Name: eTapestry Mapping Plugin for Gravity Forms
SKU: GF-MAPPING
Availability: InStock

Product Description

Connect Gravity Forms to your eTapestry account and map your User Defined Fields using the eTapestry Plugin for WordPress.

Works with or without a separate payment gateway (PayPal, Authorize.net, Stripe, eTapestry Payment Plugin, and more) for one time payments.
Create accounts and contacts with no payment necessary (use on your contact us form)
Check for duplicate accounts
Add gifts with User Defined Fields (when a donation is processed)
Set Fund, Campaign, Approach and Letter

The feed pulls your User Defined Fields from eTapestry so you can map them to your form. (CLICK to enlarge)

Your form’s fields are entered into your etapestry account as a journal entry (contact or gift)

A note will be added to the entry with the results.

Download, install and activate plugin and enter your eTapestry credentials in Forms>Settings>eTapestry Mapping. ( You may use the new API Database login credentials or the Legacy user login. )
Then create a new eTapestry Mapping feed in each form you’d like to integrate. If your credentials are valid, your user defined fields (UDF) will populate automatically in the mapping section of the feed. Select any UDF you would like to map to your form fields and ignore the rest. Please make sure you have asked for API access from eTapestry as it isn’t automatic!

If you need to also process payments through eTapestry, you will need the eTapestry Payment Plugin. Purchase both the Payment and Mapping plugins and receive $50 off! Use coupon code ‘bundle’ during checkout.

You may want to visit our youtube channel for how to videos on setting up your plugin and mapping your fields.
https://www.youtube.com/channel/UCW9d7PiY8_KxTDPxLBfim8Q/videos

New to eTapestry? eTapestry has a YouTube channel for basic familiarization with their platform. This eTapestry plugin does a lot of this work for you but it helps to know where to find things in eTapestry.

https://www.youtube.com/playlist?list=PLALjs-CzkPwqV-N8xSJlAkb4W_8WWwrMH

Content of the plugin ReadMe.txt file located in your plugin:

1. Upload the plugin via WordPress plugin dashboard or ftp the plugin folder into the plugins directory and activate.
2. Enter your serial key and etapestry API credentials in Forms>Settings>eTapestry Mapping. Credentials are in your etapestry account under Management > My Organization > Subscriptions.
3. Check your settings for any warnings and correct as necessary.
4. Open the form you wish to integrate and go to the Form>Settings>eTapestry Mapping to create a feed.
5. Match the account name and individual address fields to each dropdown provided
6. Set your transaction type and save to load the rest of the feed. An account or contact/journal entry may be created without a payment. A gift requires a payment processor feed (eTapestry Payment, GF eCheck, Gravity Forms Authorize.net, PayPal, Stripe for example) to process the payment and if successful, a gift will be processed.
7. Choosing ‘gift’ type requires a Fund. Campaign, Approach and Letter are optional. If you do not see your etapestry Funds in the dropdown, there is an issue connecting. Check your credentials are correct and that you have the API enabled with eTapestry.
8. For Contact and Gift transaction types, the plugin retrieves your data from etapestry and offers field mapping and hints in the tooltip (?) for how to create the choices in gravity forms. If the tooltip specifies an answer set and the form results don’t match your eTapestry account choices EXACTLY, the transaction will fail. So please test this! Note the default etapestry phone type is ‘Voice’ and that is what we use. To modify, use the filter hook ‘eTapMapping_phone_type’ and return the type you wish (ie return ‘Home’).
9. If you map the eTapestry reference number to a field in the entry and want it sent in a notification, you should choose After eTapestry Mapping as the notification event.
10. Results are noted in each entry. Turn on Logging to view more information. NOTE: If you do not see your etapestry account results in notes, be certain your credentials and api version are correct (v2 vs v3 in the url).
11. If you run the plugin feed as a ‘Gift’ simultaneously with the eTapestry Payment Plugin, the mapping plugin settings will update the gift created at time of payment. If there is a conflict in field values (like different Funds for example) the Mapping plugin settings will override the Payment plugin settings as it comes last. You can choose ‘Defer to Payment Plugin’ to stop this behavior.
12. If you update from PHP 5.4.x to PHP 5.5.x or higher, you will need to reenter and save your Serial Key in Settings. The same key works but is managed differently between versions.
13. If you have a User Defined Field assigned to multiple categories (for example Constituent and Gift), the broadest category will be updated.
14. The default Persona is Personal. There is a filter for changing this: apply_filters(‘eTapMapping_persona_type’,$persona,$entry,$form);
15. Map the account name in your feed or the plugin will attempt to get it from the credit card or EFT fields. This is not reliable.
16. Subscriptions will only map one gift journal entry
17. To modify the default format ‘mm/dd/yyyy’ for a date field, use filter eTapMapping_datefield_format

Available hooks in the plugin:

Hooks available for developers to extend the plugin:

Use filters to modify a value

Filters to change values before they are printed to the feed UI
// Intercept the udfs retrieved from your eTapestry account
apply_filters(‘etap_udfs’,$array,$type);
// Control when udfs appear
apply_filters(‘eTapMapping_persona_actions’,array(‘gift’, ‘contact’, ‘account’))
apply_filters(‘eTapMapping_constituent_actions’,array(‘gift’, ‘contact’, ‘account’))
apply_filters(‘eTapMapping_tribute_actions’,array( ‘gift’,’contact’ ))

// Modify the submission status required to map a gift
apply_filters(‘eTapMapping_allowed_statuses’,[‘Approved’,’Paid’,’Active’],$entry,$form,$feed);

// Modify the defined values array before submitting to eTapestry
apply_filters(‘eTapMapping_defined_values’, $defined_values, $entry, $feed);

//Modify the gift transaction before submitting a new gift to eTapestry
apply_filters(‘eTapMapping_gift_transaction’, $tran, $entry, $feed);

// Modify the gift transaction before submitting an updated gift to eTapestry (used with eTapestry Payment plugin)
apply_filters(‘eTapMapping_update_gift’,array_merge($existing_gift, $tran),$existing_gift, $tran);

// Various ways to modify the donor information before submission. NOTE: you need to be cognizant of eTapestry required and expected fields if you modify these parameters https://www.blackbaudhq.com/files/etapestry/api3/methods.html
apply_filters(‘eTapMapping_persona_type’,$persona,$entry,$form);
apply_filters(‘eTapMapping_name_format’,1,$donor,$entry,$form);
apply_filters(‘eTapMapping_donor_add’, $donor, $entry, $form);
apply_filters(‘eTapMapping_phone_type’,’Voice’,$entry,$form,$feed);
apply_filters(‘eTapMapping_default_country’,’US’);
apply_filters(‘eTapMapping_donor’, $donor, $entry, $form, $feed);
apply_filters(‘eTapMapping_acct_role_type’,0);

// Do something after a gift is mapped. This hook is added to allow developers to modify a recurring gift schedule when a gift is created by a third party payment gateway like Stripe. do_action(‘eTapMapping_after_create_gift’,$entry, $transaction, $acctref, $giftid, $soap_obj);

// use the account reference number or the gift reference number to perform custom actions
do_action(‘eTapMapping_gift_processed’,$acctref,$gift,$entry,$feed);

// account found or created
//$this->nsc is the soap object
do_action(‘eTapMapping_donor_account’,$response,$this->donor,$this->nsc,$entry,$form,$feed);

// modify the date format for date fields. Default is mm/dd/yyyy

apply_filters(‘eTapMapping_datefield_format’, ‘mm/dd/yyyy’, $field, $form);

eTapestry Mapping Plugin for Gravity Forms

Product Description

Connect Gravity Forms to your eTapestry account and map your User Defined Fields using the eTapestry Plugin for WordPress.

Content of the plugin ReadMe.txt file located in your plugin:

Available hooks in the plugin:

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