Online giving and CSV import

Connect online giving in Settings → Online giving (also /setup/giving). Finance or admin can complete it.

Planning Center Giving uses a personal access token. Churchism polls succeeded donations on a daily cron. Gift IDs are stored as pco:{id}.

Subsplash, Tithely, Pushpay, Givelify, Stripe, and other processors use CSV. Upload a sample; Churchism proposes a column map from the headers (and Grok when an API key is configured). After you confirm the map, you can email the same export to giving+{token}@mail.churchism.app. Email ingest auto-commits only after mapping is confirmed and the mailbox is enabled.

Manual upload at /donations/import still works. For Subsplash, upload the original export (Gift ID required). You do not need to clean columns in Excel.

How donors are matched:

1. Lookup by Donor ID key (External profile ID, else the stored Donor ID — not the per-card Subsplash Donor ID).

2. Else unique full-name match. Confirm if existing Donor IDs conflict.

3. Else unique email — never create a second person for that address.

4. Else create a visitor with that key as Donor ID.

Never match on the Subsplash "Donor ID" column. It changes per card and Apple Pay.

Duplicates:

• Auto-skip only when this Gift ID already has this fund (or a legacy bare Gift ID already has this fund).
• Same donor, date, amount, and fund with a different Gift ID is a review row. Choose Import or Skip. Churchism does not discard it for you.
• Person mismatches (ID matches a different name, or the name is taken by someone with another Donor ID) also wait for Import or Skip.

Unattended email and Planning Center ingest skip person-mismatch rows rather than assigning the wrong person. Weak "looks similar" fingerprints are not discarded.

Multi-fund checkouts share one Gift ID with several fund lines. Balance Adjustment rows are skipped.

If something still looks wrong after import, check the highlighted review rows first. Email support@churchism.app if a week will not commit.