Manage transactions in Fundraising and engagement

Copper Contributor

Hi Community!

I am looking for guidance on how to manage transactions. The set up info in MS Learn is limited, appreciate all further info. 

4 Replies
Hi Thomas - can you please elaborate on what you are trying to do with transactions?
Hi there - once we have additional context, I'm also happy to help!
Hello! I just want to know if there is a lot of work to set up and manage the matching of each payment with a uniqe reference ID between ERP and Fundraising and engagement.
And is it recommended to use The Common Data Service Data Integrator?