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jgwehr / collective-chicago

Salesforce 1:1:1 Pro Bono project using Non-Profit Success Package
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Audit Give Butter and SF Donations #61

Open jgwehr opened 3 hours ago

jgwehr commented 3 hours ago

GiveButter integration is not perfect, and errors may have prevented Donations being logged in Salesforce.

Let's compare the full list to ensure Salesforce at least has the basics (name, amount, date). Ideally, it also includes correct Campaign attribution.

jgwehr commented 3 hours ago

@mikeplichta do you think you could pull this off?

I can export GiveButter to xls. And either use SF Reports or export that as well.

Goal is to match line items between the two, comparing unique identifiers such as Donor Name Date Amount. First step is just identifying whats in one and not the other. Then.... reconciling afterwards (which is just labor).