How to match donors in Giving to Family Suite records
You can match donors to their family suite profiles for ChMS Integration using the following two methods:
Matching the records using the Unmatched ChMS Donors Report
Matching the records through the donor's ChMS profile
Matching the ChMS Donor Profile to the PSFS donor record using ChMS Sync Report:
- Select the Gear - ChMS Integration
- Choose Sync Report - Filters - Error Type - Donor
- Each person in the list will have an Action menu to the right. Choose Action → Match Donor.
- A list of possible matches will show on the window that comes up. If the list is incorrect, you can search for the family by entering the name, email, or envelope number and click Search Again. If Giving finds a match, you will see a potential match listed.
- If you enter the information correctly, the family record will come up. Remember that you can match to a family or a member, and be careful to make sure you're matching the right one. Click the radio button next to the name and click Match.
The matched Profile will now show under the Donor's ChMS Profiles tab in their Donor Profile in the Giving system.
Matching the donor's ChMS Profiles to their record in ParishSOFT Family Suite
- Go to the Donors Section of ParishSOFT Giving.
- Select a Donor and go to the Action menu to the right of their name on the Donor List.
Select the option for View Donor Details.
- In the Donor Profile, go to the tab labeled ChMS Profiles.
- Once on the ChMS Profiles tab, click Match Profiles on the right.
- A list of possible matches will show on the window that comes up. If the list is incorrect, you can search for the family by entering the name, email, or envelope number and click Search Again. If Giving finds a match, you will see a potential match listed.
- If you enter the information correctly, the family record will come up. Remember that you can match to a family or a member, and be careful to make sure you're matching the right one. Click the radio button next to the name and click Match. The matched Profile will now show under the Donor's ChMS Profiles tab in their Donor Profile in the Giving system.