Data feeds

• 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

• 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

• 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

• 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

• 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

• 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 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.

Each night, the system generates a file for each of your enabled data feeds that are stored securely at YourCause. You can access and download each file from the CSRconnect Admin Portal. The process starts at 12:30a CT and completes by 8:00a CT.

Alternatively, the system can deliver your data feeds to an SFTP. This must be to your SFTP (which is the same SFTP used for HR and payroll files). From the chosen SFTP and any specific folder drops setup, your team downloads the data or writes scripts to pull data from the folder(s). The file names follow this format (using “04/12/2019” as the example date):

• Donations: /downloads/donations/04122019/df-04122019.gz

• Pledges: /downloads/pledges/04122019/df-04122019.gz

• New Volunteer: /downloads/vols/04122019/df-04122019.gz

• Groups: /downloads/groups/04122019/df-04122019.gz

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.

SFTP

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.

CSRconnect Admin Portal

If you’re not using SFTP delivery, the data feed files are available to download 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.