Zapier - Campaign Field
Kristin Brassell
Add campaign as field when setting up a zap between Give Butter and Quickbooks or Give Butter and other CRMs. While Give Butter transactions can easily be connected to show Donor Name, Date and Amount, a key feature of Campaign is lacking. I have to choose a default campaign type, and then go back through Quickbooks and my donor CRM to edit true campaign names.
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James Feagle
Yes, this will be very helpful for those using QBO for new transactions in GiveButter. Payouts have to be done on a campaign basis and all transactions have to be deposited in QuickBooks manually (without being a developer). The only way to make a quick work of deposits is by having the Campaign Name in the notes field so we can see what transactions need to be included on each deposit.
Another way to help with this is by adding the campaign code into the payout screen or export. Thanks!
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Nick Mracek
Yes, I would like named fields for Campaign, Team, Member in addition to ID's to customize items in Zapier. I'm using this to push notifications to Slack, but could also see this as helpful for QBO like the original request.