Data feeds

To activate data feeds, simply notify your designated Customer Success Manager (CSM) or Implementation Manager. They will create a task for the team to activate the data feeds in the CSRconnect Admin Portal. Additional activation through SFTP can take up to four weeks. There is no additional cost for the setup or support of the feeds.

While data feeds are usually low maintenance, there can be some additional work required based on your reporting needs. For example, the Volunteer data feed is denormalized and includes all information about the employee, event, hours, etc. However, if you need a combined view of volunteer hours and donations for an employee, you will need to load that data feed information into a reporting system of your choice to merge the content and then report from it.

• Admin Roles: Employee data for every user tied to a CSRconnect Admin Role (not legacy Admin roles)

  Pulls the all-time load - date datapoint is not needed

• Board Membership: Details for any active board membership or present board member positions

  Pulls the all-time load - date datapoint is not needed

• Custom Questions: Details related to custom questions and answers

  • Contains a date datapoint (custom_question_response_date) that determines if there is new data to include

  • The event_id can be null for a number of reasons:

    • Custom questions were used for non-volunteer event elements.

    • Individual activities with a custom question set assigned to them won’t have an event_id (since they’re individual activities).

    • Event creators who don’t participate in the event they created do not have a custom question set response for participation.

    • Custom questions for volunteering can be assigned to event creators or event participants.  A participant who didn’t create an event would have null custom question responses for custom question sets associated with creators.

  • If an active participation is associated with custom questions, the volunteer_question_source will display the following results:

    • If there is an associated event creator custom question set response id, then "Creator" appears.

    • If there is an associated custom question set response id, then "Signup" appears.

    • If there is an associated CRA custom question set response id, then "CRA" appears.

    • If there is an associated campaign custom question set response id, then "Campaign" appears.

    • If none of the above are associated with the opportunity, then the result is null.

    Note: A participation can be inactive if the participant didn't attend.

• Donations (formerly All Giving): Donation and matches

  Contains a date datapoint (updated_date) that determines if there is new data to include

• Employees: Employee data and registration detail; includes non-HR user information

  Pulls the all-time load - date datapoint is not needed

  Note: In the Employee data feed, the employee_registration_date column lists the date when the support account or community admin added an employee. The last_login_date displays when a user most recently logged into CSRconnect.

• Events: Details and event attributes for all events entered into the CSRconnect platform

  • Contains a date datapoint (event_updated_date) that determines if there is new data to include

  • The event_status column displays all event status values, including Live, Pending, and Declined. This feed can also have null values.

  • The number_of_occurrences column only includes active occurrences.

• Groups: Groups and member detail

  Pulls the all-time load - date datapoint is not needed

• Incentives: Details related to Incentive requests

  Contains a date datapoint (incentive_updated_date) that determines if there is new data to include

• Payments: Details related to disbursals

  Contains a date datapoint (payment_updated_date) that determines if there is new data to include

• Pledges: Active and inactive payroll pledges

  • Contains a date datapoint (pledge_updated_date) that determines if there is new data to include

  • The is_payroll_request_onetime column determines whether a pledge is one-time or recurring. It is populated when a user creates a pledge or a pledge is imported from the provided client file using the Payroll Pledge Import Tool.

  • The is_employee_active column is populated based on the client's HR File.

  • The is_payroll_pledge_active column is populated when a user creates a pledge or a pledge is imported from the provided client file using the Payroll Pledge Import Tool.

• SDG: Details related to Sustainable Development Goals

  Pulls the all-time load - date datapoint is not needed

• Volunteer (formerly New Volunteer): Volunteer Manager transactional detail

  • Contains a date datapoint (volunteer_participation_updated_date) that determines if there is new data to include

  • When FALSE appears in the is_volunteer_participation_active column, it indicates that an employee canceled their participation or their participation is no longer associated with an event.

  • The participation_type column is associated with various event scenarios:

    • If an employee created the event, then it is set to "Creator."

    • If an employee has organized the event, then it is set to "Organizer."

    • If guest id tied to a participation is null, then it is set to "Participant."

    • The column is set to null for any other scenario.

  • The sign_up_source column provides an employee's participation information.

    • If the employee created the opportunity, it is listed as "Organizer." Otherwise, the column lists "Employee."

    • If the employee created a wait list, the term "Organizer" appears. Otherwise, the column lists "Employee."

  • The event_has_recurrences column does not list recurrences for NPO events. NPO events do not have recurrences and this column will be null.

  • If an employee is wait listed and therefore was not tied to an active participation, the volunteer_participation_id column will be null and the is_wait_list column is set to TRUE.

  • For Add Your Own organizations, the associated details are listed in the event_benefitting_organization column. Any charity-specific details, such as charity_id, charity_name, and parent_charity_name, are null.

• VTO: Details related to Volunteer Time Off requests

Note: We will not adjust the column order - this is so that you can reliably build upon the fields. The only exception is that we may add columns to the end of the list as new functionality is built in CSRconnect. Clients are updated as columns are added.

The Load Type Settings configure the data included in SFTP deliveries and data feed downloads from the CSRconnect Admin Portal.

• Starting year: Includes data from the start of the selected year through yesterday. This option with the current year selected is the default setting.

• Incremental: On the day after selecting this load type, includes an initial pull of all data. On all subsequent days, includes only new or modified data.

• Full: Includes all data.

Changes to Load Type Settings will take effect the following day.

Admin Roles, Board Membership, Employees, Groups, and SDG data feeds will always use the full load type.

To help ensure all data is sent since the last successful feed, we normally send a full file from the beginning of the year. There are no "retry" capabilities, but if there is a transmission failure on a particular day, the file for the following day will contain all of the data.

The system can deliver your data feeds to an SFTP. Data feeds must be sent to the same SFTP used for HR and payroll files. From the chosen SFTP and any specific folder drops set up, your team downloads the data or writes scripts to pull data from the folder(s).

When using the SFTP delivery functionality, PGP encryption is required due to the sensitive nature of this data. A private PGP key will need to be added in the settings when setting up the SFTP delivery options. Clients can provide their own private PGP key or YourCause can use its private key and provide the public PGP key to use for decryption.

Note: When receiving encrypted data feed files, they are in a zipped .gz format. Teams must decrypt the files first and then unzip the files.

Your Implementation Manager (for launching clients) or Customer Success Manager (CSM - for clients who have launched) will work with you to set up your SFTP credentials; there is typically an exchange of credentials needed.

• There is currently no process for removing your files, so it is important for you to maintain and remove files once they have been downloaded.

• It is also critical to protect your SFTP access credentials and to only share with proper internal team members.

You can manage your SFTP settings from CSRconnect Admin Portal, Report, Data Feeds, Edit SFTP Configurations. See SFTP settings for more information.

If you’re not using SFTP delivery, you can access and download each file from the CSRconnect Admin Portal.

These files:

• are stored using the Amazon S3 storage and Server Side Encryption (SSE-S3) for the data at rest.

• will only be available for five days. After a file has existed for five days, the system will automatically remove it from the folder.