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Creating a custom report in CyberSource to receive recurring payment records

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If you are using the Donations app to accept recurring donations using CyberSource as your payment gateway, you can have subsequent monthly transactions automatically recorded in Soapbox under the Donations > Transactions view. If you have Salesforce integration enabled, this will also create a record in Salesforce for each subsequent transaction.

In order to enable this functionality, you'll need to create a custom daily report within CyberSource that Soapbox will access to consume data and create subsequent recurring payment records as needed.

To create the report:

  1. Login to CyberSource
  2. In the navigation to the left of the Dashboard view, go to Reports > Downloadable Reports > Report Subscription Management
  3. Click the Custom Report Subscription tab
  4. Click the Create Subscription button
  5. On the Create Subscription view, enter the following:
    1. Name: Subscription Detail Report
    2. Report Type: Subscription Detail Report
    3. File Format: CSV
    4. Frequency: Recurring report subscription
    5. Subscription frequency: Daily
    6. Subscription start time: 12:00 AM
    7. Subscription Time Zone: GMT
  6. Click the Create button
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