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 match, the transaction is considered unmatched.
Handling Unmatched Contributions
You must have the Limited Write Contributions permission to perform this action.
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 "Ignore" in the drop-down menu at the end of the row of the unmatched transaction you want to ignore. Otherwise, click on "Match" to start the matching process. A pop-up will appear.
To link this transaction to, 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 communication type for it.
Click "Save" to complete the process.