Peach Gateway Integration Overview

The Peach Gateway is integrated with our platform and currently supports payments in USD, ILS, GBP, EUR, and CAD. It also supports one-time and recurring payments.

Peach Account & Project Setup

Before using Peach with a CauseMatch campaign, you must ensure your Peach project is appropriately set up. Follow these steps:

1. Create or Select a Peach Project

You can use an existing Peach project that meets the requirements or create a new one.

2. Ensure Required Payment Methods Are Configured

Credit Card

If the campaign supports credit card payments, enable this payment method.

Bit Payment

If the campaign supports Bit payments, enable this method.

Recurring Payments

If the campaign allows recurring payments, ensure this option is configured.

3. Enable All Campaign Languages

Ensure that all languages used on the campaign page are enabled in your Peach project. This will ensure that the Peach payment page matches the campaign page language. If a language on the campaign page is unavailable in Peach, the payment page will default to English.

4. Enable All Campaign Currencies

All currencies used in the campaign must be enabled in your Peach project.

5. Set Up Custom Fields

For smooth data collection, create custom fields under the form_submission category to match the campaign's default checkout fields (e.g., address fields). Ensure these custom fields are also set up under the contact category and linked to the corresponding form_submission fields. This ensures that Peach receives the contact details for your campaign.

Creating and Configuring a Peach Project

Follow these steps to create and configure a Peach project for a CauseMatch campaign:

1. Log in to Peach Dashboard
2. Set Up Project: Follow the setup instructions when creating a new project. Ensure the required settings and custom fields are configured for an existing project.

Configuring Payment Methods

To configure the payment methods for your Peach project:

1. Go to the Peach Dashboard

2. Navigate to Settings > Payment Options

3. Here, you can set up and configure the payment methods needed for your CauseMatch campaign.

   • Credit Card: Make sure it is enabled.
   • Recurring Payments: Ensure it is configured.
   • Bit Payments: Enable this payment option if applicable.
     
     

Note: If you need help setting up payment methods, you can reach Peach support at:

• Email: support@peach-in.com
• Submit a Ticket: Navigate to "Settings” > "Support” in the Peach dashboard.

Creating a Project

1. Navigate to the Peach Dashboard:

From the home screen, go to Main > Control Center. Here, you can create new projects.

2. Select Project Type:

Choose the project type as "Donation Project".

3. Configure Payment Methods, Currencies, and Languages:

Select the relevant payment methods, currencies, and languages. Make sure these are in sync with the settings of the CauseMatch campaign.

4. Add Donations to a Contact Group:

You can choose to add donations to a contact group on Peach. You can either create a new contact group or select an existing one.

Saving Changes in a Project

1. Save Changes:

Whenever you change the project settings, ensure you click on "Save details" at the top menu bar.

2. Check Recurring Settings:

The recurring payment setting, "Max recurring months/split payments", in your Peach project should be in sync with the recurring max months set in your CauseMatch campaign.
To find this setting, open the Peach project, click the “Payment Methods" tab, and scroll down.

Creating Required Custom Field - cmid

This is an important field required to track donations between the Peach and CauseMatch platforms. Without it, donations will not be added to the CauseMatch campaign.

1. Create the Custom Field:

In your Peach project, you must create a custom field with the internal/field name as "cmid” (case-sensitive and in small letters). This field must be added to the project form as a hidden field.

2. Steps to Add the Custom Field:

• Open your project, go to the "Custom Fields" tab, and click the “Add Field" button. This will open a pop-up menu to configure the field.
  
  
• If you had previously created the "cmid" field, you can search for it here and add it to the form. Otherwise, click on "Create property".
  
  

3. Configure the Field:

• The Field type should be "Single line text".
• The Internal name must be exactly "cmid” (without quotes).
• The Label and Description can be anything you choose.
• Once done, click on the "Create property" button to proceed.
  
  

4. Make the Field Hidden:

On the next screen, turn on the "Hidden” option. Then click on the "Add to form" button.

You will now see the "cmid” field appear in the form preview.

Creating Custom Fields for Collecting Address Information from the CauseMatch Checkout Page

Not all address and donor information fields used on the CauseMatch checkout page are available by default in a Peach project. Therefore, the missing fields must be added to the Peach project with the correct internal/field names. These internal names must match precisely to ensure proper data transfer to Peach.

Default Fields

• First Name, Last Name, Email, and Phone fields are available by default when you create a new project on Peach. If these fields are not shown in the form preview under the Custom Fields tab in your project, we recommend adding them.

The expected internal name/field name for these fields are:

• donorFirstName
• donorLastName
• donorPhoneNumber

Address Fields

• Zip Code and City are also available as default fields in Peach and should be searched for and added similarly.

The expected internal name/field name for these fields are:

• zipCode
• city

Additional Address Fields

The following address fields on the CauseMatch checkout page need to be created manually in your Peach project:

• address1 (Address Line 1)
• address2 (Address Line 2)
• state
• country

If these fields are not added to the project, the corresponding data will not be on Peach for donations or contacts.

Additional Considerations

Required Fields:

If any custom field is marked as required in your Peach project, ensure the corresponding field is also marked as necessary on the CauseMatch checkout page.

Saving Data to Contact:

You can save these fields to the contact created on Peach for each donation. Enable the "Save data to contact field" option when creating or editing the fields. Select an existing contact property or create a new one to associate the field data. You can also manage how existing contact property values are handled by selecting one of the different overwriting options under the "Manage existing values" option next to it.

Peach Account Details & Webhook

To set up the Peach gateway on CauseMatch, you will need the following information:

• Peach Account ID
• Peach Project ID
• Payment Page/iframe URL ID

Additionally, you must update the Peach account webhook to send data to a CauseMatch endpoint/URL.

Peach Account ID

To find the Peach Account ID, navigate to Main Settings → General Settings → Account ID in your Peach dashboard. Copy this value and paste it into the corresponding “Account ID” field in the CauseMatch dashboard under the gateway configuration.

Peach Project ID

To find the Peach Project ID, open the Peach project you wish to use with CauseMatch. Go to the “Additional Settings” tab where you will find the “Project ID”. Copy this value and paste it into the corresponding “Project ID” field in the CauseMatch dashboard under the gateway configuration.

Peach Project URL ID

The Project URL ID can be found on the same page as the Project ID. Scroll down to the “URL on Peach website” field. This is your Project’s URL ID. Copy this value and paste it into the corresponding “URL ID” field in the CauseMatch dashboard under the gateway configuration.

Configuring Payment Methods and Currencies

After entering the Peach Account ID, Project ID, and Project URL ID, you can proceed to seleyour currencies and payment methods. In the CauseMatch campaign checkout settings, you can select the newly created Peach gateway for supported currencies.

Email Requirement

Email is a required field in the Peach checkout. This cannot be disabled.

Configuring Webhook on Peach Account

This is a crucial step to ensure proper donation processing.

1. From the Peach dashboard home page, go to Settings → Developer Tools menu.
2. Enter the following CauseMatch URL under the “Webhook” field:
   https://causematch.com/api/donation/confirm/peach
   
   
3. Save the webhook configuration.
   This ensures the proper processing of donations.