That’s right, no more double entry, .csv exporting and importing, or managing two separate systems. Happy days for all.
Before setting up your integration with Tithe.ly Giving, you’ll need to add a “Chart of Account” that corresponds to each giving type. Financial > Chart of Accounts > Add Account”. Once you have established a chart for each Tithe.ly giving type, go ahead and follow the steps below!
Here’s how it works:
A gift/donation is made to your church via the Tithe.ly mobile app, text-to-give, or online giving from your church’s website. That gift/donation is processed in the Tithe.ly giving platform and automatically sent over to your ChMS account.
Financial > Transactions is where you’ll find those transactions once sent from Tithe.ly Giving. Gifts coming in from Tithe.ly will show the name of the individual who made the gift, amount, how it was paid, the date it was given on and what batch it’s a part of.
Important Note: It’s important to point out that if a person (eg. an existing member) is already in ChMS the sync will match up the person based on their name and email. If the person does not already exist in ChMS the sync will create that person for you automatically and tie the gift to their record.
Connecting ChMS and Giving is Simple.
1)Log in to your ChMS account, hover over your name in the top right corner and click on Settings. Once there, scroll all the way to the bottom and click on the “Integrations” button located on the left side of the page.
2)Once you're in the integrations tab click on the green "Add' button on the right side of the page. Then, choose Tithe.ly and add it as an integration!
3) Now that the integration has been added, go back to Settings and into API. Click the 'Show' button to reveal your secret API Key.
4) Next head over to the the Tithe.ly ChMS sync section, select “Elvanto” from the drop down, enter your API Key, and click save. Voila, you’re done.
We hope this systems integration helps your church be more efficient and effective! And by all means, please send us your questions, feedback, and of course any encouraging comments you feel inclined to share :)
*We recommend that you audit integrations on a bi-weekly basis to ensure that everything is working accordingly and no donations are incorrectly syncing
*Once you do integrate your giving and CHMS platforms, please ensure that the Chart of Accounts in CHMS match what is listed in your Giving Types! If you see any errors or missing integration ID's please connect with your CSM or email@example.com directly
Note: If you need to add or change a giving type in Tithe.ly this MUST be done in ChMS first. You go to the chart of accounts in ChMS, update or add the giving type, and then head to the Integrations tab in Tithe.ly and click the "update" button. This will automatically sync the giving types. If you edit giving type in Tithe.ly without following the above process the gifts will not match.