Importing from Vanco for the First Time
Posted: Fri Feb 19, 2021 12:15 pm
Like many churches, we have seen a significant increase in online giving since the beginning of the pandemic. We use Vanco and I know we could be importing those transactions into PowerChurch. Currently our Financial Secretary is entering those transactions manually.
I am gathering information in an effort to facilitate the process of our Financial Secretary importing transactions from Vanco.
From what I can gather, in preparation for our first import, we need to
Some questions I have:
I would like to do what I can to make this process as smooth as possible all involved. Thank you for any knowledge you are willing to share!
Susan
I am gathering information in an effort to facilitate the process of our Financial Secretary importing transactions from Vanco.
From what I can gather, in preparation for our first import, we need to
- Acquire credentials from Vanco that will allow the PowerChurch program and Vanco to communicate with one another on our behalf
- Set up a Transit Account in the Funding Accounting Module
- Set up an Expense Account for Vanco Fees in the Fund Accounting Module
- Make Fund Numbers used in the Contributions Module match those our donors give to via Vanco
Some questions I have:
- Is there a way to enter donor envelope numbers in Vanco before we do our first import?
- When a first-time donor gives through Vanco, will the donor's contact information be imported into PowerChurch or will we need to enter that manually?
- If we reassign an envelope number in PowerChurch (something our Financial Secretary does every so often so we can order fewer sets of envelopes, how do we account for that on the Vanco side of things?
- What have you learned about this process that would have been helpful to know ahead of time? Any tips for ensuring all goes well? Any pitfalls to avoid?
I would like to do what I can to make this process as smooth as possible all involved. Thank you for any knowledge you are willing to share!
Susan