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Best path to accounting integration

Posted: November 25, 2019 at 7:49 am

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ICLE

November 25, 2019 at 7:49 am

I need to get my “registration” reports WITH payment detail order for accounting.
What is the best way to do this?

1) Sponsor a developer to write a csv dump to our specifications?
2) Load an ecommerce plugin, integrate that and use it’s export and integration?

Thanks.


Tony

  • Support Staff

November 25, 2019 at 9:10 am

Hi there,

1) Sponsor a developer to write a csv dump to our specifications?

May I ask, what exactly do you need in the registration report?

2) Load an ecommerce plugin, integrate that and use it’s export and integration?

I’m sorry, but I don’t understand how this would help.

Another e-Commerce (EE is essentially an e-commerce plugin) would have its own data dn would no integrate with EE’s so I’m not sure how that would get the data you need without custom development, which then links back to 1.


ICLE

November 25, 2019 at 9:29 am

Specifically, we need the rows of the CSV to be each “payment detail”. More like a transaction centered CSV, instead of a Registration centered CSV.

Good to know that adding an ecommerce plugin would be more complex than perhaps is needed, although it would be nice to offer products which are generated by our seminars (stand alone books and stuff). Any suggestions as to how to do that? Essentially “add ons” without a seminar.


Tony

  • Support Staff

November 25, 2019 at 1:40 pm

Specifically, we need the rows of the CSV to be each “payment detail”. More like a transaction centered CSV, instead of a Registration centered CSV.

Depending on how far you want to go and how comfortable with the functions we have available for removing data you may be able to do that yourself.

Do you often have multiple payments within registrations?

You can add and remove details from the CSV fairly easily using snippets but you’ll need to be much more specific on your needs for me to know if we have anything available to help, as in the exact details you want to be included etc.

You could hire a developer to build out a report for you if it’s not something you feel comfortable doing yourself, but if the CSV Registrations report has most of what you need and you just need some additional details you could also just add those into the CSV.

For example, this snippet adds a breakdown of payment values on a transaction:

https://gist.github.com/Pebblo/0b0ac22e0b267b8e129b587142bdd997

I’m not saying it is what you need, but shows that details can be added to that report relatively easily.

Good to know that adding an e-commerce plugin would be more complex than perhaps is needed, although it would be nice to offer products which are generated by our seminars (stand alone books and stuff). Any suggestions as to how to do that? Essentially “add ons” without a seminar.

With EE itself you would need additional ticket options which the user would need to select.

You could use a 3rd party add-on called the price modifier add-on which essentially allows you to add ‘values’ to questions on the registration form. So the user can select to include books in their registration and a value will be added onto the transaction.

Is that what you are looking for?

Or when you say stand-alone books, do you mean not part of any registration at all?


ICLE

November 25, 2019 at 1:44 pm

You have earned the Yoda award today.
1) I will be all into that script to expose the payment values (!!!great!!!)
2) Yes, digital asset sales which are not part of an active program.
I’ll check back with questions as I unwind the onion.
This padwan thanks you.


Tony

  • Support Staff

November 25, 2019 at 2:06 pm

We have a few more examples of working with the filters available to alter the CSV reports here:

https://github.com/eventespresso/ee-code-snippet-library/tree/master/admin/registration-reports

Most are basically methods to hide data but may help point you in the right direction.

2) Yes, digital asset sales which are not part of an active program.

Yeah, in that case, you’d need something else that handles ‘products’, as in another e-commerce plugin, however, the reporting will not integrate with EE and you’ll need to collate the data from that plugin with the reporting from EE manually if needed.

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