Fees and Donations in the C&P Data xml
We at WaterGrass still have some clients using our donation processing instead of the C&P PaaS or C&Pay systems. We parse the xml for values that we post to opportunities. We also have a method to either split fees paid by donors from the transaction or combine them with the donation (or one of the tax deductible items in the transaction). Not unlike the Connect setting. Recently we found a new situation where fees were being separated from donations even though our system was set to combine them. So we'd like to know how the Connect setting about splitting or combining is reflected in the xml. How do they differ? What xml value (or values) indicates whether the fees should be combined or split? Finally, was there a recent change in how all of this is reported to Salesforce?
I suppose while I'm at it, I'd love to see a setting to combine the fees with donations or donation portions of a donor's transaction but split them off as separate donations if the only aspect of a transaction is a purchase. Just a feature request should it be possible.
Thank you as always!
Carl
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Official comment
Hello Carl Paulsen
Thank you for your question.
There is no specific XML field that indicates whether fees are combined or split. It depends on where the setting is applied:
- If enabled in CONNECT, the fee is combined before XML is generated, so the XML shows a single line item.
- If handled via Opportunity settings, the XML remains unchanged, and the combination happens after posting to Salesforce.
So, the XML structure (single vs multiple line items) is the only indicator when using CONNECT settings.
There hasn’t been a recent change in this behavior, but we can review a sample transaction if needed.
Also, thank you for the feature suggestion. Please feel free to share it in GOT IDEAS for our development team to review.
Let us know if you need any further assistance.
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