Implement the post-checkout webhook

The post-checkout webhook is required to record the completion of the donation. The webhook will have a set of required and optional fields to capture relevant details for the donation. The donation webhook URL is unique to each widget in ChangeUp DMS. This webhook URL is meant to be called from a server, not the client (as the URL should be considered a secret).

View the API docs for more details on the post-donation webhook

Webhook Donation Recording and Reporting

Upon receiving the webhook, ChangeUp processes the incoming data to record the donation using a queuing system. Once processed, the donation details are recorded and stored for real-time reporting purposes. A “record” date can be adjusted in the widget settings for the donation widget to actualize the donation in the database. The reconciliation date allows for special policies such as refunds. Reports will identify donations as “pre-record” and “post-record” dates and can be used for reconciliation.

Reports can be filtered by donation widget and time range. Reports of all donation transactions can be downloaded for reconciliation purposes.