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Exporting YourMembership Custom Data from AffiniPay

Learn how to export YourMembership custom data—including invoice numbers and member names—from AffiniPay by using the "Show Payment Page Fields" option in your transaction reports.

YourMembership (YM) sends specific custom data to AffiniPay that appears on transaction receipts. This data includes:

  • YM Invoice Number

  • Member Name

  • Organization

  • Module Name

Step-by-Step Export Instructions

  1. Navigate to Reports: In the left navigation menu of your AffiniPay dashboard, click Reports.

    Screen_Shot_2019-09-04_at_8.58.13_AM.png

  2. Select Report Type: Choose either Transactions Report or Daily Deposits, depending on your needs.

  3. Filter Results: Select your desired Time Frame.

    • Optional: To see only successful transactions, set the Status drop-down to Completed.

  4. Run the Report: Click the Run button.

  5. Reveal Custom Fields: Click the Show Payment Page Fields button (located at the top right). This will display the additional columns containing your YM custom data.

  6. Export: Select your preferred format: Excel, CSV, or QuickBooks Online.

    Screen_Shot_2019-09-04_at_9.09.37_AM.png

Note: If you do not see the custom data columns, ensure you have clicked "Show Payment Page Fields" after running the report.

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