PSG - Reports: How to match donors in Giving to Family Suite records 

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:

A. The Unmatched ChMS Donors Report:

  1. Select Reports → Canned Reports.
    2020-03-13_16-39-12.jpg
  2. Choose Unmatched ChMS Donors.
    2020-03-13_16-40-38.jpg
  3. Each person in the list will have an Action menu to the right. Choose Action → ConnectNow Match Donor.
    2020-03-13_16-43-49.jpg
  4. 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.
    2020-03-16_16-06-18.jpg
  5. 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
    2020-03-16_16-06-18.jpg
    The matched Profile will now show under the Donor's ChMS Profiles tab in their Donor Profile in the Giving system.
    2020-03-16_16-47-59.jpg


B.  From a Donor's Profile under the ChMS Profiles tab.

  1. Go to the Donors Section of ParishSOFT Giving.
    2020-03-17_13-47-36.jpg
  2. Select a Donor and go to the Action menu to the right of their name on the Donor List.
    2020-03-17_13-46-31.jpg
    Select the option for View Donor Details.
    2020-03-17_13-52-50.jpg
  3. In the Donor Profile, go to the tab labeled ChMS Profiles.
    2020-03-16_16-47-59.jpg
  4. Once on the ChMS Profiles tab, click on the Match Profiles option on the right.
    2020-03-16_16-47-59.jpg
  5. 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.
    2020-03-16_16-06-18.jpg
  6. 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
    2020-03-16_16-06-18.jpgThe matched Profile will now show under the Donor's ChMS Profiles tab in their Donor Profile in the Giving system.
    2020-03-16_16-47-59.jpg

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.