Enable Integration on Givelify
Givelify offers an API integration service that automatically exports donations
made through Givelify directly to the Planning Center management system. This
integration eliminates the need to manually input donations from Givelify to
Planning Center. You can set up and manage your integration in the Analytics
Studio.
Follow these steps to enable the integration environment for Planning Center in
the Givelify Analytics Studio:
1. Visit analytics.givelify.com and sign into your organization's account.
2. Select Integrations from the left navigation menu.
3. Navigate to the Planning Center tile and select Enable.
4. Review the information that describes the integration process and then
select Proceed to Planning Center.
5. Enter your Planning Center credentials. This step might not be required if you
are already logged in.
6. Select Allow to integrate Planning Center with Givelify.
7. Givelify will start syncing donors and envelopes. It might take a few minutes.
8. The page must be refreshed manually to see the synchronization results.
The Home page shows the number of donors and envelopes in Givelify that are
Unmatched (and the total number that have been matched so far) to the profiles and funds on Planning Center.
For donors and their donations to be accurately reconciled with Planning Center,
the donors in Givelify need to be matched to their corresponding profiles on
Planning Center, and the envelopes in Givelify need to be matched to their
corresponding Funds on Planning Center.
Donor Matches
Givelify connects our data with Planning Center data for our algorithm to make as many successful donor matches as possible based on Names, Addresses, Phone Numbers, and Email Addresses. Any remaining unmatched donors will need to be matched before any of their donations can be imported.
Planning Center provides an automatically assigned number specific to each member used to identify donors in the Planning Center system. This number can be found in the URL on each member's profile in Planning Center.
To match donors to Member IDs, follow these steps:
1. On the Planning Center Integration page, select the Donors tab.
2. In the filter drop-down, choose Unmatched to display a list of donors that
were unable to be matched to assigned Planning Center IDs.
3. Select Match for each Donor Name and then use one of the following options
to match the donor to the Planning Center ID:
o On the Potential Matches page, select Confirm next to the Planning
Center profile you want to match.
o Select Enter Planning Center ID tab, manually enter the Planning
Center ID collected from the member profile URL, and then select
Match.
o Create a new Planning Center profile from the Create New Planning
Center Profile tab, if the donor is registered in your management
system. After the profile has been created, the new profile will be
matched to the Givelify donor.
Edit Donor Match
To edit a donor match to a member ID or envelope number, follow these steps:
1. On the Donors tab, select the filter drop-down and choose Matched to
display a list of donors that have already been assigned an envelope number
or member ID.
2. Find the donor in the list and select Unmatch.
3. On the Confirm Unmatch dialog, select Confirm.
Note: If you want to match it to another Planning Center ID, select the
Unmatched filter and repeat the matching procedure above.
Match Envelopes to Funds
Planning Center Funds are automatically imported into Givelify and displayed on
the Envelopes tab along with the list of Givelify envelopes to be matched. Follow
these steps to complete the matching:
1. On the Planning Center Integration page, select the Envelopes tab.
2. In the filter drop-down, choose Unmatched to display a list of envelopes that
do not have an assigned fund category.
3. Select the drop-down arrow in the Planning Center Fund column and choose
the fund.
4. Then select Match. This must be done for each envelope before using the
drop-down for the next envelope.
5. Repeat for each envelope.
Note: If there is a Givelify envelope that does not match any of the Funds in
Planning Center, first create the Fund in Planning Center and then return to
Givelify to refresh the page to complete the matching of the envelopes.
Donations to unmatched envelopes are not exported until they have a match.
Edit Envelope Match
To edit an envelope that already has a Fund assigned, follow these steps:
1. Select the filter drop-down and choose Matched to display a list of envelopes
that have already been assigned a Planning Center fund.
2. Select Unmatch.
3. On the Confirm Unmatch dialog, select Confirm.
Note: If you want to match it to another fund, select the Unmatched filter and
repeat the matching procedure above.
Settings for Export
When enabled, donations from that point on are then automatically exported to
Planning Center in real-time. We do not back-date previous donations to avoid
duplications. While configuring your integration for the first time, this
functionality is disabled. You must enable it for automatic syncing between
Givelify and Planning Center.
Follow these steps to enable the automatic export of donations:
1. On the Planning Center Integration page, select the Integration Settings tab.
2. Select the Export Donations Automatically switch to toggle it On.
Note: Once the switch is turned On, donations made after that point will start
exporting automatically. You can view these donations on the Exported
Donations tab.
If the switch is toggled Off at any time, your donations will stop exporting until
the switch is toggled On again.
Any donations made through Givelify between the time the export was turned
off and back on must be manually entered into your Planning Center system to
be up to date.
View Exported Donations
All donations made after switching on your export are automatically exported to
Planning Center. Select the Exported Donations tab and view donations to
confirm that your integration has been successfully configured.
Generate Reports of Exported Donations
If you want to generate a report of the exported donations, follow these steps:
1. Select the Exported Donations tab and then select Export.
2. On the Exported Donations dialog, select the date range (Start Date and End
Date) of the exported donations and then select Export.
Note: Whenever an Envelope is added or modified in the Givelify Analytics
Studio, it will need to be matched to the correct Planning Center Fund on the
Planning Center Integration tab to ensure automatic exports are allocated
properly.
Customer Support
Feel free to contact our Customer Support team at support@givelify.com if you have any further questions.