Taking pledges online

This has been on my wish list for SO long.  Our web team made it possible to accept Pledges online with first payment.  However the pledge is not processed.  A gift in the amount of the first payment is processed.  At which point a CSI with payment dates and amounts is triggered.  We have to process the pledge in house for the remaining pledge payments.  I would love to hear if your idea is possible!

We have recently started working on this. As far as I know the API cannot create a pledge. My idea is that the website would take a payment of the amount of the first payment of the pledge, put the money on account, and add order notes about what schedule/full amount the patron wants.

Then a stored procedure would run overnight nightly, that takes the info from the order note and basically run it through the contribution import utility to create the pledge/schedule/pay off the first payment.

Would love to hear if anyone is actually doing this or has a better way of automating it!

Hi Veronica
Looks like we are going to try the same route you are doing with a first payment, a CSI and then manually entering the pledge. Would you be willing to chat with me and a colleague offline about your processes?
Thanks
Jess

Definitely!  Let's talk off line about a good time.  I will see if I can get our web developer in on this as well.  You can reach me at veronica.sierra-soderman@nws.edu .

Hi Everyone, 

It is correct that the Tessitura API does not currently support adding a pledge. The approaches described here are common approaches that organizations take to allow them via the API. Some members have gone a step further to automate creation of the pledge from the submitted data, however, it is a fairly complex maneuver to do that. In my experience most have taken the first payment, added a CSI, then created the pledge manually. 

While this is under consideration for a future release, we do not currently have plans to do this with the initial release of version 16. That may change, but wanted to give you the most current thinking on it. 

Thanks, 

Chris Szalaj
Product Owner, Business Facing Development
Tessitura Network

Thanks for the update, Chris.

Are you TNEW?  There's a TNEW component for this.