Round-up programs are highly configurable. This guide explains the difference between rounding rules and rounding settings, how they work together, and best practices for configuring them in the Olive Customer Portal.
Rounding Rules vs. Rounding Settings
| Term | What It Does | Where It’s Set | Key Impact |
|---|---|---|---|
| Rounding Rules | Define how a round-up amount is calculated (e.g. round to nearest dollar, fixed amount) | Program level | Affects individual transaction round-up amounts |
| Rounding Settings | Define the monthly minimum and maximum a member will be charged | Client or member level | Affects monthly roundup charges |
Rounding Rules affect transaction-level calculations.
Rounding Settings control how much a member is actually charged each month, based on their total round-ups.
How to Configure Rounding Rules
Set within a rounding program, Rounding Rules determine the logic used to calculate round-ups (e.g., round up to the next $1, or add $0.50 per transaction).
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Rules are evaluated in order of priority (editable in the portal UI).
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The first matching rule is applied; multiple rules cannot be combined.
In the Customer Portal, navigate to Rounding in the left navigation menu and then click Add Rounding Rule.
API endpoint: Create Round Up Rule
How to Configure Rounding Settings
Rounding Settings define the monthly charge boundaries for round-ups.
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Minimum: If total round-ups are less than the min, the member is still charged the minimum amount.
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Maximum: If total round-ups exceed the max, the member is only charged the max.
These can be set at the client level (as a default for all members) or customized at the member level (optional).
In the Customer Portal, navigate to Client Settings > Rounding to set a min/max on the client level. Or, locate a specific member in the Members section to see or update that member's rounding settings.
API endpoints: Update Client or Update Member
Recommended Setup
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Create one default Rounding Rule per program
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Configure a client-level minimum (e.g., $10/month)
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Allow members to set their own min/max, if desired
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Avoid creating Rounding Rules per member — this is not recommended
Things to Note
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Rule Priority Matters: First matching rule in the list is the one that applies.
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Rounding Rule Maximums: If a transaction exceeds a Rounding Rule’s max purchase amount (e.g. $100), no rule is triggered and round-up is $0.
- Rounding to Multiple Destinations: If your program allows members to select different destinations to send their roundups to, this must be handled by your application. The Olive platform does not segment roundups or support multiple destinations.
If your program is a white-labeled solution that different organizations will use to raise funds, you may want to set up multiple clients in the Olive platform. Reach out to your account manager for more details on how to proceed with this.