Magic Match is a featured option for use with the integrations, Anedot, WinRed and ActBlue, in conjunction with the Quick Import Tool to bring over contributions from these processors without creating duplicate transactions in your database.
Why is Magic Match So Useful?
When data comes through the Anedot, ActBlue, or WinRed integrations, it is missing two key pieces of information for proper accounting: fees and deposit batch information. Using Magic Match, you can import the same data twice, via Quick Import and the integration, and the system will automatically group transactions together in batches and create the appropriate fees. This will also not create duplicate entries in your database.
How does Magic Match Work?
Magic Match is a check box that appears when the Anedot, WinRed, or ActBlue Quick Import format is selected. When this option is selected, it will catch duplicate transactions in the import without adding them to the database. Instead, only the record will be updated with the new transaction. It will also include the deposit batch information.
Why would someone use Magic Match?
When data comes in through an integration, it’s missing two pieces of key info for proper accounting: fees and deposit batches. Importing the same data through Quick Import with Magic Match allows the system to automatically group transactions together in batches, as well as add the appropriate fees.
