If you are looking for an integration with your accounting or contribution software not directly supported by Partner Essentials, you will probably find it is supported by DonorHub® by TntWare - https://www.tntware.com/donorhub/.
DonorHub® is a cloud service, fully managed by TntWare, that delivers information from your church's or mission organization's donation and accounting systems to your staff. This way your staff can take full advantage of great support raising tools like TntConnect and Partner Essentials without having to manually enter donations. The data flows from your organization's systems automatically so for all this benefit, you add zero work to your office staff.
AND DonorHub® by TntWare also integrations with MANY accounting systems! If you prefer to start with just a contributions integration, you can always update account balances in bulk as needed. Please see Import: Account Ending Balance.
Steps to Complete in DonorHub® by TntWare:
- Establish service via https://www.tntware.com/donorhub/.
Steps to Launch:
- Signup for a Partner Essentials integration service and select DonorHub® by TntWare.
Considerations:
- It is possible to share accounts with other Partner Essentials users.
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How to manage this as an Org Admin via DonorHub® by TntWare:
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Option 1: I want to setup a field worker to be able to see more than 1 designation on the PE Dashboard. In DonorHub® by TntWare, please create and link the desired designations against a single profile. This profile will appear as an account in Partner Essentials. BUT warning, IF the same designation set appears on any other DonorHub® by TntWare profile - regardless of the profile’s name, they will automatically behave per Option 3 below.
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Option 2: I want to setup a field worker to be able to see designations on separate PE Dashboards. In DonorHub® by TntWare please create Option 1 for as many profile/account sets as you desire. BUT warning, IF the same designation set appears on any other DonorHub® by TntWare profile - regardless of the profile’s name, they will automatically behave per Option 3 below.
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Option 3: I want a team of field workers to be able to collaborate and manage notes and tasks for a common shared PE account. This will automatically happen for any DonorHub® by TntWare profiles that have a common set of designations selected.
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- How to empower your users to manage this via Partner Essentials:
- Option 1: User can share a Partner Essentials account with another Partner Essentials user - and revoke at anytime. Please see Setup: Manage Accounts.
- Option 2: User can provide limited coaching access to any Partner Essentials user - and revoke at anytime. Please see For MPD Coaches, Team Leads and Supervisors. THIS IS THE RECOMMENDED APPROACH FOR SHARING.
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How to manage this as an Org Admin via DonorHub® by TntWare: