Any donation you receive through another platform can be added to Giving in order to keep your data clean and in one place. If you use multiple donation platforms concurrently with Giving or need to count historical donations from a previous system, create payment sources and assign the donations accordingly.
Check out this video to see how it works then follow the steps below.
Alternatives to Importing Donor Records
Although Payment Sources allow you to add donations from other places through batches, we don't yet have a way to automatically import a donor's giving history from another system yet. In the meantime, you have three options:
- When making the switch to Giving, you can issue two end-of-year statements to your donors this year: one from your old system and one from Giving. If you can export a record of past donations from your old system, keep it as a record outside of Giving, and save time having to enter those past donations into Giving.
- We offer an API for Giving, so the only automated way to add donations is to build an integration between your current system and Planning Center Giving, using the open API. You'll need to have a third-party developer set this up for you.
- If you'd like to have all of this in one place, you can manually import online donations made through your past system in batches. Decide how specific or broad you'd like to be when importing (i.e. lump sum for overall giving for each donor vs. itemized donations for each donor), by following the instructions in this article.
Create the Payment Source
Go to the Payment Sources tab on the Manage page and select Add a new payment source.
Enter the name of the platform then select Create to save it.
Assign Donations to a Payment Source from a Batch
When you enter cash, check, card, or ACH donations from another platform, use Batches and set the Payment Source to the correct platform.
Batch defaults allow you to quickly enter donations that have similarities.
As you enter donations, the Payment Source will show your choice.
If you add the wrong payment source, you can change it by selecting the donation to edit it.
If you used Giving before September 2017, you entered donations from other platforms as cash or check donations then used labels or batches to keep track of which donations came from what external source.
Thank you for using that workaround while we finished building this Payment Sources feature!
Now that Payment Sources is released, we've created an editor for those donations you entered previously.
From the Payment Sources tab, after you've entered external payment sources, select Bulk Edit Old Donations to edit donations in batches or with specific labels.
Select from each of the dropdowns: labels or batches then payment sources or methods.
If you created batches based on external sources, select the batch option; if you assigned a label to external donations, select the label option.
Once you choose the appropriate option, specify the batch or label that needs a change.
Choose the changes you need made to those donations in the batch or label.
The Payment method refers cash, check, card, and ACH.
The Payment source refers to any external source you've created on the page before.
Once you make those choices, select Edit x donations now to apply the changes to the donations.
Confirm you want to make change to these donations by selecting Begin Bulk Edit.
The status will change depending on the amount of donations needing a change.
You cannot undo any bulk edits.
Once you close this box, you can view this completed bulk edit as well as others by selecting Bulk Edit History.
Bulk edits are tracked as changes to the donation, just like any other edit. They'll appear as edited donations, and the change will show in the Adjustment History as well as the log.