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Recurring Donation Data Mapping

This page covers how WeGive Scheduled Donations map to StudioEnterprise Recurring Plans. StudioEnterprise Object: Recurring Plan (header + line records) Sync Direction: Bidirectional (pull on by default; push optional, off by default)

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Core Identity Fields

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Frequency Mapping

StudioEnterprise’s recurring-frequency code maps to WeGive’s frequency values using a built-in default, overridable per organization via the frequency_map configuration setting:

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Status Mapping

StudioEnterprise’s recurring-plan status code maps to one of three WeGive plan states, using a built-in default, overridable via the recurring_status_map configuration setting:
A declined charge attempt or a validation error does not cancel a plan by default — the plan stays active and the next scheduled charge is still attempted. A genuinely cancelled recurring plan isn’t represented by a status code in StudioEnterprise; it’s detected through StudioEnterprise’s change-tracking data instead (the plan record itself is removed/ended).

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Linking Gifts to Their Recurring Plan

Individual gifts produced by a recurring plan carry a reference back to the plan’s Header ID. This is how WeGive knows a specific transaction was generated by a specific sustaining/recurring giving plan, rather than being a standalone one-time gift.

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Pull Behavior

Recurring plan data is read at the line-item grain and folded up per plan header — a plan’s amount is the sum of its designation lines. Because pull processes records in pages, a single plan whose lines span more than one page is still correctly totaled across pages, not just from the first page encountered.

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Push Behavior

When enabled, WeGive pushes recurring plan records to StudioEnterprise as record-keeping entries — reflecting that the plan exists and its schedule — rather than instructing StudioEnterprise to process payments on WeGive’s behalf. Payment processing for recurring gifts happens within WeGive.

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Not Yet Supported

A recurring plan split across multiple fund designations is not yet represented.

Transaction Mapping

See how individual gifts link back to their recurring plan

Configuration Options

Configure frequency and status mapping overrides
For additional help with recurring donation mapping, contact our support team at [email protected].