When a donation is made to your church through a Tithe.ly giving service, the donation processed in Tithe.ly Giving will have donation details automatically sent over to your Tithe.ly ChMS account. 🎉

With the integration between Tithe.ly Giving and Tithe.ly ChMS, all of your donors and donations will be recorded in one place. Having all of your giving information in your ChMS account will allow you to generate comprehensive giving reports and giving statements for your donors.

What information is brought over from Tithe.ly Giving into Tithe.ly ChMS with the integration?

The following data is brought over:

  • Donors Name
  • Donors Email Address
  • The Giving Type - The giving types are set up in the ChMS chart of accounts
  • Total Gift Amount - The full donation amount including the fee
  • Date of the Gift - The date of the gift will be either the date of the donation or the date the funds were deposited to the church bank account (also called the time of bank transfer)
  • The batch of donations it’s a part of in ChMS

How is the donation data listed above brought over to member profiles in ChMS?

A donor who is an existing member in ChMS

If the name and email address from the donation match a ChMS member profile, the integration will add the donation to the member profile.

A donor who is not a member in ChMS

If the name and email address do not match a member profile in ChMS then a new member profile will be created with the name and email address from the donation. The donation will be recorded under the new member profile.

How to set up the integration between Tithe.ly Giving and Tithe.ly ChMS

Part A: Within your Tithe.ly ChMS account

Step 1: Log in to your Tithe.ly ChMS account

Step 2: Create your Chart of Accounts in your ChMS account, these will be your giving types. You can set up your Chart of Accounts by following these steps.

These must be set up before you proceed with the integration.

Note: If you have multiple campuses and you would like for your campus to appear on ChMS giving statements you must add the campus name into the Chart of Accounts.

Step 3: In the ChMS dashboard, click ‘Settings’ at the top right corner.

Step 4: On the Settings page, scroll to the bottom. Click ‘Integrations’ under the Developers section.

Step 5: On the Integrations page, click the green ‘Add’ button on the right side of the page.

Step 6: Select ‘Tithe.ly Giving’ under the Online Giving section of the Add Integration popup.

Step 7: Copy the API key from the Add Tithe.ly Integration popup. We will use this later.

Part B: Within your Tithe.ly Giving account

Step 1: Log in to your Tithe.ly Giving dashboard

Step 2: Click Giving at the top left side of your dashboard

Step 3: Click Integrations under the Giving section on the left side of the page

Step 4: Under the ‘Select a 3rd Party Integration’ dropdown, select Elvanto.

Step 5: In the Elvanto Integration section paste in the API key that you copied from your Tithe.ly ChMS account (See step 7 of Part A. If you are coming back to this at a later time you can get your API key from your Tithe.ly ChMS account by going to Settings, then selecting Integrations under the Developers section. Click on Tithe.ly listed under the Integrations, a popup will appear with the API key.)

Step 6: Select your Batch Settings option. This will control when the integration will send information from your Giving account to ChMS.

  1. Option 1: Time of Transaction - The time the donor gave.
    Cash and cheque donations that are added into Tithe.ly Giving will be automatically sent over to Tithe.ly ChMS.

  2. Option 2: Time of bank transfer - The time funds were deposited into the church bank account.
    Cash and cheque donations will need to be added into Tithe.ly ChMS manually as they are not included in Tithe.ly giving deposits to your church bank account.

Step 7: Click the green Save button - this will finalize your integration.

How can I confirm the integration is set up correctly?

Step 1: Log in to your Tithe.ly Giving account

Step 2: Click on the ‘My Churches’ tab on the left side of the page.

Step 3: Click the‘ Edit Organization’ under the Organization Settings column of the My Churches page.

Step 4: Click ‘Giving Types’

Step 5: Look for Giving Types that were set up in your Tithe.ly ChMS Chart of Accounts, you should see an integration ID next to the Giving Type.

If you are missing integration ID’s or see any errors please contact support@tithe.ly

Maintenance

Adding New Giving Types

If you need to add, or edit a giving type this must be done in your Tithe.ly ChMS chart of accounts. Giving types added to or edited within Tithe.ly Giving will not automatically sync causing donations to not match. To add or edit a giving type in your Tithe.ly ChMS chart of accounts follow these steps.

We recommend that you audit integrations on a bi-weekly basis to ensure that donations and giving types are syncing correctly

To refresh the integration:

Step 1: Log in to your Tithe.ly Giving account

Step 2: Click Giving at the top left side of your dashboard

Step 3: Click Integrations under the Giving section on the left side of the page

Step 4: Click ‘Update’ at the bottom of the Elvanto Integration section.

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