Manually matching BBIS recurring gifts leads to loss of direct debit account details in CRM

If you manually match a BBIS recurring gift paid by direct debit to an existing constituent when the transaction is downloaded in CRM, you lose the direct debit account details.
If you match the transaction to an existing constituent by validating the batch and going through the potential match screen, the account details are retained. 
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

1.     Submit a recurring gift through the recurring gift form.
2.     Download the transaction in CRM.
3.     Edit the batch. The DDI source is defaulted to Online, and the Account field is populated with the account submitted through the donation form.
4.     Enter a date in the DDI source date field.
5.     Search for and select an existing constituent. The DDI source and DDI source date fields are cleared and greyed out. The Account field is greyed out.
6.     Save and commit the batch. An exception batch is generated.
7.     The exception message is "Please enter an Account for direct debit recurring gifts." The account details submitted through the donation from are lost.


 Blackbaud CRM

Was this article helpful?