Welcome to the guide on integrating Online Giving with Fellowship One (F1) Church Management System (ChMS). This powerful direct integration allows for seamless donor matching, donation recording, and streamlined management of funds. With this integration, you can ensure that your donations are automatically matched to donor profiles and accurately recorded into F1, saving you time and reducing manual entry errors. Whether you're just starting with the integration or looking to optimize it, this guide will walk you through every step.
Key Takeaways:
- Seamless integration between Online Giving and Fellowship One (F1) allows automatic donor matching and donation recording.
- Existing donors can sign in using their inFellowship credentials, simplifying the donation process.
- Automated and manual processes are available to ensure all donations are properly recorded in F1.
Table of Contents
- Fellowship One (F1) Integration Overview
- Getting Started with Setting up F1 Integration
- How to Update Funds/Sub-Funds with Matching F1 Funds
- Donor Sign In with inFellowship Credentials
- Automatic Donor Matching with F1
- Automatic Donation Recording with F1
- How to View and Manage F1 Recorded Transactions
- Frequently Asked Questions (FAQ)
Fellowship One (F1) Integration Overview
Online Giving provides direct API integration with Fellowship One (also known as F1) for automatic donor matching and donation recording. This feature is available to all churches on our $30+/month plans. With F1 integration, your donations can be effortlessly matched to the right donors and recorded directly into your F1 system.
Getting Started with Setting up F1 Integration
To begin setting up the Fellowship One integration, contact our support team at support@onlinegiving.org with the following details:
- Fellowship One Church Code
- Fellowship One Administrator Username
- Fellowship One Administrator Password
Our team will use this information to sign into your F1 control panel and link it to your Online Giving account. Your login credentials will be securely stored for future support. Once the integration is complete, we will configure your funds and sub-funds to match those in F1 and confirm the setup with you.
How to Update Funds/Sub-Funds with Matching F1 Funds
The integration between Online Giving and F1 ensures that each donation is linked to the correct F1 fund or sub-fund. If you need to update or match funds manually, follow these steps:
- Log in to your Online Giving control panel.
- Click on Funds in the left navigation menu.
- Click the gear icon next to the fund you wish to manage.
- Select Edit Fund from the drop-down menu.
- From the Fellowship One Funds drop-down menu, select the appropriate F1 fund.
- Click Save to apply the changes.
- Repeat these steps for additional funds as needed.
Donor Sign In with inFellowship Credentials
The integration allows donors to sign in with their existing inFellowship username and password, streamlining the donation process. Donors can log in using the blue F1 sign-in button on the donor website login page. Once authenticated, the system will automatically match their profile with F1, eliminating the need for manual matching.
Automatic Donor Matching with F1
Online Giving uses a sophisticated, multi-factor algorithm to automatically match donors to their F1 profiles. After a donation is made, the software searches for a matching F1 individual profile. If a match is found, the F1 Individual ID is linked to the donor’s profile for future donations. If no match is found, the donation will be flagged for manual review by church administrators.
Manual Matching Process
If the automated system cannot find a match, administrators can manually update a donor's profile by assigning the correct F1 Individual or Household ID. Business donations can also be recorded under households within F1, offering flexible recording options.
Automatic Donation Recording with F1
Once a donation is approved by the payment gateway, Online Giving automatically records it in Fellowship One. This process runs in the background, and the system retries up to 12 hours if there are any delays in recording. Each donation is tagged with its unique F1 Donation ID, which can be viewed in the Online Giving control panel.
How to View Fellowship One Donation ID for a Transaction
- Log in to your control panel.
- Click on Donations in the left navigation menu.
- Search and filter donations as needed.
- Click the donation row to view details.
- The Fellowship One Donation ID will be shown in the bottom right corner of the donation details window.
How to Manually Trigger Donation Recording into F1
- Log in to the control panel.
- Click on Donations in the left navigation menu.
- Filter and select the donation in question.
- Click the red Retry Recording button in the donation details window to manually push it into F1.
How to View and Manage F1 Recorded Transactions
View Donations Recorded into F1
- Log in to the control panel.
- Click on Donations from the left navigation menu.
- Use the Additional Filters drop-down menu and select F1 Recorded Contributions to see all donations successfully recorded into F1.
View Donations Pending F1 Recording
- Log in to the control panel.
- Click on Donations from the left navigation menu.
- Use the Additional Filters drop-down and select F1 Pending Contributions to view donations that have not yet been recorded in F1.
Frequently Asked Questions (FAQ)
1. What plans include Fellowship One integration?
Fellowship One integration is included with all Online Giving plans starting at $30/month or higher.
2. How long does it take for a donation to be recorded in Fellowship One?
Donations are typically recorded in F1 within minutes. In case of delays, the system automatically retries for up to 12 hours.
3. What happens if a donation cannot be automatically matched to an F1 profile?
If the system cannot automatically match a donation, it will flag the donation for manual review. Administrators can manually assign the correct F1 Individual or Household ID.
4. Can business donations be recorded under households in Fellowship One?
Yes, church administrators can configure business donations to be recorded under households in F1, which is useful for tracking contributions from businesses.
5. How secure is my Fellowship One login information?
Your F1 login credentials are securely stored in our password vault and are only used for configuring the integration and providing support when needed.
