Context

When pulling monthly reports from HubSpot for GoFundMe Pro integrations, you may notice duplicate entries for customers with recurring donation plans. These duplicates typically appear as two separate records: one labeled "Classy Transaction xxx" and another labeled "Recurring Donation xxx" for the same donation amount. This creates tracking issues as it appears to double-count donations in your reports.

Answer

To resolve duplicate transaction reporting for recurring donations, you can filter out the recurring donation records from your HubSpot reports.

Steps to exclude recurring donations from reports:

1. Open your HubSpot report or view

2. Add a filter to the report

3. Use the field "Recurring Donation Plan ID" to exclude recurring donation records

4. Apply the filter to remove these duplicate entries from your view

This will ensure that only the primary transaction records appear in your reports, eliminating the duplicate counting issue.