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Author Topic: Including Accounting Codes in the PayPal API  (Read 2146 times)

toddchris

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Including Accounting Codes in the PayPal API
July 22, 2008, 07:35:09 pm
One improvement that would be great would be to include the accounting codes in the PayPal interface.  Currently you have to download the settlement file from PayPal and reconcile it with a download from CiviCRM.  My Finance department would really like this feature.  Anyone else have a similar issue?

Donald Lobo

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Re: Including Accounting Codes in the PayPal API
July 22, 2008, 08:05:16 pm

hey todd:

does paypal have a field for the accounting code? or do we need to pass it in as a 'custom' field.

I assume u'd want to 'accounting code' from the 'contribution type' field to be sent to paypal, right?

lobo
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ecw

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Re: Including Accounting Codes in the PayPal API
July 13, 2009, 08:15:33 am
Older thread, but essentially the exact same thing we are looking for... unfortunately we haven't been able to find a solution yet.

We'd like to pass the Event Name from a CiviEvent to PayPal Pro so we can track event revenue from PayPal. When you download the detailed transactions as .csv on PayPal Website Payments Pro, there are Event Name and Event ID fields, however they are blank right now. Any help populating those fields or insight into tracking individual event revenue via PayPal greatly appreciated.

Thanks

Dave Greenberg

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Re: Including Accounting Codes in the PayPal API
July 14, 2009, 07:52:35 am
Not sure what your mean by tracking exactly. If the requirement is reconciliation with PayPal data - the PayPal transaction ID (which I'm pretty sure is included in the download from PayPal) is also stored in CiviCRM. If you do an Export from Find Participants - this same transaction ID is included in the CSV by default. So if you're trying to correlate transactions by ID - you can potentially use that linkage.

Starting with 2.2.7 - CiviReport component includes an Event Income report.

There's also a community-contributed custom search which aggregates revenue by event which might get you close to what you need (and / or you could adapt a bit).

If none of those fulfill your requirements, then you'll need to look at some modifications to the PayPal plugin code. In this case you'll want to get familiar with the code a bit and then ping on IRC if questions.
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Including Accounting Codes in the PayPal API

This forum was archived on 2017-11-26.