Donation 20XX**: These are online donations made by current members of Vote Smart. Use the traditional TY process of giving them either an 01 or 17 thank you, with the “web member donation 20XX” solicitation code.
- **New Member via web 20XX:** a web donation given by a non-member. They should receive the “new member via the web” solicitation code, and the 08 new member TY letter.
- **API Subscription 20XX**:​ Look at Merchant Defined Data field 2: If the term “LIVE” is in the field, then the person has a live API key via the online API Registration system. They should be data entered in DonorPerfect, given the API flag, and entered under the solicitation code of “API Subscriptions 20XX” with the “API Subscription TY letter.”
- As of 11/16/16, every person who subscribes to the API should be given expiration date of December 31, 2018 in the “expiration date” field in DonorPerfect. This field is located in the Donor’s main page under “Membership information. ”If there are people whose expiration date is different than this, it will be communicated to DevComm by the API subscription administrator.
- **Tmnl**: Terminal. These are donations that were entered by a staff member in CyberSource's virtual terminal. These should already have been entered into DonorPerfect. Hotline and credit card donations from data entry fall underneath this category.
- **UBC**: Edits within Cybersource done by a staff member. Should not be listed as a gift in DonorPerfect.
- Any transaction with a negative amount represents a credit. Typically, it's a user who contributed in error and who wants their money back.​ Go in to DonorPerfect and remove the donation. Make a contact note of this error.
Note: On the physical report, mark "New" for new members next to their entry on the report. For API users, mark "API." For a new recurring donation, write “new recc.”
Deletions:
Before you begin data entry:
Recc: Recurring donations. Enter these into DonorPerfect. These donations should have the solicitation code "Recurring Web Donation 20XX", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal.
You may notice that a donor might appear twice on two consecutive days with two contributions of the same amount. The first donation will have a Web source, the second Rec.
The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. This is the donation that needs to be data entered in Donor Perfect.
The second transaction is the actual first payment; mark the second day's transaction with "New Recc" on the report.
Web: Web donations. These are online donations that users have entered themselves.
Web Member Donation 20XX: These are online donations made by current members of Vote Smart. Use the traditional TY process of giving them either an 01 or 17 thank you, with the “web member donation 20XX” solicitation code.
New Member via web 20XX: a web donation given by a non-member. They should receive the “new member via the web” solicitation code, and the 08 new member TY letter.
API Subscription 20XX:​ Look at Merchant Defined Data field 2: If the term “LIVE” is in the field, then the person has a live API key via the online API Registration system. They should be data entered in DonorPerfect, given the API flag, and entered under the solicitation code of “API Subscriptions 20XX” with the “API Subscription TY letter.” See more information API on How to Manage API Subscribers
As of 11/16/16, every person who subscribes to the API should be given expiration date of December 31, 2018 in the “expiration date” field in DonorPerfect. This field is located in the Donor’s main page under “Membership information”
If there are people whose expiration date is different than this, it will be communicated to DevComm by the API subscription administrator.
See below for special API requests
Tmnl: Terminal. These are donations that were entered by a staff member in CyberSource's virtual terminal. These should already have been entered into DonorPerfect. Hotline and credit card donations from data entry fall underneath this category.
UBC: Edits within Cybersource done by a staff member. Should not be listed as a gift in DonorPerfect.
Any transaction with a negative amount represents a credit. Typically, it's a user who contributed in error and who wants their money back.​ Go in to DonorPerfect and remove the donation. Make a contact note of this error.
On the physical report, mark "New" for new members next to their entry on the report. For API users, mark "API." For a new recurring donation, write “new recc.”

Revision [19513]

Edited on 2017-04-18 11:23:18 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
Retitle columns in the following way:
Deletions:
- "billTo_" > "" (i.e., leave the replace field blank)
- "popup" > "Y"
- Retitle columns in the following way:

Revision [19512]

Edited on 2017-04-18 11:21:35 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
==**Cleaning the Report**==
Deletions:
==**Cleaning a CyberSource Report**==

Revision [19511]

Edited on 2017-04-18 11:21:17 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
>>{{{toc}}}>>

Revision [19510]

Edited on 2017-04-18 11:20:01 by cassandra@votesmart.org [Updated contacting failed recurring donations]

No Differences

Revision [19509]

Edited on 2017-04-18 11:19:38 by cassandra@votesmart.org [Updated contacting failed recurring donations]
Additions:
Cybersource is our online credit card payment processor. Cybersource handles all of our credit card processing. Each morning we must pull the report detailing all of the credit card transactions from the day before. (Note that we are always one day behind on Cybersource data entry, i.e. You will pull Monday’s report on Tuesday and Tuesday’s report on Wednesday). After this report is pulled, the donations on it need to be data entered in Donor Perfect.
==**Downloading the Report**==
**Where:** https://ebc.cybersource.com/ebc/login/Login.do
**How To:**
- Select the “Reports” option on the left hand side bar
- Select “Report Search” within that drop down list
- Change Criteria under “report” to “Order Detail Report”. “Frequency” should remain as daily.
- Select the date you need the report for, click submit, then download your CSV.
- Save the downloaded report in the drive as the date the report covers (usually it’s yesterday’s date) save in:
- \\POPROCKS\membership\Accounting\Cybersource Reports\20XX CS Reports
- Once you’ve saved the original, you should clean the report so you only have the information you need for data entry in Donor Perfect
- To clean the report: See the next section below.
- Highlight all rejected “r” transactions with a highlighter so they are not accidently data entered.
- Once you finish data entry, file the report with all other Cybersource Reports for that month/year
==**Cleaning a CyberSource Report**==
Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.
**How To:**
Change the name of the tab to the day of the report.
Delete all columns, except for the following:
- Source
- billTo_firstName
- billTo_lastName
- billTo_street1
- billTo_street2 (If this is empty, delete it. If it's not empty, figure out if the people with data in this field are existing members -- if they are, delete it)
- billTo_city
- billTo_state
- billTo_postalCode
- billTo_email
- card_cardType
- Decision
- paymentData_orderAmount
- merchantDefinedDataField2
Perform the following find/replace functions:
- "SCMP API" > "Recc"
- "Secure Acceptance Web/Mobile" > "Web"
- "UBC Virtual Terminal" > "Tmnl"
- "billTo_" > "" (i.e., leave the replace field blank)
- "Visa" > "VS"
- "Discover" > "DI"
- "American Express" > "AX"
- "MasterCard" > "MC"
- "accept" > "A"
- "reject" > "r"
- "popup" > "Y"
- Retitle columns in the following way:
- source > Src
- State > St
- postalCode > Zip
==**How to Data Enter Cybersource**==
Before you begin data entry:
The Decision column (D) describes whether the donation was processed successfully. An "A" means accept, and the donation should be entered into DonorPerfect. An "r" means reject. A rejected donation should NOT be entered in DonorPerfect; the user should have received a notification upon trying to donate that the transaction did not go through UNLESS it is a recurring donation. If the rejected payment is for a recurring donation, contact the member, inform them that their card did not process, and offer to update their payment information. If we don't contact them, they may never notice a change in their credit card bill, and we may never receive another donation from that person.
Recc: Recurring donations. Enter these into DonorPerfect. These donations should have the solicitation code "Recurring Web Donation 20XX", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal.
You may notice that a donor might appear twice on two consecutive days with two contributions of the same amount. The first donation will have a Web source, the second Rec.
The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. This is the donation that needs to be data entered in Donor Perfect.
The second transaction is the actual first payment; mark the second day's transaction with "New Recc" on the report.
Web: Web donations. These are online donations that users have entered themselves.
Web Member Donation 20XX: These are online donations made by current members of Vote Smart. Use the traditional TY process of giving them either an 01 or 17 thank you, with the “web member donation 20XX” solicitation code.
New Member via web 20XX: a web donation given by a non-member. They should receive the “new member via the web” solicitation code, and the 08 new member TY letter.
API Subscription 20XX:​ Look at Merchant Defined Data field 2: If the term “LIVE” is in the field, then the person has a live API key via the online API Registration system. They should be data entered in DonorPerfect, given the API flag, and entered under the solicitation code of “API Subscriptions 20XX” with the “API Subscription TY letter.” See more information API on How to Manage API Subscribers
As of 11/16/16, every person who subscribes to the API should be given expiration date of December 31, 2018 in the “expiration date” field in DonorPerfect. This field is located in the Donor’s main page under “Membership information”
If there are people whose expiration date is different than this, it will be communicated to DevComm by the API subscription administrator.
See below for special API requests
Tmnl: Terminal. These are donations that were entered by a staff member in CyberSource's virtual terminal. These should already have been entered into DonorPerfect. Hotline and credit card donations from data entry fall underneath this category.
UBC: Edits within Cybersource done by a staff member. Should not be listed as a gift in DonorPerfect.
Any transaction with a negative amount represents a credit. Typically, it's a user who contributed in error and who wants their money back.​ Go in to DonorPerfect and remove the donation. Make a contact note of this error.
On the physical report, mark "New" for new members next to their entry on the report. For API users, mark "API." For a new recurring donation, write “new recc.”
Credit Card Processing
Log into Cybersource https://ebc.cybersource.com/ebc/login/Login.do;jsessionid=893FC185C8A41CBAC4F0A5439EE4FA2F
Put in Merchant ID, user name and password. **(Merchant ID can be found in the membership drive/general info/membership info doc)**
Click on Virtual Terminal/Process Orders
Fill in:
Amount contributed:
Transaction Type: SALE (be sure to change this to SALE and not authorization or credit)
Credit Card Type: Visa/MC/AMC or DI **(remember to input the correct kind of card, otherwise the transaction will not be processed)**
Card Number:
Expiration Date:
First Name/Last Name:
Address:
City,St Zip: **(you do not need the full zip code - 5 digits will do)**
Hit submit **(If the transaction is declined then check the credit card # or card type)**
Check page/receipt to be sure amount and person is correct.
Print receipt
Put receipt in donation envelope from donor or if via phone print and put in 3rd check box **(Also if you are processing credit card donations from a remit envelope, then remember to cut out the credit card number and shred it.)
**
Click return to donation page
ENTER INTO DP
**Often donors will write an incorrect card number, and when this happens, we send them a hard copy letter with a photocopy of their remit envelope included. A copy of this letter can be found in the membership drive> "letters folder"> "common responses" sub-folder.
**
**On occasion, the credit card may be declined - this can happen for a number of reasons, and the code that CyberSource gives you should give you a clue as to why. In cases like this, let the donor know why their card has been declined and give them the opportunity to rectify it. This can be done via email or by hard-copy letter if no email address is on file. Please see the membership drive> "letters folder"> "common responses" sub-folder for this generic letter.**
Deletions:
This page contains a smattering of helpful tips regarding CyberSource, our donation processing system. Cybersource is our online credit card payment processor. Cybersource handles all of our credit card processing.

Revision [18306]

Edited on 2016-09-08 13:47:14 by melisaoberti [Updated contacting failed recurring donations]
Additions:
3. Find the csv you downloaded from Cybersource and again, do not touch the program.
Deletions:
3. Find the csv you downloaded from Cybersource
4. Select it and again, do not touch the program.

Revision [18305]

Edited on 2016-09-08 13:46:31 by melisaoberti [Updated contacting failed recurring donations]
Additions:
1. Open the program "cs_reports.exe"
Deletions:
1. Open the program

Revision [18304]

Edited on 2016-09-08 12:33:00 by melisaoberti [Updated contacting failed recurring donations]
Additions:
If cleaning the report through Euirim's program (found here: \\POPROCKS\membership\Accounting\Cybersource Reports)
1. Open the program
2. The program will automatically open up the file explorer (do not touch the program before it opens the file explorer)
3. Find the csv you downloaded from Cybersource
4. Select it and again, do not touch the program.
5. The program will close by itself
6. Go to your documents and find the date of the report you are cleaning within the "Processed CS Reports" folder
If you are cleaning the report manually

Revision [18303]

Edited on 2016-09-08 12:28:37 by melisaoberti [Updated contacting failed recurring donations]
Additions:
-- Rec: Reccuring donations. Enter these into DonorPerfect. These donations should have the solicitation code "Reccurring Web Donation 20XX", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal.
-- Web: Web donations. These are online donations that users have entered themselves. These should be entered into DonorPerfect with the TY code of either Web16 ​(donation by a member via web), WebN16​ (donation by a new member via web), or API Subscription 2016,​ as appropriate and given a thank you as normal.​ If it is a new member with the source, be sure to check Django Admin to see if this person is an API subscriber​. If they are, the only flag they receive at this time is API.​​
-- UBC: Edits within Cybersource done by a staff member. Should not be listed as a gift in DonorPerfect.
Deletions:
-- Rec: Reccuring donations. Enter these into DonorPerfect. These donations should have the solicitation code "Reccurring Donation 20XX", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal. Most reccurring donations already have a pledge set up in DP, which speeds this process.
-- Web: Web donations. These are online donations that users have entered themselves. These should be entered into DonorPerfect with the TY code of either Web15 ​(donation by a member via web) ​or WebN15​ (donation by a new member via web)​ as appropriate and given a thank you as normal.​ If it is a new member via web, be sure to check Django Admin to see if this person is an API subscriber​. If they are, the only flag they receive at this time is API.​​

Revision [18300]

Edited on 2016-09-08 10:43:26 by melisaoberti [Updated contacting failed recurring donations]
Additions:
This page contains a smattering of helpful tips regarding CyberSource, our donation processing system. Cybersource is our online credit card payment processor. Cybersource handles all of our credit card processing.
Each morning we must pull the report detailing all of the credit card transactions from the day before.
(Note that we are always one day behind on Cybersource data entry, i.e. You will pull Monday’s report on Tuesday and Tuesday’s report on Wednesday).
Deletions:
This page contains a smattering of helpful tips regarding CyberSource, our donation processing system.
Cybersource is our online credit card payment processor. Cybersource handles all of our credit card processing. Each morning we must pull the report detailing all of the credit card transactions from the day before. (Note that we are always one day behind on Cybersource data entry, i.e. You will pull Monday’s report on Tuesday and Tuesday’s report on Wednesday).

Revision [18299]

Edited on 2016-09-08 10:38:02 by melisaoberti [Updated contacting failed recurring donations]
Additions:
Cybersource is our online credit card payment processor. Cybersource handles all of our credit card processing. Each morning we must pull the report detailing all of the credit card transactions from the day before. (Note that we are always one day behind on Cybersource data entry, i.e. You will pull Monday’s report on Tuesday and Tuesday’s report on Wednesday).
Where: [[http://www.example.com Page Title]]https://ebc.cybersource.com/ebc/login/Login.do
You should have your own login
How To:
Select the “Reports” drop down
Select “Reports” within that drop down list
Select the csv icon in the download column for “New Order Detail Report” for today’s date
Save the downloaded report in the drive as the date the report covers (usually it’s yesterday’s date) save in:
\\POPROCKS\membership\Accounting\Financial Information\2016 CS Reports
1) Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.
Deletions:
~1) On the CS sidebar, Reports > Report Search
~1) Under the Daily Report Search header, select the desired date in the dropdown menus and click 'Submit'
~1) Click download next to OrderDetailReport.csv
~1) Save the file anywhere you want.
1) Save the raw file, before any edits, to membership>Accounting>Financial Information>20XX CS Reports>Folder for the correct month. Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.

Revision [17575]

Edited on 2016-04-11 15:02:07 by jxeisenstein [Updated contacting failed recurring donations]
Additions:
-- merchantDefinedDataField3
Deletions:
-- merchantDefinedDatField3

Revision [17574]

Edited on 2016-04-11 15:01:57 by jxeisenstein [updated with popup on report, marking reports]
Additions:
-- merchantDefinedDatField3
"popup" > "Y"
merchantDefinedDataField3 > pop
The first transaction is a confirmation that we will be able to run their card on a recurring basis; no money is transferred here. The second transaction is the actual first payment. Enter the initial transaction into DP; mark the second day's transaction with "New Recc" on the report.
For new members, mark "New" next to their entry on the report. For API users, mark "API." Always ensure that entries without a prior record in DP are not API subscribers before entering them as new members.
Deletions:
This is due to an error in our system where when a user signs themselves up for reccuring donations, and for some reason we end up charging their card twice. IT has been made aware of this, but if you're reading this and it's still a problem, it might not hurt to offer a friendly reminder. As soon as you catch this issue, credit one of the transactions. Occasionally, someone will still call about this
issue. They'll be there on the other end of the line, looking at their credit card statement, asking why their card has been charged three times. Politely inquire whether one of the charges was a credit to their account, rather then a debit.

Revision [16406]

Edited on 2015-08-07 09:10:16 by Melanie Magnotto [updated with popup on report, marking reports]
Additions:
1) Save the raw file, before any edits, to membership>Accounting>Financial Information>20XX CS Reports>Folder for the correct month. Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.
Deletions:
1) Save the raw file, before any edits, to membership>Reports>CyberSource Daily Reports>Folder for the correct month and year. Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.

Revision [16368]

Edited on 2015-07-30 08:35:31 by Melanie Magnotto [updated with popup on report, marking reports]
Additions:
1) Save the raw file, before any edits, to membership>Reports>CyberSource Daily Reports>Folder for the correct month and year. Do not save the file after making any edits in this process, as we will have the physical copy of the edited version. We only want a digital record of the raw file since it contains more information than the physical document.
9) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.
The Decision column (D) describes whether the donation was processed successfully. An "A" means accept, and the donation should be entered into DonorPerfect. An "r" means reject. The donation should not be entered in DonorPerfect; the user should have received a notification upon trying to donate that the transaction did not go through UNLESS it is a recurring donation. If the rejected payment is for a recurring donation, contact the member, inform them that their card did not process, and offer to update their payment information. If we don't contact them, they may never notice a change in their credit card bill, and we may never receive another donation from that person.
Deletions:
1) Save the raw file, before any edits, to membership>Reports>CyberSource Daily Reports>Folder for the correct month and year
9) Change the sheet name to the day of the report. Double click at the bottom of the window where it says "Sheet1", and replace the text with the day of the report in the format mm.dd.yyyy (e.g., "05.17.2015")
10) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.
The Decision column (D) describes whether the donation was processed successfully. An "A" means accept, and the donation should be entered into DonorPerfect. An "r" means reject. The donation should not be entered in DonorPerfect.​ The user should have received a notification upon trying to donate that the transaction did not go through.​

Revision [16367]

Edited on 2015-07-30 08:25:31 by Melanie Magnotto [updated with popup on report, marking reports]
Additions:
1) Save the raw file, before any edits, to membership>Reports>CyberSource Daily Reports>Folder for the correct month and year
2) Change the name of the tab to the day of the report.
3) Delete all columns, except for the following:
4) Perform the following find/replace functions:
5) Retitle columns in the following way:
6) If any zip codes have been entered as Zip+4, delete the +4.
7) Resize all columns. Press ctrl-a, and then double click on the boundary between two rows.
8) Set the page's orientation to landscape. Go to Format > Page and select the Landscape radio button.
9) Change the sheet name to the day of the report. Double click at the bottom of the window where it says "Sheet1", and replace the text with the day of the report in the format mm.dd.yyyy (e.g., "05.17.2015")
10) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.
Deletions:
1) Change the name of the tab to the day of the report.
2) Delete all columns, except for the following:
3) Perform the following find/replace functions:
4) Retitle columns in the following way:
5) If any zip codes have been entered as Zip+4, delete the +4.
6) Resize all columns. Press ctrl-a, and then double click on the boundary between two rows.
7) Set the page's orientation to landscape. Go to Format > Page and select the Landscape radio button.
8) Change the sheet name to the day of the report. Double click at the bottom of the window where it says "Sheet1", and replace the text with the day of the report in the format mm.dd.yyyy (e.g., "05.17.2015")
9) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.

Revision [16286]

Edited on 2015-07-14 10:28:08 by stephen [updated with popup on report, marking reports]
Additions:
1) Change the name of the tab to the day of the report.
2) Delete all columns, except for the following:
3) Perform the following find/replace functions:
4) Retitle columns in the following way:
5) If any zip codes have been entered as Zip+4, delete the +4.
6) Resize all columns. Press ctrl-a, and then double click on the boundary between two rows.
7) Set the page's orientation to landscape. Go to Format > Page and select the Landscape radio button.
8) Change the sheet name to the day of the report. Double click at the bottom of the window where it says "Sheet1", and replace the text with the day of the report in the format mm.dd.yyyy (e.g., "05.17.2015")
9) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.
Deletions:
1) Delete all columns, except for the following:
2) Perform the following find/replace functions:
3) Retitle columns in the following way:
4) If any zip codes have been entered as Zip+4, delete the +4.
5) Resize all columns. Press ctrl-a, and then double click on the boundary between two rows.
6) Set the page's orientation to landscape. Go to Format > Page and select the Landscape radio button.
7) Change the sheet name to the day of the report. Double click at the bottom of the window where it says "Sheet1", and replace the text with the day of the report in the format mm.dd.yyyy (e.g., "05.17.2015")
8) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.

Revision [16285]

Edited on 2015-07-14 09:54:34 by stephen [updated with popup on report, marking reports]
Additions:
=====CyberSource=====
Deletions:
====CyberSource====

Revision [16284]

Edited on 2015-07-14 09:29:35 by stephen [added recurring donation info]
Additions:
====CyberSource====
===Entering the CyberSource Report===
===Searching for Transactions===
===Recurring Donations===
=Adding a Recurring Donation=
Log into Cybersource with your id and password.
Click on Tools and Settings.
Click on New Subscription, under Recurring Billing.
Enter the relevant information for the new recurring donor:
Customer ID (This will be their member ID#)
Name and Address
Email (Enter their email if one is provided or entered into their membership record, if one is not provided then simply enter 'membership@votesmart.org)
For shipping information use billing address
Order/Merchant Reference Number (This also will be their member ID#)
Accept the Terms for Usage
Subscription Type (This will usually be 'recurring', but if they want to set an end date for the recurring donation then it will be 'installment')
Title is left blank
Default Amount (Amount of recurring donation)
Setup Fee is left blank
Payment Type (Credit Card, of course) :)
Card Type (Whatever type of Credit Card used)
Card Number
Card Expiration Date
Do not check 'Ignore Fraud Checks'
Click Submit
Once the recurring donation is entered into Cybersource you will need to add the donation to the calendar. If it is monthly please remember to put the donation down for the following months beyond the start date.
Yet another NOTE: The process described above is for people who call in or contact us via email requesting that we set up the recurring donation. Many of our recurring donors set up the donation online. Those recurring donations that have been pre-set can be identify on the 'purchase confirmation' sheet of any online donation form. It will indicate the recurring donation's amount and frequency. You will want to note this on the calendar.
=Searching for a Recurring Donation=
~1) In the Sidebar, Recurring Billing > Search
~1) In the Scope dropdown box, select 'Field and Value'
~1) Search as you would for other CS transactions.
Deletions:
===CyberSource===
Entering the CyberSource Report:
Searching for Transactions:

Revision [16283]

Edited on 2015-07-14 08:50:01 by stephen [Turned it from an IT page into a DevComm page]
Additions:
===CyberSource===
This page contains a smattering of helpful tips regarding CyberSource, our donation processing system.

Revision [16282]

Edited on 2015-07-14 08:48:54 by stephen [Turned it from an IT page into a DevComm page]
Additions:
===Downloading a CyberSource Report===
~1) On the CS sidebar, Reports > Report Search
~1) Under the Daily Report Search header, select the desired date in the dropdown menus and click 'Submit'
~1) Click download next to OrderDetailReport.csv
~1) Save the file anywhere you want.




===Cleaning a CyberSource Report:===

1) Delete all columns, except for the following:

-- Source
-- billTo_firstName
-- billTo_lastName
-- billTo_street1
-- billTo_street2 (If this is empty, delete it. If it's not empty, figure out if the people with data in this field are existing members -- if they are, delete it)
-- billTo_city

-- billTo_state
-- billTo_postalCode
-- billTo_email
-- card_cardType
-- decision
-- paymentData_orderAmount

2) Perform the following find/replace functions:

"SCMP API" > "Recc"
"Secure Acceptance Web/Mobile" > "Web"
"UBC Virtual Terminal" > "Tmnl"
"billTo_" > "" (i.e., leave the replace field blank)
"Visa" > "VS"
"Discover" > "DI"
"American Express" > "AX"
"MasterCard" > "MC"
"accept" > "A"
"reject" > "r"

3) Retitle columns in the following way:

source > Src
State > St
postalCode > Zip
card_cardType > Crd
decision > D
paymentData_orderAmount > $

4) If any zip codes have been entered as Zip+4, delete the +4.

5) Resize all columns. Press ctrl-a, and then double click on the boundary between two rows.

6) Set the page's orientation to landscape. Go to Format > Page and select the Landscape radio button.

7) Change the sheet name to the day of the report. Double click at the bottom of the window where it says "Sheet1", and replace the text with the day of the report in the format mm.dd.yyyy (e.g., "05.17.2015")

8) Print to a printer of your choice. If the report won't fit on one page, feel free to mess around with font size to make it fit.


Entering the CyberSource Report:

The source column (Src) describes the donations origin.

-- Rec: Reccuring donations. Enter these into DonorPerfect. These donations should have the solicitation code "Reccurring Donation 20XX", appropriate to the year of the donation. The TY code is typically DT, but not always. For a monthly donation, yes, it ​should be DT. But if it's a donation that occurs less often, say once annually, then the donor should receive a thank you as normal. Most reccurring donations already have a pledge set up in DP, which speeds this process.
-- Web: Web donations. These are online donations that users have entered themselves. These should be entered into DonorPerfect with the TY code of either Web15 ​(donation by a member via web) ​or WebN15​ (donation by a new member via web)​ as appropriate and given a thank you as normal.​ If it is a new member via web, be sure to check Django Admin to see if this person is an API subscriber​. If they are, the only flag they receive at this time is API.​​
-- Tmnl: Terminal. These are donations that were entered by a staff member in CyberSource's virtual terminal. These should already have been entered into DonorPerfect.

The Decision column (D) describes whether the donation was processed successfully. An "A" means accept, and the donation should be entered into DonorPerfect. An "r" means reject. The donation should not be entered in DonorPerfect.​ The user should have received a notification upon trying to donate that the transaction did not go through.​

Any transaction with a negative amount represents a credit. Typically, it's a user who contributed in error and who wants their money back.​ Go in to DonorPerfect and remove the donation. Make a contact note of this error.

You may notice that a donor might appear twice on two consecutive days with two contributions of the same amount. The first donation will have a Web source, the second Rec.

This is due to an error in our system where when a user signs themselves up for reccuring donations, and for some reason we end up charging their card twice. IT has been made aware of this, but if you're reading this and it's still a problem, it might not hurt to offer a friendly reminder. As soon as you catch this issue, credit one of the transactions. Occasionally, someone will still call about this
issue. They'll be there on the other end of the line, looking at their credit card statement, asking why their card has been charged three times. Politely inquire whether one of the charges was a credit to their account, rather then a debit.
​​



Searching for Transactions:

You can search for transactions in CyberSource. Most often, you'll want to search for people by their last name. To do so, you will follow this process:

1) In the sidebar, select Transaction Search > General Search

2) Set the Date Range to "Last Six Months"

3) Under Options, select the "Search for a field and a value" radio button.

4) Set the field dropdown to Last Name.

5) Enter the entire last name. Unlike DonorPerfect, CyberSource requires the last name to be an exact match. So if you're looking for Ms. Smithenbabcock, and you enter "Smith" in the last name field, it will not return Smithenbabcock.

6) Click search.

Only the last six months of transactions are searchable in CS. For anything older than that, you will have to look through daily or monthly reports.
Deletions:
{{include CybersourceMigrationNotes}}

Revision [11340]

The oldest known version of this page was created on 2014-08-15 14:57:11 by BrianKoontz [Turned it from an IT page into a DevComm page]
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