Enthuse app

Automatically importing your data with the Enthuse app for Beacon

Updated over a week ago

The Enthuse platform provides a digital donation and fundraising technology, all under your cause’s brand. Enthuse is also the official fundraising partner for the London Marathon and Great Run events.

With the Enthuse app for Beacon, you can rest assured that all of your donation and fundraising data is automatically imported into your Beacon database, structured and stored in the way that's right for you.

Important note: While the Enthuse app is available on all Beacon plans, you will need a paid Enthuse plan in order to use the integration.

Contents


Install guide

1. Request credentials from Enthuse

First up, you need to request a Client ID, a Client Secret, and an API key from the Enthuse team. You can fill out their request form here, or see their full article on the Beacon integration here.

2. Add your details into Beacon

Once you have your Enthuse credentials, you can connect with Beacon! Head over to Apps > Directory and click Install on the Enthuse app.

You'll immediately be prompted to connect with Enthuse:

You can then enter your Client ID, Client Secret, and API key:

Once you've entered all of the details, click Connect.

Review the settings and then click Save integration.

Nicely done! Enthuse is now connected to your Beacon account!


Features

Beacon's integration will import a variety of records from your donations and fundraising activity in Enthuse. Specifically:

  1. People - Donors and fundraisers

  2. Fundraising pages - Personal pages and team pages

  3. Payments - Direct donations and peer-to-peer fundraising

  4. Subscriptions - Information about any recurring donations

Donations

When someone makes a donation in Enthuse, Beacon will automatically add the donation as a payment in Beacon. This will include details like the amount and payment date, and you will see in the payment's timeline that it was created by the Enthuse app. Beacon will also import subscriptions if a regular donation has been set up via Enthuse.

There are some useful fields that are set when donations are imported:

Payer

If the donor allowed Enthuse to pass their data to your organisation, then the donor will automatically be added as a person in Beacon,

If the donor requested to remain anonymous then the payer field on the payment will be blank.

If the donor already exists in Beacon (we'll check this based on the their email) then we'll update their existing person record. This works the same for the fundraiser, below.

Fundraiser

Beacon will import the fundraiser responsible for each donation, setting them in the 'Fundraiser' field on the Payment. Helpfully, this allows you to quickly see how much a person has fundraised for you when viewing their person record:

Fees

As standard, Beacon will set the fees charged by Enthuse in both the Gateway fees and the Total fees fields.

If your Enthuse fee model is for donors to cover fees then donors are shown the following message when donating:

If the donor ticks this box, then we will add the extra amount onto the donation in the 'Amount' field, and we'll set this amount as the 'Covered fees' field.

If you use the Tipping model, tips left by donors will not be shown in Beacon.

Fundraising pages

When a supporter creates a new fundraising page for you in Enthuse, Beacon will automatically create a new fundraising page record. You can also configure the app to only create fundraising pages once the first donation has been received.

Both individual and team pages are imported into Beacon. Any donations to an individual page will also be linked to the relevant team page if there is one.


Payouts

Enthuse don't currently make any payout information available via their API, so Beacon is unable to create Payout records or link your Payments to them (we recommend requesting this feature from Enthuse!). However, it's quite straightforward and quick to group these yourself to aid your reconciliation processes.

Note: This process involves using the Payouts record type, which is enabled for those with the Finance element.

Filters

Enthuse use two different payout schedules, so the filters to find the appropriate payments will be different depending on how often you get payouts.

Monthly payouts

Enthuse pay monthly payouts between the 16th and 20th of the month AFTER the donations were given. For example, any donations in April will be paid out mid-May.

If you've received a monthly payout, your filter on the Payments list would be:

  • Source is Enthuse

  • Payment date is Last month

Weekly payouts

Enthuse pay weekly payouts for donations made the week before last. For example, a payout received on Monday the 15th would be for donations made between Monday 1st and Sunday 7th.

If you've received a weekly payout, your filter on the Payments list would be:

  • Source is Enthuse

  • Payment date is between {Monday the week before last} - {Sunday the week before last}

Process

Enthuse's payouts are predictable based on the dates of the payment and payout, and so once you've received a payout from Enthuse you can:

  1. Filter Payments by the date range of your payout (see above for the filters to set)

  2. Select the records

  3. Bulk update them, choosing to update the 'Payout' field

  4. Call the payout 'Payout from Enthuse' and click 'Create payout'

  5. Set relevant data on the new Payout. We recommend:

    • Source = 'Enthuse'

    • Banked date = The date that this payout arrived in your bank account

    • Reference = 'ENTHUSE-{date}'
      For example, if you received a payout on the 1st of January 2024, the reference would be: ENTHUSE-01-01-2024

  6. Click 'Create', then 'Update'

Tip: Enthuse's actual bank reference will usually just be 'ENTHUSE', so adding the date will help you to match donations to a specific payout


Frequently asked questions

Does Beacon import our previous Enthuse data, or just donations that happen in the future?

Our Enthuse app is forward-looking. It only imports donations that are made after the Enthuse app is installed, and only imports fundraisers and fundraising pages that are created after the Enthuse app is installed.

You can use our pre-built Enthuse import templates to import your existing data.

Is there a delay in data being imported into Beacon?

When a new payment or fundraising page is created, you can expect to see it in Beacon within 5 minutes.

Why are the IDs in Beacon different to the IDs in Enthuse?

The publicly available IDs in your Enthuse account are not guaranteed to be unique, which means that Beacon can't use them for our app integration. We use a different, non-public, globally unique ID, that Enthuse make available via their API to ensure that our integration works correctly.

If you'd like Enthuse to make this ID available to you for reconciliation or cross-referencing, we'd recommend reaching out to Enthuse to let them know! You can contact them via the message button in the bottom right of their website or emailing [email protected].

Why has the app created duplicate subscriptions in Beacon?

Because of the ID differences mentioned above, if you've previously imported active subscriptions from Enthuse then any new payments for those subscriptions will initially create a second, duplicate Subscription record in Beacon.

To ensure you don't have duplicates moving forwards, you'll want to merge any duplicate subscriptions choosing the newer app-set value for the 'External ID' field (usually a shorter 5 or 6 digit number).

Once that subscription has been merged, future payments will correctly be linked to it instead of creating a duplicate subscription.

Why hasn't a subscription been created for a new recurring donation?

Enthuse sometimes doesn't pass a subscription's 'Schedule ID' information through to Beacon until the second payment of that subscription, so will initially look like a one-off payment.

If you'd like this feature, we'd recommend reaching out to Enthuse to let them know! You can contact them via the message button in the bottom right of their website or emailing [email protected].

How is Gift Aid handled?

We assume that any donations marked as Gift Aid eligible in Enthuse have their Gift Aid claimed by Enthuse. These payments will be imported into Beacon with the 'Gift Aid claimed' field checked.

Payments will be imported in this way even if you ask Enthuse not to actually claim the Gift Aid, as the data coming from Enthuse doesn't distinguish this.

Gift Aid Declaration information isn't passed from Enthuse to Beacon, so you would need to collect a Gift Aid declaration separately in order to claim Gift Aid on Enthuse donations through Beacon.

How are fees calculated?

Enthuse calculates fees in different ways depending on your Enthuse plan. Beacon stores the total of these fees on the payment record.

Do you import event and ticket data?

No. Most of our customers use Beacon's Events and ticketing element, so we haven't built an integration with that part of Enthuse.

Do you import marketing consent?

Not yet. At the time we build our integration Enthuse din't make marketing consent information available via their API, so we were unable to import that data.

We'll be adding this feature shortly - if you'd like to be notified when it's released just let our support team know via the chat button!

Do you import payout information?

No. Enthuse doesn't make payout information available via their API, so we are unable to import that data. We do have guidance around how to create and link payouts in our guide here.

If you'd like this feature, we'd recommend reaching out to Enthuse to let them know! You can contact them via the message button in the bottom right of their website or emailing [email protected].

Did this answer your question?