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What custom data is transferred from YourMembership to AffiniPay?

Last Updated: Jul 08, 2016 12:36PM CDT
You can download your deposit report with custom data from the YourMembership platform.  The custom data associated with each transaction includes the YM invoice number, Member Name, Organization and also the Module Name.

You can start by selecting either the daily or monthly deposit report.


In order to export all of the custom YM data you will need to select "Export to Excel" in the bottom right hand corner of the deposit report.  

You will need to select All Transaction Fields, All Payment Page Fields and also All Tags when you are using the Export to Excel option.



Once you open the excel file you will find a column labeled Reference.  This is the YM invoice number.

If you scroll over to the far right hand side of the spreadsheet you will see all of the custom YM data.



We have recently added a unique identifier to the download so you can reconcile specific transactions between your YM website and AffiniPay 2.0.


This number is unique and can be located on the YM website under the Invoice Transaction Details.  The information is labeled as the Check/Reference Number.




 

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