Manual Recurring Gift

Giovanni Trejo Abasolo

I need to send subscription data to RE NXT via API only for reporting purposes. some like this:
[
"amount" => array:1 [
"value" => 15.0
]
"constituent_id" => "123"
"date" => "2023-07-04T12:23:46-05:00"
"fundraisers" => array:1 [
0 => array:2 [
"amount" => array:1 [
"value" => 15.0
]
"constituent_id" => "123"
]
]
"constituency" => "New Donor"
"is_manual" => true
"gift_splits" => array:1 [
0 => array:4 [
"amount" => array:1 [
"value" => 15.0
]
"appeal_id" => "123"
"campaign_id" => “456”
"fund_id" => "789"
]
]
"gift_status" => "Active"
"is_anonymous" => false
"payments" => array:1 [
0 => array:4 [
"reason" => "Approved"
"payment_method" => "CreditCard"
"account_token" => "9f0fe083-a806-4fd9-b537-40cfed5c3c15"
"bbps_configuration_id" => "8ce40565-b2cd-49cf-8ae4-1030dece17c0"
]
]
"receipts" => array:1 [
0 => array:3 [
"amount" => array:1 [
"value" => 15.0
]
"date" => null
"status" => "DONOTRECEIPT"
]
]
"post_date" => null
"post_status" => "DoNotPost"
"type" => "RecurringGift"
"subtype" => "Credit"
"origin" => "{"name":"API"}"
"recurring_gift_schedule" => array:2 [
"frequency" => "MONTHLY"
"start_date" => "2023-08-04T12:23:46-05:00"
]

is_manual flag is set to TRUE

but I have some questions, I'm not handling payments.account_token, or payments.bbpsconfiguration_id (these values are randomly added since the Credit Card payment method requires these fields), since I send this data from an external system. Also, I need to add this Recurring Gift to a Batch(Recurring Gift Payment and Recurring Gift needs to be added to a Batch) to be approved, my questions are:
1. once the Batch with the Recurring Gift is approved, how to process his respective Recurring Gift Payments? Once the Batch with the Recurring Gift is approved, should I send the Recurring Gift Payment to a Batch to be approved?

2. Will I need to send the Recurring Gift Payment every month until subscription cancellation?

3. What date should I put on the first Recurring Gift Payment since the Batch could be not approved in the same day which is posted?

thank you.

Crystal Bruce

@Giovanni Trejo Abasolo
Hi! Discussion moved to Blackbaud Raiser's Edge NXT® API's. Thanks!

Austen Brown

@Giovanni Trejo Abasolo - Is the Recurring Gift being processed within the external system and the data your bringing into RE NXT a record of what occurred? Or, would you like RE NXT to process/charge the Recurring Gift?

Giovanni Trejo Abasolo

@Austen Brown the recurring gift is processed within the external system, and then we send the data to RE NXT for reporting purposes only.

Austen Brown

@Giovanni Trejo Abasolo - In this case you'll need to send every subsequent payment that the external system processes as well. I recommend putting the date the gift processed as the Gift Date, if you need a different date for finance or tracking you can use the GL Post Date.

Giovanni Trejo Abasolo

@Austen Brown thanks a lot for your answer,
I have other questions, once the Recurring Gift is approved with is_manual = true, I'm trying to send the first Recurring Gift Payment in another Batch, but this error appears: ‘The requested operation could not be fulfilled’.

Reading the community posts mentions the Recurring Gift Payment can't be sent in another batch, in this case, do I need to send the Recurring Gift Payment directly to the Constituent Giving History?

also, since I'm not processing payments and only sending data to RE NXT, how do I set these fields in the Recurring Gift Payment?
is_manual,
account_token
bbps_configuration_id
bbps_transaction_id (or checkout_transaction_id)

thank you.

Austen Brown

@Matt Thacker - Any thoughts on this?