When you link your People Software with our Giving Software, the system will attempt to automatically match gifts with the correct donor. This eliminates the need for you to manually reconcile gifts or do any file-based export/imports.
Report Location
We recommend reviewing the Integration Sync Report once per month to resolve any errors, or even once per week if you have a large online giving base.
To find the error report, navigate to the top-right of the Giving software and click General Settings > Integrations (tile).
Review the errors listed in the “Messages” column to the far right of the report. You may have to scroll to the right to see the entire message. Be certain to check whether a missing transaction was manually entered in your People Software to account for it not syncing automatically. If a manual correction was entered in your People Software, on the Sync Errors page, click the tri-dot menu on the right and select Do Not Sync (previously called Mark As Good) to clear the transaction from the list. Using this Action will not send the record over to your People Software again.
Review the FAQs below to learn more about common errors.
If the transaction was not found in your People Software, you’ll want to select Action > Try Again. The transaction should appear in your People Software in 15 minutes or less.
Common Errors
The most common error is an Ambiguous Person Search. This happens when the matching process has found more than one person who meets the search criteria. (This is usually caused when a donor email address is used by more than one person in the database).
To correct this error, click the tri-dot Action button at the far right and choose 'Match Donor.' A suggested name(s) should show in the pop-up window based on information pulled from your People Software. If there is no name, try searching by just the email address or by the last name and first name. Complete the pairing process by clicking the Match button to link the donor in giving with the member in the database. Then choose the Try Again action. This should properly direct donations to your People Software.
The donation should disappear from the screen. Within 15 minutes, this donation should now appear on the donor's Giving History in your People Software. All future Giving donations will be linked to this same person.
FAQs
• To fix 'The giving fund is not mapped to a ChMS fund' Error
Go to General Settings > Integrations. This error means you do not have any fund mappings established for this fund or a Default fund set (We don't recommend setting a default fund as a general guideline).
- The recommended method is to set up clear fund mapping between Giving and your People Software. Find out more HERE. Then click 'Try Again' under the Action button for each contribution once the mapping is set up to direct the funds into the correct categories.
NOTE: Setting a Default fund will send ANY unmapped fund donation in Online Giving to that fund in your People Software. Usually, it is best to NOT set a default fund and review the sync error report so money lands in the correct fund the first time.
• To fix 'Error saving donation – Bad Request'
Try again on these errors after making sure the fund mapping is correct. Optionally a default fund can be set, but see the above note to understand why a default fund may not be recommended.
• To fix 'First Name and Last Name must be valid'
Go to 'Donors' and find the person whose last name (or first name) is not entered into the appropriate Name field. Then use the tri-dot Action button on the right to Edit Profile. From here you can update the name fields. Then use the tri-dot Action button again to try sending the donation over to your People Software.
• Other Comparison Options
If you don’t automatically sync with your People Software product, you’ll need to compare records manually and make updates as appropriate. We suggest:
- Leave the ChMS Sync Errors report open on the screen
- Select the text and copy/paste into an Excel workbook
- Taking a screenshot for comparison
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