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ChMS User Guide ManagedMissions

ManagedMissions User Guide

ManagedMissions Integration: Automate Your Mission Trip Giving

Mission trips are one of the most powerful ways your church serves the world. But behind every life-changing trip is a mountain of fundraising logistics—tracking who gave, how much they gave, which team member it supports, and making sure it all lines up in your mission trip management system. When donations flow through one platform and trip management lives in another, things fall through the cracks. Supporters get missed, amounts don’t match, and your team spends hours reconciling spreadsheets instead of preparing for ministry.

OnlineGiving.org’s ManagedMissions integration eliminates that gap entirely. Every donation that comes through your giving page is automatically recorded as a contribution in ManagedMissions—matched to the right trip, the right team member, and the right donor. No exports, no imports, no manual data entry.

Streamline Mission Trip Fundraising

With this integration, importing a mission trip from ManagedMissions into your giving platform takes just two clicks. OnlineGiving.org automatically creates a parent fund for the trip and individual sub-funds for each team member. Donors can give to the trip as a whole or support a specific person on the team—and every dollar is routed to the correct place in ManagedMissions within seconds of being processed.

Even better, your funds stay in sync with your ManagedMissions roster. When a new team member joins the trip in ManagedMissions, a giving fund is created for them automatically. When someone drops off the trip, their fund is removed—unless they have active recurring donors, in which case the fund is preserved to avoid disrupting those subscriptions.

Automatic Donor Matching and Recording

One of the most time-consuming aspects of managing mission trip donations across two systems is keeping donor records in sync. The ManagedMissions integration handles this automatically through a smart, multi-step matching process. When a donation comes in, OnlineGiving.org checks multiple data points—previous links, name and email combinations, and even address information—to find the right donor in ManagedMissions. If no match exists, a new donor record is created automatically. Once matched, the donor stays linked permanently, so every future donation is attributed correctly without any manual work.

Refunds and voids are handled automatically too. When you process a refund in OnlineGiving.org, a corresponding offset is recorded in ManagedMissions. When a transaction is voided or cancelled, the original contribution is soft-deleted. Your trip financials stay accurate in both systems at all times.

Nightly Roster Sync Keeps Everything Current

Mission trip rosters change frequently. People sign up, withdraw, and names get updated in ManagedMissions as trip preparations evolve. OnlineGiving.org syncs with ManagedMissions every night to keep your fund structure aligned with the latest roster. New members get a sub-fund created automatically, updated names are reflected on existing sub-funds, and removed members have their funds cleaned up—all without anyone lifting a finger. You can also trigger an immediate sync at any time from the trip wizard in your control panel.

In this article, we’ll overview the OnlineGiving.org ManagedMissions integration.

ManagedMissions User Guide:


OnlineGiving.org integrates directly with ManagedMissions through a secure API connection, enabling automatic donation recording, donor matching, mission trip fund management, and nightly roster synchronization. This integration is designed to save your team hours of manual data entry and ensure that every donation reaches the right place in ManagedMissions—whether it supports a specific trip member or a general fund.

Once set up by our support team, the integration runs entirely in the background. Donations are recorded, donors are matched, and trip rosters are synced automatically. Your team can focus on ministry preparation instead of data reconciliation.

Key Takeaways

  • One-Click Trip Import: Import a mission trip from ManagedMissions with all team members created as individual sub-funds, ready to receive donations immediately.
  • Three Recording Modes: Configure each fund as Trip Contribution, General Contribution, or Do Not Record—giving you full control over what flows into ManagedMissions.
  • Smart Donor Matching: A multi-step matching process automatically links donors between OnlineGiving.org and ManagedMissions, preventing duplicates and handling edge cases like name changes.
  • Automatic Contribution Recording: Every approved donation is recorded in ManagedMissions within seconds, including refund and void synchronization.
  • Nightly Roster Sync: Trip member changes in ManagedMissions are automatically reflected in your fund structure every night, with new members added and removed members cleaned up.

Table of Contents

  1. ManagedMissions Integration Overview
  2. Getting Started: Setting Up the Integration
  3. Importing a Mission Trip
  4. Fund Recording Modes
  5. Automatic Donor Matching
  6. Automatic Donation Recording
  7. Refund and Void Handling
  8. Recurring Donations
  9. Nightly Trip Member Sync
  10. The MM Trip Wizard
  11. Frequently Asked Questions

ManagedMissions Integration Overview

The ManagedMissions integration connects your OnlineGiving.org account directly to your ManagedMissions account through a secure API. Once connected, the integration provides the following capabilities:

  • Mission Trip Import Wizard: Import trips from ManagedMissions and automatically generate a fund structure with sub-funds for each team member.
  • Automatic Donation Recording: Every approved donation to a ManagedMissions-linked fund is automatically recorded as a contribution in ManagedMissions.
  • Smart Donor Matching: Donors are automatically matched between systems using multiple data points, with new donor records created when no match is found.
  • Refund & Void Sync: Refunds create proper accounting offsets in ManagedMissions. Voids and cancellations soft-delete the original contribution.
  • Nightly Roster Sync: Trip member changes in ManagedMissions are reflected in your fund structure every night at 3:00 AM.
  • Recurring Support: Monthly and weekly recurring donations to mission trip funds are recorded automatically with each billing cycle.

The integration supports three recording modes per fund, allowing you to control exactly which donations flow into ManagedMissions and which stay within OnlineGiving.org only.


Getting Started: Setting Up the Integration

How to Request Setup

To get started with the ManagedMissions integration, contact our support team at support@onlinegiving.org. Our team will work with you to connect your ManagedMissions account to OnlineGiving.org. You’ll need to provide your ManagedMissions API key, which can be found in your ManagedMissions account settings.

Our support team handles the entire setup process—there’s nothing technical you need to do on your end. Once the connection is established, you’ll receive confirmation and can begin importing mission trips right away.

What Happens After Setup Is Complete

Once your integration is active, you’ll notice several new features in your control panel:

  • An “Import MM Mission Trip” button appears on your Funds page.
  • Each fund’s edit form includes a ManagedMissions section where you can configure recording modes.
  • Transaction invoices display the ManagedMissions Contribution ID for recorded donations.
  • The MM Trip Wizard link appears in fund action menus for imported trips.

ManagedMissions will also appear in your integration report alongside your other connected systems.


Importing a Mission Trip

How to Import a Mission Trip

  1. Log in to the control panel.
  2. Click “Funds” from the left navigation menu.
  3. Click the “Import MM Mission Trip” button in the top toolbar.
  4. Select your mission trip from the dropdown. The list is pulled directly from your ManagedMissions account.
  5. Click “Import Trip” to complete the import.

The import wizard creates a complete fund structure in seconds. A parent fund is created for the trip, and a sub-fund is created for each team member on the roster. All funds are set to active and ready to receive donations immediately.

Note: Each trip can only be imported once. If you attempt to import a trip that has already been imported, you’ll see a message letting you know which fund it was imported to.

Understanding the Fund Structure

When you import a mission trip, OnlineGiving.org creates the following structure:

  • Parent Fund: Named after the trip (e.g., “Summer 2026 Guatemala Mission”). This is the top-level fund that appears in your fund list. Donations to this fund support the trip as a whole.
  • Sub-Funds: One for each team member (e.g., “Sarah Johnson,” “Mike Chen”). Donors can give to a specific team member by selecting their sub-fund. Sub-funds are hidden from the main fund list but visible when a donor selects the parent fund.

This structure works identically to pledge campaigns. Donors see the trip name and can choose to support the trip generally or select a specific team member.


Fund Recording Modes

Every fund in your system can be configured with one of three ManagedMissions recording modes. These modes determine how donations to that fund are handled in ManagedMissions.

Trip Contribution Mode

Donations are recorded in ManagedMissions as contributions to a specific mission trip. If the fund is linked to a specific team member, the contribution is attributed to that person. This is the default mode for all funds created through the import wizard.

General Contribution Mode

Donations are recorded in ManagedMissions as general fund contributions. Use this mode for funds that aren’t tied to a specific trip but should still be tracked in ManagedMissions—for example, a general missions fund or a ministry support fund.

Do Not Record Mode

Donations to this fund are not sent to ManagedMissions at all. The transaction is tracked in OnlineGiving.org only. This is the default for all funds that are not specifically configured for ManagedMissions. Use this mode for your general tithe, building fund, benevolence fund, and any other funds that don’t belong in ManagedMissions.

Configuring Recording Mode on Existing Funds

  1. Log in to the control panel.
  2. Click “Funds” from the left navigation menu.
  3. Click the gear icon next to the fund you want to configure.
  4. Select “Edit Fund” from the dropdown.
  5. Scroll to the ManagedMissions section.
  6. Choose the appropriate Record Type from the dropdown:
    • Do Not Record into ManagedMissions — donations stay in OnlineGiving.org only
    • Record as Trip Contribution — select the mission trip and optionally a specific team member
    • Record as General Contribution — donations flow to ManagedMissions as general fund contributions
  7. If you selected Trip Contribution, choose the Mission Trip and optionally a Trip Member from the dropdowns.
  8. Click “Save” to apply your changes.

Note: Funds imported through the Trip Import Wizard have their ManagedMissions settings locked to prevent accidental changes. These settings are managed automatically by the nightly sync. If you need to change the associated trip, use the MM Trip Wizard from the fund’s action menu.


Automatic Donor Matching

How Donor Matching Works

When a donation is made to a ManagedMissions-linked fund, OnlineGiving.org automatically matches the donor to a record in ManagedMissions using a multi-step process:

  1. Previous Link Check: If this donor has been matched before, the existing link is used immediately.
  2. Name and Email Match: The system searches ManagedMissions for a donor with the same first name, last name, and email address.
  3. Last Name and Email: A broader search using only last name and email helps catch cases where a first name may have changed (e.g., a married name update).
  4. Name and Address Match: For donors without an email address in ManagedMissions, the system tries matching by name and mailing address.
  5. Create New Donor: If no match is found through any of the above steps, a new donor record is created in ManagedMissions automatically.

Once a donor is matched, the link is permanent. Every future donation from that person is attributed to the correct ManagedMissions donor record without any manual intervention.

Viewing Linked Donors

You can see whether a donor is linked to ManagedMissions by viewing their profile in the control panel. Linked donors will show their ManagedMissions Donor ID in the integrations section of their profile.


Automatic Donation Recording

Once a donation is approved through the payment gateway, OnlineGiving.org automatically queues it for recording in ManagedMissions. The recording happens in the background within seconds. Each contribution includes the donor’s name, email, address, donation amount, payment reference, and transaction date. All contributions are marked as tax-deductible.

The system determines the correct recording path based on the fund’s configuration:

  • Trip Contribution funds: The donation is recorded as a trip contribution, attributed to the specific trip and team member.
  • General Contribution funds: The donation is recorded as a general fund contribution.
  • Do Not Record funds: The donation is not sent to ManagedMissions.

How to View the ManagedMissions Contribution ID

  1. Log in to the control panel.
  2. Click “Donations” from the left navigation menu.
  3. Search and filter donations as needed.
  4. Click on the donation row to open the invoice.
  5. The ManagedMissions section near the bottom of the invoice displays the Contribution ID. If the fund was set to “Do Not Record,” you’ll see a “Do Not Record” label instead.

How to Retry a Failed Recording

If a donation fails to record in ManagedMissions (for example, due to a temporary network issue), a red “Retry Recording” button appears on the transaction invoice. Click the button to re-send the contribution to ManagedMissions. The button disappears once the recording succeeds.

How to View Donations Recorded into ManagedMissions

  1. Log in to the control panel.
  2. Click “Donations” from the left navigation menu.
  3. Click the “Additional Filters” button.
  4. Select “ManagedMissions Recorded” from the filter dropdown.

How to View Donations Pending ManagedMissions Recording

  1. Log in to the control panel.
  2. Click “Donations” from the left navigation menu.
  3. Click the “Additional Filters” button.
  4. Select “ManagedMissions Pending” from the filter dropdown.

Refund and Void Handling

When you process a refund or void in OnlineGiving.org for a donation that was recorded in ManagedMissions, the integration automatically updates ManagedMissions to keep your records in sync:

  • Refunds: A negative offset contribution is created in ManagedMissions, linked to the original donation. This preserves the audit trail—both the original donation and the refund appear in ManagedMissions records, and the net amount reflects the actual gift.
  • Voids and Cancellations: The original contribution is soft-deleted in ManagedMissions. The record is preserved for historical reference but marked as deleted.

Donations that were marked “Do Not Record” are not affected by refund or void processing in ManagedMissions, since no contribution was recorded in the first place.


Recurring Donations

Donors who set up recurring gifts to mission trip funds receive the same automatic treatment as one-time donations. When a recurring batch processes:

  • The new transaction is created with the correct trip and team member information carried over from the fund configuration.
  • The contribution is queued for recording in ManagedMissions, just like a one-time donation.
  • Donor matching uses the existing link, so there is no re-matching on each cycle.

Even if the trip roster changes between billing cycles, the nightly sync keeps fund configurations current so that recurring donations always flow to the right place.

Tip: If a team member is removed from a trip but has active recurring donors, their sub-fund is preserved to avoid disrupting those subscriptions. You can manually deactivate the fund when you’re ready.


Nightly Trip Member Sync

What the Sync Does

Every night at 3:00 AM, OnlineGiving.org syncs with ManagedMissions to keep your trip fund structure aligned with the latest roster. The sync performs three actions:

  1. Updates Existing Members: If a team member’s name has changed in ManagedMissions, the corresponding sub-fund title is updated in OnlineGiving.org.
  2. Adds New Members: If a new team member has been added to the trip in ManagedMissions, a new sub-fund is created for them automatically.
  3. Removes Former Members: If a team member has been removed from the trip in ManagedMissions, their sub-fund is removed from OnlineGiving.org—unless they have active recurring donors (see below).

How to Trigger a Manual Sync

You don’t have to wait for the nightly sync. To trigger an immediate sync:

  1. Log in to the control panel.
  2. Click “Funds” from the left navigation menu.
  3. Find the mission trip parent fund and click the gear icon.
  4. Select “MM Trip Wizard” from the dropdown.
  5. Click “Save & Sync Members” to trigger an immediate sync with ManagedMissions.

Protecting Active Recurring Donors

The sync is designed to protect your donors. When a team member is removed from the trip in ManagedMissions, the sync checks whether any active recurring donations are tied to that member’s sub-fund. If recurring donors exist, the sub-fund is kept in place to avoid cancelling their subscriptions. A log entry is created so your team is aware of the situation.

Once the recurring subscriptions are no longer needed (or have been moved to a different fund), you can manually delete or deactivate the sub-fund.


The MM Trip Wizard

The MM Trip Wizard provides a way to manage your imported mission trips after the initial import. You can access it from the fund action dropdown (gear icon) on any imported trip fund by selecting “MM Trip Wizard.”

From the wizard, you can:

  • Change the associated trip: If you need to re-link the fund to a different mission trip in ManagedMissions.
  • Trigger a manual sync: Immediately pull the latest roster from ManagedMissions and update your sub-funds.

The wizard is available for both parent funds and sub-funds that were created through the import process.


Frequently Asked Questions

How do I get the ManagedMissions integration set up?

Contact our support team at support@onlinegiving.org. We’ll connect your ManagedMissions account to OnlineGiving.org and have you up and running quickly. You’ll just need to provide your ManagedMissions API key from your account settings.

How long does it take for donations to be recorded in ManagedMissions?

Donations are typically recorded within seconds of being approved through the payment gateway. The recording happens automatically in the background—no manual action is required.

What happens when a team member is removed from a trip in ManagedMissions?

During the nightly sync, the corresponding sub-fund in OnlineGiving.org will be removed. However, if the sub-fund has any active recurring donors, it will be preserved to avoid disrupting those subscriptions. Your team can manually deactivate or delete it when appropriate.

Can I manually assign a fund to ManagedMissions without using the import wizard?

Yes. You can configure any fund’s ManagedMissions recording mode by editing the fund and scrolling to the ManagedMissions section. Choose “Record as Trip Contribution” or “Record as General Contribution” and select the appropriate trip and team member from the dropdowns. The import wizard is simply a faster way to set up an entire trip at once.

What happens if a donor does not have a ManagedMissions record?

If no matching donor record is found in ManagedMissions after checking multiple data points (name, email, address), a new donor record is created automatically. The donor is then linked permanently, so all future donations are attributed correctly without additional matching.

How do refunds appear in ManagedMissions?

Refunds are recorded as negative offset contributions linked to the original donation. This preserves the full audit trail in ManagedMissions—both the original gift and the refund are visible, and the net amount is accurate. Voids and cancellations, on the other hand, soft-delete the original contribution.

Can I use ManagedMissions with recurring donations?

Absolutely. Recurring donations to mission trip funds are recorded in ManagedMissions automatically with each billing cycle, just like one-time donations. The donor’s existing match is used each time, so there’s no delay or re-matching.

What time does the nightly sync run?

The nightly trip member sync runs at 3:00 AM every day. If you need changes reflected sooner, you can trigger a manual sync at any time from the MM Trip Wizard on the fund’s action menu.

Are all donations marked as tax-deductible in ManagedMissions?

Yes. All contributions recorded through the OnlineGiving.org integration are automatically flagged as tax-deductible in ManagedMissions.

 

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