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Testing the Data Flow

This section describes how to execute test scenarios to verify the data flow between FundraisingBox and the CRM system.

Creating Test Donations via FundraisingBox

The test donations described here use the payment method 'direct debit'. If additional payment methods are to be tested, they must be enabled for the FundraisingBox donation forms in sandbox mode. More information can be found here.

Procedure for testing a direct debit donation

  • Log in at: https://secure.fundraisingbox.com/login using your credentials. These must be requested from the account admin.

  • Select the menu item 'Forms' in the left navigation bar and choose or create a donation form.

  • Open the form preview via 'Preview' and complete the form using the following sample data:

    • Payment method: SEPA direct debit

    • Test IBAN: 121212 (identifies a test donation) or alternatively use a sample IBAN (and BIC if required)

  • Submit the form

  • The success page will be displayed

  • Verify the transaction via the 'Transactions' menu item and enable the toggle 'Show test transactions only' when using the test IBAN 121212

Result: The transaction is created in the CRM system as a 'Gift Transaction'. Changes to relevant fields (e.g., first name or last name) in the CRM system are synchronized back to FundraisingBox.

Creating a Peer-to-Peer Fundraising Campaign

  • Navigate to the menu item 'Fundraising campaigns' and, under 'Settings', select a preconfigured fundraising campaign tool

  • Open the preview, select 'Create a new campaign', and complete and save the form

Result:

  • The campaign appears immediately in FundraisingBox.

  • Shortly thereafter, a corresponding Campaign is also created in the CRM system.

  • The campaign creator is linked as a CampaignMember, and incoming donations through this campaign are automatically assigned.

  • Changes in the CRM system are synchronized back to FundraisingBox, provided they are defined as bidirectionally syncable in the Standard Mapping table.

  • Non-syncable properties (e.g., image, description) can be edited via the edit link or directly in FundraisingBox. In test mode, login is required for this.

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