PSG Reports - Unmatched Donors Report: How to get a list of unmatched donors and then how to link the unmatched donors to their PSFS record

How to get a list of unmatched donors and then how to link the unmatched donors to their PSFS record

We call ParishSOFT Giving donor records that are missing the link to their record in Family Suite "unmatched donors."

To see a full list of all unmatched donors, simply click this Unmatched Donor Report link or paste the following link into your browser window:  (Right-click and select Copy link address. Then, click in your browser URL bar and type Ctrl-v)

https://giving.parishsoft.com/cp/Reports/Other/MissingNsDonor

 

ParishSOFT Giving donor records must be linked with ParishSOFT Family Suite records for contributions to sync from ParishSOFT Giving to ParishSOFT Family Suite using the ChMS Integration feature. Once you've generated the report, you can link these donor records by taking these steps: 

  1. Click on the Action button to the right of a Donor's name and choose ParishSOFT Match Donor.
    unmatched_donors.png
  2. Once the Link Unmatched Donor Profile window comes up, search for the related Family Suite Family or Member record. Some of the following information may be helpful in your search: First Name, Last Name, Email, Envelope #
    • When you see the correct Family Suite record, click on the radio button to the left of the record, and then click Match.  Your donor is now matched to their appropriate family or member record in the Family Suite.  Click Close to exit out of the Profile Match window.
      link_unmatched_donor.png

 

 

 

 

 

 

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