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Creating a custom report in CyberSource to receive recurring payment records


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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