RaiseNow can interact with banks to automatically retrieve and process camt.054 files. camt.054 is a standard file format for payment transactions. Please contact our customer success team for supported banks and on-boarding instructions. Alternatively, our Fundraising Kit for Salesforce provides functionality to leverage RaiseNow for processing camt.054 files via manual upload. See this article for details.
When RaiseNow processes camt.054 files it creates transactions within RaiseNow based on the provided information.
These transactions will be automatically pushed to Salesforce. Depending on the information within the transaction data and the data contained in your Salesforce Org, RaiseNow will execute certain business processes. RaiseNow will attempt to identify a business process by searching the RaiseNow Payment Reference object for the provided payment reference from the camt.054 file. Based on the result of that operation RaiseNow will execute one of the following business processes.
Matching a RaiseNow online-pledge
As discussed in this article RaiseNow can generate payment references for online-pledges. If the camt.054 contains a known payment reference for an online-pledge, RaiseNow will execute the business process "Payment for Online Pledge".
RaiseNow will create a new NPC & NPSP Payment object, a RaiseNow transaction object and update the corresponding opportunity object to reflect its new status. In addition, the tayment will be linked to the opportunity and will be marked as "Paid".
Check the related tab for the corresponding RaiseNow Transaction record. This record will contain the actual value date (when the transaction was attributed to your bank account), various identifiers for the RaiseNow system and the transaction id at the acquirer.
The opportunity will be updated as "Closed Won".
Payment for recurring pledge
If the payment reference provided in the camt.054 file identifies a recurring pledge, RaiseNow will identify the next open opportunity for this recurring donation object, create a NPC & NPSP payment for this opportunity, create a RaiseNow transaction object and link this to the NPC & NPSP payment and update the StageName for the corresponding opportunity to "Closed Won".
Payment for direct marketing campaign
If the camt.054 file provides a payment reference for a direct marketing campaign which was generated according to this article RaiseNow will execute the business process "Payment for Direct Marketing Campaign initiated outside RaiseNow".
This will create a NPC & NPSP payment, a RaiseNow transaction and update the status of the corresponding opportunity to "Closed Won".
Multiple payment for the same payment reference
If the camt.054 file contains payment references that have already been used before and that do not reference a recurring pledge, RaiseNow will create additional NPC & NPSP payments and RaiseNow Transactions for the existing opportunity.
Unknown payment reference
If RaiseNow cannot match the payment reference from the camt.054 file with a payment reference in Salesforce, it will execute the business process "Non Matching Payment Reference". This will create an entry in the payment Reference object, create a Contact, an opportunity, a corresponding NPC & NPSP payment and a RaiseNow transaction.