Linking Giving to People enables the software to automatically sync or add online donations made in Giving to People. This is useful because it eliminates the need to manually enter online donations into People. Follow the steps below to set up this connection.
Before You Begin
Here is a quick summary of what this process involves:
- Open People and Giving in separate browser tabs.
- Copy your integration credentials from People > Settings > Services > Integration Credentials.
- Paste them into the Giving > Gear Icon > Integration page and click Authenticate.
- Complete Fund Mapping next — this is required for donations to route correctly.
Steps
- Open People and Giving in two separate browser tabs.
- In People, click the Gear icon and go to Settings > Services. Locate the Integration Credentials section.
- In Giving, click the Gear icon and select the Integration tab. (You may need to scroll down to find it.)
- From the Available Integrations dropdown, select People.
- In People, copy the Church Domain, Username, and Password, then paste each into the corresponding field in Giving. Then click Authenticate.
Next Step
Map your Giving Funds to your People Funds — this step is required before donations will route correctly between the two systems.
Frequently Asked Questions
Authentication succeeded, but donations are not flowing. What do I do?
Authentication alone does not sync donations. You must also complete Fund Mapping to connect your Giving Funds to your People Funds. See the next article linked above.
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