How To Integrate Online Giving With Your Database (ChMS)

Online Giving Integration

Never manually enter online giving donations into the database (ChMS) again! Follow these easy steps below.

 

Step 1

Log into your giving administration panel.

 

Step 2

At the top right of the screen, navigate to General Settings  → ChMS Integration. 

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Step 3 

After completing step 2, navigate to the dropdown menu found under "Available Integrations." This is where you will choose your ChMS software to integrate with. Click to select your ChMS and continue in the process. 

Note: If you do not see your ChMS software listed in the dropdown menu, please contact our support team to help you complete the process.

 

 

 

Step 4

Enter your church Code/Sub-domain and click "Authenticate."

Note: Your church code/sub-domain is the first part of your church's ChMS (database) URL and is used to identify your church.
As an example, if your ChMS domain is https://mychurch.examplechms.com, then your subdomain is 'mychurch'.

 

Step 5

Map Your funds. Make sure to match Giving Funds to ChMS Funds.

It is also recommended to not set any funds as a 'Default' fund. This allows for resolving the Sync Error before pushing the donation to the database.

If a database fund is not listed, make sure to add it to the database first. Then click the button to refresh the fund list.

 

Step 6

Click the button to activate the database integration. (the 'Donor Envelope' option can be left on the default option "No")

 

Matching Logic Details

When a donor completes a transaction online, the matching logic follows this process:

  • If the donor is already mapped (matched) to an individual in Your ChMS, then we create a contribution record within Your ChMS for that person.

  • If the donor isn't mapped (matched) to an individual in Your ChMS, then we search Your ChMS for the person, based on the E-mail address and Name.

    • If a match is found, then we create a contribution record and link (map) the two records together, so all future donations are attributed to the matched individual.

    • If a match isn’t found, then we create a new person and corresponding a contribution record (provided 'New Person Mapping' is enabled in your Giving Software).

    • We then update the donor record in Giving with the Your ChMS user ID so all future donations are attributed to the matched individual.

Note: there can be instances when a donation is not added to Your ChMS. This is called a

ChMS Sync Error

 

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