Daniel Friedman
My feedback
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83 votesDaniel Friedman
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An error occurred while saving the comment An error occurred while saving the comment Daniel Friedman
commented
Hello,
1. Ability to map chart of accounts to key accounts between Xero and WA
2. Sync key contact information
3. Invoice generation (memberships, events, shop) -
19 votes
An error occurred while saving the comment Daniel Friedman
commented
I'm trying to implement something similar.
Have tried fixed, static, multi choice options. Whilst not the neatest solution, static field pricing was the best candidate to meet our needs. It is possible to make it work this way. I was able to make a Schedule of 'dynamic' charges and then allocate them to the various membership levels.
However after much investigating and tinkering decided against this, as the members profile still associates the charge against the membership lvl, i.e.
Total annual membership fee is $150, which is divided for transparency into 5 parts.
$50.00 - Membership Lvl
$25.00 - Levy A
$25.00 - Levy B
$25.00 - Levy C
$25.00 - Levy DOn the members profile, it shows there membership lvl @ $50.00, when it should be $150.00. Whilst the invoice is correct at $150.00.
Static field pricing is not a professional solution for our Organisation.
Static field pricing was not able to be pushed retrospectively across existing members for the purpose of renewals. I believe this could be resolved by an export/import. Again, this isn't a simple and fool proof solution.
Daniel Friedman
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14 votesDaniel Friedman
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86 votesDaniel Friedman
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47 votes
Team Payments
responded
Due to priorities shift we had to put this issue on hold.
We’ll post any updates as we have themOleg, Product Owner @ Payments crew
Daniel Friedman
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48 votesDaniel Friedman
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61 votesDaniel Friedman
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66 votesDaniel Friedman
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78 votesDaniel Friedman
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78 votesDaniel Friedman
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79 votesDaniel Friedman
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73 votesDaniel Friedman
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93 votes
Dmitry Smirnov
responded
We just launched integration with Integromat platform, which helps to build automated workflows. We also provide several templates for quick start, and one of them allows to copy Wild Apricot events into google calendar. So you can share this google calendar and you members can subscribe to it.
You can try the integration by this link https://www.integromat.com/en/integration/2276-copy-wild-apricot-events-into-google-calendar
Help page: https://gethelp.wildapricot.com/en/articles/1653
Blog post with video tutorial: https://www.wildapricot.com/blogs/newsblog/2019/02/14/create-integromat-scenario
Daniel Friedman
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97 votesDaniel Friedman
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112 votesDaniel Friedman
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147 votesDaniel Friedman
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154 votesDaniel Friedman
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202 votesDaniel Friedman
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255 votesDaniel Friedman
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250 votesDaniel Friedman
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Hello, sentiments echo everyone else. Respectfully - I wonder if WA team is aware of a) the market uptake of Xero against legacy products and b) Orgs looking to move to WA are considering looking at integration (automation) between their financial system as well as their CRMs (WA).
We would be looking for.
1.0) Two way exchange of information between WA and Xero for the purposes of reconciliation.
2) Mirroring fields (accounts).
Honestly, I'm surprised WA dev team wouldn't be able to assume what the benefits are and where synergy's could be created between the two products for the benefit of your user base?