Unmatched contributions are transactions that have identifiable person information (e.g., name, email, phone), but are not linked to a person profile within the system. This can happen when a transaction is processed without the user logging in, and the system is unable to match the transaction to a profile in the system. It is highly recommended that these are processed routinely.
How are transactions matched?
If someone gives online without first signing in, the system will attempt to match the transaction with an existing person's profile. It uses the following:
First Name and Last Name
Email
Phone
Address
If the system uniquely matches a single person, it will credit the transaction to them. However, if One Church cannot find a person's profile, or if more than one matches, the transaction is considered Unmatched.
Handling Unmatched Contributions
You will need the Limited Write Contributions permission to perform this action, at the campuses the transactions sit at. It is campus-scoped, so a campus override can change it at one campus. Matching a transaction to a person also means you need to be able to reach that person, so a profile at a campus outside your access will not appear in the search. See Financial for what the permission covers, and Campuses and organizations in Version 8 for how campus access works.
To view the list of unmatched contributions, click on the to-do item on the To-Do home screen.
Or go to Contributions > Transactions in the left-hand navigation and then select the Unmatched tab.
All the unmatched contributions will be listed in the table. To ignore any, click on the 3 horizontal dots and then Ignore in the drop-down menu. Otherwise, click on Match to start the matching process. A pop-up will appear.
To link this transaction, search for the person in the input box at the top. There is also an option to update that profile with the contact information provided with the transaction. It is recommended to do this not only because it improves the data for that person's profile, but also because the system would be able to match this transaction to the person if they gave online again.
To import this data, check the row you want to include and select the category for the contact info.
Click Save to complete the process.
Tip: Matching does not move the gift. A gift's campus comes from its designations, so crediting it to a person at a different campus leaves the gift where it was.