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home/All Help Topics/For Places of Worship

How do I assign Donor / Member IDs or Fund Codes?

1288 views December 17, 2019 allison 18

You can assign the Member IDs or Envelope number from your church management system to the Givelify donors in two simple steps:

  1. Select the Donors tab
  2. Select Assign below the donor name as shown below

Import-Friendly Files

You can also map your Fund ID or Fund name that you use in your church management system to Givelify Envelopes by following these steps:

  1. Select Settings
  2. Select Envelopes
  3. Choose an existing envelope to Edit or create a New Envelope
  4. Enter the External Fund Name/# from your church management system that corresponds with the envelope
  5. Select Update

 

Update Envelope

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