Question: How do we connect ConnectNow Giving (CNG) to our ConnectNow Family Suite (Family Suite) Offerings so donations made in CNG automatically go into our family's giving history's?
Answer: To set up Integration you will need to follow 4 steps:
- In Family Suite go to Administration > Module Settings > Offering - ConnectNow Giving, and enable both CNG giving options > Save Settings.
- Enable in CNG go to Organization>ChMS Integration and enter in the URL the parish follows to access the Family Suite. The church does not need to include anything after the customer region name designation on the URL so that will have to be removed (i.e. https://connectnow.parishsoft.com/CustomerRegionName or alternatively: https://connectnow.logoscms.com/cn). Once that has been added the church needs to add its Org ID.
- Then the church can map its funds.
- In CNG > Donors > (next to a donor's name and to the right) Action > Edit Profile > Assign the donor their integration key in the Envelope Number field > Save.
Donor integration happens automatically whenever a donor's gift is made. The automatic integration key works like this:
- Look in the donor's envelope slot to see if the donor's Family Suite family DUID [EX: John and Jane Smith (11223)] is in the CNG Envelope field (like so: F_11223) or to see if a member DUID [EX: John Smith Member DUID: 22449] is in the CNG Envelope field (like so: M_22449). If either is the case it will connect to that family or member.
- If the #1 is not true it will look a family with the same email address as is listed in their CN Giving account and put the donation in that family.
- If the above are not true, it will look for a member with the same email address as is listed in their CN Giving account and put the donation in that member record.
- If the above are not true it will go through the same process as #2 and #3 looking for the CN Giver's Phone number in the Family Suite.
- If none of the above are true, it will create a new family record, mark it as Unregistered and Family Group: Associated Family, and will put the contribution in that family record.
Labels and Keywords: ConnectNow, Giving, Family Suite, Integration, Offering, Donations, Automatic