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TouchPoint User Guide

Online Giving offers seamless integration with TouchPoint ChMS, a powerful church management software. This integration automates donation processing, communication, and record management, helping churches engage their congregations and streamline giving. Available to churches on our $30+/month plans, this guide walks you through the key features and setup of the integration, ensuring smooth operations and enhanced engagement.

Key Takeaways:

  • Automatic Donation Recording: Donations are synced with TouchPoint in real time for efficient tracking.
  • Single Sign-On (SSO): Donors can use TouchPoint credentials to log in, simplifying the donor experience.
  • Managed Integration: 24/7 monitoring ensures smooth data transfer and donation processing.

Table of Contents

TouchPoint Integration Overview

TouchPoint is a robust church management system designed to assist churches in disciple growth, engagement, and communication. The integration between Online Giving and TouchPoint allows churches to automate donation processes, ensuring that all records are up-to-date and that donors can engage more easily with the church.

Key Features of Online Giving’s TouchPoint Integration

  • Integrated Donation Recording: Donations made through Online Giving are automatically recorded in TouchPoint, ensuring seamless tracking of donor and donation records.
  • Integrated Check Scanning Recording: Scanned check donations are uploaded into TouchPoint, automatically matching the donation with the correct donor records.
  • Integrated Sign-In Options: Donors can sign in using:
    • Their TouchPoint Username and Password from the church’s TouchPoint account.
    • Their Mobile Phone Number linked to the TouchPoint account.
  • Single Sign-On (SSO):
    • SSO from TouchPoint to Online Giving: Eliminates the need for multiple logins by securely passing credentials from the church’s TouchPoint portal to Online Giving.
    • SSO from Online Giving to TouchPoint: Enables seamless transitions back to TouchPoint from Online Giving without additional logins.
  • New Household & Mailing Address Creation: Automatically updates or creates household mailing addresses within TouchPoint during donations or user sign-ins, keeping records accurate and up-to-date.
  • Integrated Giving History: Donors can access their full giving history, including cash and check donations, via a single sign-on, ensuring transparency and easy access to donation records.
  • Monitored and Managed Integration Recordings: All data transfers and communications between Online Giving and TouchPoint are monitored around the clock, with automatic retries for failed API events to ensure uninterrupted donation recording.

TouchPoint Direct Integration User Guide

Getting Started with TouchPoint Integration

To get started with the TouchPoint integration, contact our support team at support@onlinegiving.org with the following information:

  • TouchPoint Control Panel URL
  • TouchPoint Administrator Username
  • TouchPoint Administrator Password

Our team will log into your TouchPoint control panel, configure the integration with your Online Giving account, and update your funds/sub-funds with their matching TouchPoint programs. Once completed, you'll receive confirmation of the successful setup.

Updating Funds/Sub-Funds with Matching TouchPoint Donation Programs

Online Giving pushes donation records into TouchPoint, ensuring the correct fund is associated with each donation. To manually update fund associations:

  1. Log in to the Online Giving control panel.
  2. Click Funds from the left navigation menu.
  3. Select the gear icon next to the fund you want to update.
  4. Choose Edit Fund.
  5. Select the relevant TouchPoint Fund ID from the drop-down menu.
  6. Click Save to confirm the changes.
  7. Repeat these steps for additional funds if necessary.

Donor Sign-In with TouchPoint Credentials

Online Giving’s integration allows donors to sign in using their TouchPoint credentials (username/password or mobile number). This eliminates the need for donors to create a separate Online Giving account, streamlining the donation process and ensuring that donor records are instantly matched within TouchPoint.

Single Sign-On (SSO) & Automatic Donor Matching

The Single Sign-On (SSO) feature lets donors seamlessly use their TouchPoint credentials to access the Online Giving portal. The system captures the TouchPoint People ID to ensure all donor information is matched correctly. If no matching record is found, the system creates a new profile upon donation completion.

Automatic Donation Recording with TouchPoint

Online Giving automatically queues donations for recording in TouchPoint as soon as they are processed. Failed donation recordings are retried for up to 12 hours. Administrators can manually push donations into TouchPoint if needed.

Viewing TouchPoint Donation ID

  1. Log in to the Online Giving control panel.
  2. Click Donations from the left navigation menu.
  3. Search and filter donations as required.
  4. Select a donation to view the details.
  5. The TouchPoint Donation ID will be displayed in the bottom right of the donation detail window.

Manually Triggering Donation Recording

  1. Log in to the control panel.
  2. Select Donations from the left navigation menu.
  3. Search and filter the donations.
  4. Click the donation row to open the detailed view.
  5. Click the Retry Recording button in the bottom right corner to manually push the donation into TouchPoint.

Viewing Recorded Donations

  1. Log in to the control panel.
  2. Select Donations.
  3. Click the Additional Filters button on the top right.
  4. Choose TouchPoint Recorded Contributions from the drop-down menu.

Viewing Pending Donations

  1. Log in to the control panel.
  2. Select Donations.
  3. Click the Additional Filters button on the top right.
  4. Choose TouchPoint Pending Contributions for donations that are awaiting manual review.

Support and Resources

OnlineGiving.org offers comprehensive support and resources to help churches manage their TouchPoint integration effectively. From setup to troubleshooting, our team is ready to assist with any questions or concerns. For assistance, contact us at (615) 206-4000, or schedule a demo to explore the full features of the platform.

FAQs

1. What is the TouchPoint Integration?
The TouchPoint Integration allows churches to manage donations, communication, and member records through a web-based church management system that increases donor engagement and streamlines giving.
2. How does Online Giving’s TouchPoint integration simplify donation recording?
Donations made through Online Giving are automatically recorded in TouchPoint, ensuring accurate donor and donation tracking without manual input.
3. Can donors use their TouchPoint credentials to sign in?
Yes, donors can log in using their TouchPoint username/password or mobile number, streamlining the process and ensuring their information is matched with TouchPoint.
4. How does Single Sign-On (SSO) work with TouchPoint?
SSO allows donors to securely authenticate between TouchPoint and Online Giving without needing multiple logins, making the process seamless.
5. How does check scanning integration work with TouchPoint?
Scanned check donations are automatically pushed into TouchPoint and matched with the correct donor records, simplifying donation tracking.
6. How is donor information handled?
The system automatically updates or creates household mailing addresses in TouchPoint during donations or sign-ins, keeping records up-to-date.
7. How does Online Giving handle failed donation recordings?
The system retries donation recordings for up to 12 hours. Church administrators can manually push donations into TouchPoint if needed.
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