Importing Direct Debit (Australia) Regular Donors
This article covers importing your Direct Debit (BECS method) Regular Donors into Raisely.
See BECS Direct Debit payments in Australia in Stripe's documentation for more details. Also do note new Stripe users may have transaction limits imposed. If you need higher limits, contact Stripe support.
Important Note for all Imports
Prior to commencing the import process, please ensure the following:
- The campaign where you would like the donors to be imported to has been set up in Raisely
- Ensure that your Stripe payment gateway has been connected to the campaign
- Ensure that your Campaign has been set to LIVE mode and is ready to accept payments
- (For Direct Debit) Ensure that you have enabled Direct Debit payments in your Raisely and Stripe settings
We highly recommend completing these steps to speed up the import process.
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Overview of Import Process
Step 1: Complete Raisely's Import Template
If the data does not exist in Stripe, you will need to complete this Import Template, providing the details of what will be imported.
Click here to download the template.
If the data already exists in Stripe, you can complete this Import Template instead.
Click here to download the template.
Step 2: Verify Data and Complete Import
Once we have received the file, we will verify the data and complete the import if everything checks out.
Step 3: Notifying your Donors
The BECS scheme advises that you notify your customer when a mandate is established and each time you debit their account. By default, Stripe automatically sends these emails to the customer. The BECS guidelines suggest sending notifications at least 14 calendar days before you create a payment, but this isn’t mandatory. The default Stripe pre-debit email happens the day before the account gets debited. These pre-debit notifications should help you avoid unnecessary debit failures and disputes.
Raisely will send our default Regular donation messages if they are toggled on. This includes:
- Regular Donation Welcome Message - On the first successful deduction of their direct debit payment
- Regular Donation Receipt Message - On subsequent successful deduction of their direct debit payments
You can refer to our help article on Default Messages for more information. If you want to send other custom messages, you will need Raisely Pro.
Step 4: Customer to Review Imported Data
All donations will be imported in an ACTIVE state, which means they will be ready to be processed. We'll provide a report to support you with reviewing the imported data.
Timelines and Costs
Import Time Frame
Please note that the minimum time frame required to complete a migration for Direct Debit Payments is 7 business days. This is counted from the time the task is lodged and we have acknowledged your import request.
Payment Processing Time Frame
Raisely initiates the payment process on the Next Payment Date with the intent for the debit to occur on the Next Payment Date. However, it may take 1 to 3 business days for Stripe to confirm that the debit has gone through.
Costs
All subscriptions will incur a 2% fee as part of the import cost. This cost is deducted from the donation total - meaning your organisation incurs this fee. This 2% fee is an ongoing fee, it will be charged to all future payments within the subscription.
For example, let’s say we import your donor’s $50 monthly donation, there is no change for your donor. They still pay the same amount ($50). You receive the $50 donation monthly, minus the 2% ($1) and any other gateway fees.
FAQs
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# Must we have Stripe as our Payment Gateway to setup regular giving?
Yes. Raisely's integration with Stripe allows for the processing of regular giving payments. This is not available via PayPal.
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# When will the regular donor be charged once migration is finalised?
For BECS (AU) Direct Debit donations, Raisely will initiate the payment process on the Next Payment Date, with the intent for the debit to occur on the scheduled date or within 1 - 3 business days.
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# What do I do if I see errors when an attempt has been made to take the payment?
As the payments are processed through Stripe, you can see the full details of any errors within the original Stripe transaction record. If you click on the Regular donation within Raisely, you will see a link directly to the Stripe record.
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# What happens to unsuccessful direct debit attempts?
If there are two consecutive failed payment attempts, we will set the direct debit payment to a FAILED status. We will no longer retry the donations and you'll need to check the Stripe record to understand why the payments have failed.
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