ChMS Sync Error Resolution

 

Occassionally the Membership program has difficulty matching the donor from Giving.

This report is applicable to API based ChMS Integrations. It will show all errors that were encountered when automatically importing individual giving records into your Church Management System (ChMS).

Once errors are identified by you, you will need to manually add them to your ChMS. Below are tips and fixes for common errors you might see below:

Ambiguous Person Search - This is generally the most common error. This means that when our system searched your ChMS we found more than one person that met the search criteria.

To Correct Ambiguous Donors.

1.          Click the Action button to the right of the donor name – Choose Match Donor or SimpleChurch CRM Match Donor.

A screen will appear to search for the donor in ChMS.

If no donor is found, you may need to match from “Unmatched Donors” .

2.          If a possible match is located, click the radio button next to the donor name then click Match.

•To verify the member Id, look up the member in the Membership database and look for the number at the end of the web address URL.

3.          Choose Try Again.

•If you have corrected all the donors, you may click Retry All above the list

 

No Default Fund Specified - This means that the fund the donor typed in is not mapped to a fund in your ChMS. You will need to update your fund mappings for future donations to flow through.