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Blog | Product Updates

Save Time During Your Weekly Data Entry

Posted by Peter Frank on Jun 11, 2014 9:00:00 AM
Church360° Members now allows you to automatically import offerings given electronically from eGiving, an online giving product from Concordia Technology Solutions and Vanco Services. Here’s how to get started:
  1. First, you must set up an eGiving account with Vanco. Vanco will provide your client ID, user ID, and password.
    Please note: if you are already a Vanco customer through a different program (e.g. Simply Giving), please contact Vanco at 800-675-7430 or CS@VancoServices.com to request your credentials.
  2. Go to Settings --> Vanco Integration. Check the box to confirm that you wish to pull offering information from Vanco into Church360° Members.
  3. Choose the date for which you want to start importing electronic offerings.
    Note: if you have entered electronic offerings manually, select a date after your last manual entry.
  4. Enter the client ID given to you by Vanco.
  5. Enter your WS User ID (web service).
  6. Enter the password from your WS User ID.
  7. Click Save.
  8. Click Sync Now!


Church360 Members Vanco

 

 

Matching Givers and Funds

  1. Once electronic offerings have imported, you will begin to see messages indicating you have unmatched givers and unmatched funds.
  2. To match an online contributor with a contributor in Church360° Members, click on the Unmatched Givers link.
    1. You will see a list of all the contributors who have given electronically who have not yet been matched.
    2. Select a contributor from the list of people in your church and click Save.

      Church360 Members Vanco

  3. To match an online fund with a fund in Church360° Members, click on the Unmatched Funds link.
    1. You will see a list of all the funds to which offerings have given electronically that have not yet been matched.
    2. Select a fund from the list of funds in your church and click Save.
      Please note: you should only import charitable contributions into Church360° Members. If you have used your online giving account to take payment for an event or service, do not select a fund to ignore that transaction.

      Church360 Members Vanco

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Peter Frank

Peter Frank serves at Concordia Publishing House as a Senior Marketing Manager for Church Supplies, including Concordia Technology Solutions (CTS), the church management software division. A graduate of Concordia University Wisconsin, his background in theology, business, and computers gives him a unique perspective on technology in the church. Married and the father of two children, he is frequently humbled when his young children teach him something new about technology.