Welcome to the guide on Online Giving's Breeze ChMS Direct Integration! This integration simplifies the process of managing donations by automatically matching donors and recording contributions directly into Breeze Church Management Software (ChMS). With this integration, churches can streamline donation tracking, ensure data accuracy, and save time on manual data entry.
In this expanded guide, we'll cover how the integration benefits churches, the setup process, and key features, including advanced options to further enhance donation management.
Key Functions:
- Automatic Donor Matching: Breeze automatically matches donors based on their profile information, saving you time and reducing errors.
- Seamless Donation Recording: Donations are automatically recorded into Breeze, along with fund and donor data.
- Advanced Features: Integration supports cryptocurrency donations, check scanning, and managed monitoring for smooth communication between systems.
Table of Contents
- Breeze ChMS Integration Overview
- Key Benefits of Breeze ChMS Integration
- Getting Started with Breeze Integration
- How to Update Funds/Sub-Funds with Breeze Funds
- Automatic Donor Matching with Breeze
- Automatic Donation Recording with Breeze
- Optional Features for Breeze
- Frequently Asked Questions (FAQ)
Breeze ChMS Integration Overview
Breeze ChMS (Church Management Software) is designed for small to mid-sized churches, offering an intuitive, cloud-based platform at an affordable price. Through its integration with OnlineGiving.org, churches can manage their donation processes efficiently, improving engagement with their congregation and ensuring smooth financial management.
Key Benefits of Breeze ChMS Integration
Here are some of the core advantages of integrating Breeze ChMS with OnlineGiving.org:
- Increase Giving: Allows your church to accept donations through multiple channels (credit cards, checks, cryptocurrency) while ensuring accurate records.
- Engage the Church Community: Encourages communication with your church members through automated tools and integrated features.
- Simplified Management: Helps manage donations, financial records, and member data seamlessly via the integration, reducing the need for manual entry.
Getting Started with Breeze Integration
To set up the Breeze ChMS integration, follow these steps:
Required Information to Get Started with Breeze ChMS
Contact our support team at support@onlinegiving.org and provide the following details:
- Breeze ChMS Church Website URL
- Breeze ChMS Administrator Username
- Breeze ChMS Administrator Password
Our team will configure your OnlineGiving.org account with Breeze, sync funds/sub-funds, and confirm when the integration is live. We securely store your login credentials for future support.
How to Update Funds/Sub-Funds with Breeze Funds
Once the integration is active, follow these steps to sync your funds with Breeze ChMS:
- Login to your Online Giving control panel.
- Click on Funds from the left navigation menu.
- Click the Gear icon next to the fund you wish to manage.
- Select Edit Fund from the drop-down menu.
- Choose the corresponding Breeze Fund from the drop-down menu.
- Click Save to confirm your changes.
Repeat for any additional funds.
Automatic Donor Matching with Breeze
Breeze automatically matches donors using first name, last name, and email when donations are processed through OnlineGiving.org. Breeze stores the Online Giving donor ID for future reference, making future donations easier to record.
- No manual matching needed: Breeze manages the donor matching process through API, ensuring a seamless experience.
- Effortless record-keeping: This automatic syncing reduces the workload for church administrators.
Automatic Donation Recording with Breeze
When a donation is approved, Online Giving queues the transaction for automatic recording into Breeze ChMS. If a donation fails to record after multiple retries over a 12-hour period, you can manually push it into Breeze.
How to View Breeze ChMS Donation ID for Transactions:
- Login to the control panel.
- Click on Donations from the left navigation menu.
- Filter donations as needed.
- Click on the donation row to view details.
- The Breeze ChMS Donation ID will appear in the bottom right.
How to Manually Trigger Donation Recording:
- Login to the control panel.
- Click on Donations from the left navigation menu.
- Filter donations as needed.
- Click the donation row to view details.
- Select the "Retry Recording" button to manually record the transaction.
How to View Recorded Donations in Breeze:
- Login to the control panel.
- Click on Donations from the left navigation menu.
- Click "Additional Filters".
- Select "Breeze Recorded Contributions" from the drop-down.
How to View Pending Donations:
- Login to the control panel.
- Click on Donations from the left navigation menu.
- Click "Additional Filters".
- Select "Breeze Pending Contributions" from the drop-down.
Optional Features for Breeze
The integration includes optional features that can be enabled upon request:
- Custom Credit Card Contribution Type: Allows you to specify a custom contribution type for credit card donations.
- Custom ACH Contribution Type: Enables customization for ACH donations in Breeze.
- Cryptocurrency Donation Recording: Donations in cryptocurrency are automatically recorded in Breeze, ensuring all transactions are logged.
- Check Scanning Recording: Scanned checks are recorded and matched with donor information in Breeze, simplifying check management.
Contact our support team to enable any of these features.
Frequently Asked Questions (FAQ)
What is Breeze ChMS integration with OnlineGiving.org?
Breeze ChMS is a cloud-based church management software designed for small and mid-sized churches. Integrating Breeze with OnlineGiving.org enhances donation processing, automates donor matching, and simplifies financial management.
What happens if a donation fails to sync with Breeze?
Donations are automatically retried for up to 12 hours. After that, you can manually trigger the sync from the control panel.
Can I customize how donations are recorded in Breeze?
Yes, you can customize the contribution type for credit card and ACH donations. Contact support to enable these features.
Is donor matching automatic with Breeze?
Yes, Breeze matches donors using first name, last name, and email automatically.
How do I view Breeze ChMS Donation IDs in Online Giving?
Navigate to the Donations section in your control panel, select a donation, and the Breeze ChMS Donation ID will be displayed in the details section.
