If you have a Sharefaith Giving account as well as a Sharefaith Connect account, you can integrate the two of them by following these steps here.
Log into your giving administration panel.
At the top right of the screen, navigate to General Settings → ChMS Integration.
After completing step 2, navigate to the dropdown menu found under "Available Integrations." This is where you will choose your ChMS software to inegrate with. Click to selct your ChMS and continue in the process.
Note: If you do not see your ChMS software listed in the dropdown menu, please contact our support team to help you complete the process.
Enter your church Code/Sub-domain and click "Authenticate."
Note: Your church code/sub-domain is the first part of your church's ChMS (database) url and is used to identify your church.
As an example, if your ChMS domain is https://mychurch.examplechms.com, then your code is 'mychurch'.
Map Your funds. Make sure to match Giving Funds to ChMS Funds.
It is also recommended to not set any funds as a 'Default' fund. This allows for resolving the Sync Error before pushing the donation to the database.
If a database fund is not listed, make sure to add it to the database first. Then click the button to refresh the fund list.
Click the button to activate the database integration. (the 'Donor Envelope' option can be left on the default)
Matching Logic Details
When a donor completes a transaction online, the matching logic follows this process:
If the donor already has the Your ChMS person ID on file, then we create a contribution receipt within Your ChMS for that person.
If the donor doesn’t have the Your ChMS person ID on file, then we search Your ChMS for the person, based on the e-mail address and name
If a match is found, then we create a contribution receipt for the matched person
If a match isn’t found, then we create a new person and then create a contribution receipt based on the 'New Person Mapping' tool being Enabled
We then update the donor record in the giving system to have the Your ChMS person ID so we won’t have to look for a match for this same donor in the future