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Third Party Giving Import Assistance

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This article provides solutions for common issues encountered when importing giving data from third-party platforms into Breeze.

Before you begin:

It's crucial to understand that a direct import from your giving platform likely won't work. Breeze requires a specific format for importing giving data. You'll need to download the Breeze giving import template and reformat your third-party export to match it before uploading.

To Import Giving 

  1. Navigate to Account Settings (mceclip3.png) in the top right corner
  2. Choose Bulk Tasks
  3. Select Import Giving from the menu on the left.
  4. Download the Breeze giving import template.
  5. Export your giving data from your third-party platform.
  6. Carefully transfer the data from your export file into the corresponding columns of the Breeze template. Ensure all data is accurately mapped.
  7. Save the completed template as a CSV file.
  8. On the Import Giving page in Breeze, select the correct format for your third-party giving platform.
  9. Upload your CSV file.

Here are a few simple troubleshooting steps that you can follow below:

  • Make sure the file is saved as a csv.
  • Make sure you have changed the "format" on the Import Giving page to the correct third-party giving platform.

Below are some additional steps and resources to import giving files based upon the different third-party giving platforms.

Kindrid

  1. Navigate to your manager dashboard in Kindrid. Click on Settings Gear (top banner) and click ChMS Integration. 
  2. Select your organization’s ChMS from the dropdown menu. *Your available integration options may differ from the screenshot below.
  3. Follow the instructions. Each ChMS will have independent, specific instructions.

SecureGive

  1. Call SecureGive, tell them you are using Breeze

  2. SecureGive will switch export settings to match what Breeze is expecting

  3. Breeze Import template is a verified match

  4. One tip, We've seen a SecureGive export with no PersonID. SecureGive is looking for the Breeze ID to be entered in the Person ID field within their system. The Breeze ID will then appear on the SecureGive export as the Person ID.

Pushpay

  1. Sign in to Pushpay account

  2. Click the Transactions tab or Batch Reconciliation tab

  3. Select desired date range

  4. Click Export and choose “CSV”

  5. Save file where you can find it easily

Pushpay.docx

EasyTithe

Exporting Contribution Data from EasyTithe

  1. Sign in to EasyTithe, (https://www.easytithe.com/cp)

  2. Navigate to Reports > Canned Reports

  3. Under *Other*, click the Custom Report By Date Range link

  4. Set the From and To date range to the dates you want to export for

  5. *Organize Report by* date

  6. Click Search

  7. Click Create Export

  8. Save CSV file where you can locate it

EasyTithe.docx

Vanco

Exporting Contribution Data from Vanco

  1. Contact Vanco, ask for the “EFT Weekly Data File” that's Breeze Friendly

  2. Sign in to your Vanco account

  3. Click the Reports tab

  4. Click Processing Reports

  5. Click the most recent EFT Weekly Data File

  6. Click View

  7. Select Save File, naming it and placing it in a location easy to find

Vanco.pdf

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