Donor Mapping

Donor mapping gives you the ability to map Tithe.ly donors to people in Shelby.

This is useful when the integration is unable to find the matching donor in Shelby because of a difference in the name or other key information that prevents an exact match.

Rather than dealing with duplicate records being created on a regular basis, you can manually map that Tithe.ly donor to the correct Shelby person by specifying the Shelby ID value for that record.

To configure Donor mapping, follow these steps.

  1. Follow the steps to get to the location settings.

  2. Click the desired location's Connect Donors button.

Search for the Tithe.ly Donor by any combination of first name, last name, or email address

For each record, you wish to map, enter in the Shelby person id and then click 'Update Donor Mappings' to save any changes

Fund Mapping

Fund mapping gives you the ability to map your Tithe.ly giving type with your Shelby funds.

For instance, you may have a Tithe.ly giving type named General Fund and want all transactions for that fund to be added to the Income: Tithes fund in Shelby.

To configure fund mapping, follow these steps.

  1. Follow the steps to get to the location settings.

  2. Click the desired location's Connect Funds button

By default, only active Tithe.ly funds are shown. Click the show all funds link to include inactive funds.

If you make updates to either your Tithe.ly giving types or Shelby funds, we'll pull those in automatically each night when we look for records. However, if you want to force the system to update immediately, click the Refresh fund names and accounts link. It may take a couple of minutes to pull all values. Refreshing the page should then show any renames or additions you have made.

By default, when you set up a campus, you select a Default Shelby Fund. This will be used when no fund map exists.

If a new account is selected for an existing fund, previous records will not be changed and only future synchronization of deposits will reflect the change.


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