Yeqa uye kokucuketse lokuyinhloko

Donorbox

Nangabe libandla lakho lemukela imnikelo ngeDonorbox kodvwa ulandzelela bantfu netincwadzi temaphepha ku-B1, ungenta tento letisheshako te-Zapier te-Donorbox kutsi takhe emarekhodi emnikelo lafananako ngekhatsi ku-B1 — futsi takhe umniki njengemuntfu we-B1 nangabe akakho kadze. Akukho kuhlanganisa lokwentiwa ngesandla, akukho kutfunyelwa kwaphedlu.

Ngaphambi Kwekucala

  • I-akhawunti ye-Donorbox lenemshini bewukungenani munye
  • I-akhawunti ye-Zapier
  • Umsebentisi we-B1Admin lonemvumo yekutfola Kuhlela Tilungiselelo

Loko Lokungachumaniswa​

LuhlangotsiSicalisi se-DonorboxSento se-B1
Donorbox → B1Umnikelo Lomusha nobe Lobuyeketiwe (lokusheshako)Tfola Umuntfu → Engeta Umnikelo
Donorbox → B1Umniki Lomusha nobe LobuyeketiweKwakha Umuntfu
Donorbox → B1Luhlelo Lolusha nobe Lolubuyeketiwe (loluphindzaphindzako)Tfola Umuntfu → Engeta Umnikelo (sebentisa i-id yeluhlelo njengeliphuzu)

Donorbox ishicilela tisicalisi tayo njenge letisheshako — tichubeka emasekondzi lambalwa ngemuva kwemnikelo wangempela. Akukho kulibalela.

Kulungiselela​

1. Khicita sikhiya se-API ye-B1​

Ku-B1Admin: Tilungiselelo → Sisebentisi Lesakhako → Tikhiya te-API → Sikhiya Lesisha se-API. Timvumo:

  • people:read — kutfola umniki nge-imeyili
  • people:write — kumkha nangabe musha
  • donations:write — kubhala sipho phasi

Tisicalisi kuloluhlangotsi ngete-Donorbox, hhayi te-B1, ngako-ke awudzingi settings:write lapha.

2. Yakha i-Zap "bhala umnikelo phasi"​

  1. Sicalisi — Donorbox: Umnikelo Lomusha. Chumana ngesikhiya se-API se-Donorbox (ku-Donorbox: Account → Profile → API Settings).
  2. Sento — B1.church: Tfola Umuntfu. Fanisa i-imeyili yemniki kusuka kusicalisi kunkambu ye-Email yekusesha.
  3. Sento — Sihlungi nge-Zapier (lokungakhetsakala): cinisela kuchubeka kuphela nangabe umniki angatfolakalanga, bese…
  4. Sento — B1.church: Kwakha Umuntfu. Fanisa ligama lekucala/lelisekugcina/i-imeyili kuze umniki angene njengelilunga, hhayi rekhodi lesipho kuphela.
  5. Sento — B1.church: Engeta Umnikelo. Fanisa:
    • Inani → data.amount
    • Lusuku Lwemnikelo → lusuku lwemnikelo lwesicalisi
    • Simali → khetsa simali se-B1 lesifanisa umkhankaso we-Donorbox (i-Zapier ikuvumela kutsi ushintje timali kususela kusihlungi nobe sinyatselo se-formatter)
    • Indlela → "Online"
    • Emaphuzu → i-id yesentwana se-Donorbox (kusita nakuhlanganiswa)

Vula i-Zap. Umnikelo lolandzelako wangempela nge-Donorbox ungena ku B1Admin → Imnikelo ngekutentekela.

Tinseluleko Letijwayelekile​

I-Zap yinye ngesimali ngasinye​

Nangabe usebentisa imikhankaso lemikhulu ye-Donorbox lefanisa netimali letehlukene te-B1, sakhiwo lesicocekile kutsi ube ne-Zap yinye ngemkhankaso ngasinye nesihlungi se-campaign se-Donorbox etikwako — ngaleyo ndlela, kufaniswa kwesimali kuba likhodi lelicinile futsi uyeke sinyatselo sekusesha.

Phatsa imnikelo lebuyeketiwe njengekulungiswa​

I-Umnikelo Lomusha nobe Lobuyeketiwe we-Donorbox iyachubeka nasekulungisweni futsi. Sebentisa sinyatselo se-Path se-Zapier ku event_type kuze wehlukanise: "new" → Engeta Umnikelo, "updated" → Tfola Umnikelo + Buyeketa (liphuzu: i-app ye-Zapier ye-B1 ayikanaso sento se-Update Donation njengamanje — okwamanje, bhala imicimbi "yebuyeketiwe" ku-Slack yekuhlolwa ngesandla).

Fanisa kushintjwa kwehlelo loluphindzaphindzako ku-Slack​

  • Sicalisi — Donorbox: Luhlelo Lolusha nobe Lolubuyeketiwe
  • Sento — Slack: Tfumela Umlayeto ku #donations (sib. "Luhlelo lushintjile — sipho sanyanga sanaSarah manje sisi-$200")

Imikhawulo & Ematiko​

  • Fanisa baniki nge-imeyili. I-Donorbox ayabelani i-id yemuntfu ye-B1; sihluthulelo sekufanisa lesihlala njalo yi-imeyili kuphela. Baniki labanikela ngaphansi kwe-imeyili lehlukile bayakwakha umuntfu lomusha we-B1 — kuhlaganiswa kwakho kwanyanga onkhe kufanele kufune labo.
  • Kubuyiselwa akuboniswa ngekwehlukene — i-Donorbox ikhupha kubuyeketa sisimo ngephatha kwalowo mnikelo. I-app ye-Zapier ye-B1 njengamanje ayikanaso sento se-Update Donation; indlela lephephile lamuhla kubhala imicimbi yekubuyiselwa ngephandle bese ulungisa umnikelo ngesandla.
  • Hlola ku-sandbox ye-Donorbox kucala kuze ugweme kwakha imnikelo lengasiyo ku-B1 lesebentisako. I-Donorbox iniketa tinkomba tekuhlola letehlukile kuletisebentako.

Kulungisa Tinkinga​

  • Sicwayiso se-"Umuntfu akatfolakali" nyakoyaka — loko kulungile nangabe uhlele tinyatselo kuze i-Kwakha Umuntfu ichubeke nakungatfolakala. Nangabe nesinyatselo se-Create Person asikaze sichubeke, cinisekisa kabusha kutsi sikhiya se-API sinayo i-people:write.
  • Inani lemnikelo libukeka likhulu nome lincane kakhulu ngesikhatsi lesili-100× — I-Donorbox itfumela ema-cents kwezinye tinhlobo tepheyiloti bese itfumela emadola kwakunye. Sebentisa sinyatselo se-Formatter by Zapier — Numbers kwehlukanisa nge-100 nangabe kudzingekile.
  • Imnikelo lephindziwe kusuka kusipho sinye — I-Donorbox ikhipha kokubili New Donation ne-Updated Donation. Hlungwa nge event_type = "donation.succeeded" nobe wakhe ema-Zap lamabili langahlangananga kusihlungi.

Buka Nalokunye​