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, you can create Payment Sources and assign the donations accordingly.
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. In the meantime, you have a few options:
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PCO Giving Import Tool is a paid third-party donation import system that works with Shelby Arena, Fellowship One (F1), Church Community Builder (CCB), and most donation systems that allow you to export donation history.
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When switching 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, you can keep it as a record outside of Giving.
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Planning Center offers 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.
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If you'd like to have all of this in one place, you can manually enter online donations made through your past system in batches. You can decide how specific or broad you want to set up the donation records. For example, you can record a lump sum for overall giving for each donor or itemized donations for each donor.
Go to the Payment Sources tab on the Manage page and select Add a new payment source.
When creating a new payment source, you can choose from these options:
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Enter the name of the platform.
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Choose the type of donation.
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Direct from Donor: Monetary donations received from a donor. These donations are typically tax deductible.
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Donor-Advised Fund (DAF): Donations made directly from a charitable fund to which the responsible donor contributed. These donations are nondeductible.
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Qualified Charitable Distribution (QCD): Donations made directly by the trustee of a donor's IRA. These donations are nondeductible.
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Check the box to email receipts when a batch is committed with this payment source.
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Check to show this Payment Source on receipts/acknowledgments and annual statements.
When you enter cash, check, card, or ACH donations from another platform, set the Payment Source in the Batch defaults.
As you enter donations, the Payment Source displays in the donations list.
Tip
If you add the wrong Payment Source to a donation, you can select the donation to edit it. You can also bulk edit past donations to correct the Payment Source.