AdventistGiving Direct Import: Difference between revisions

From Jewel
Jump to navigation Jump to search
No edit summary
Tag: Reverted
No edit summary
Tag: Manual revert
Line 1: Line 1:
There are two AdventistGiving reports each month. Since offerings should be recorded in the month they were donated, use the '''cut-off date''' of the fifteenth and last day of the month when determining in which month to post your AdventistGiving deposits. Do not use the deposit date. Example: The reports with cut-off dates of March 15 and March 31 should be posted in March, even though the March 31 deposit won't go into the bank until about April 7.
# Click Start New Offering, then Import Offering. You do not need to enter a date or offering total, as Jewel will receive this information from AdventistGiving.
# Click Start New Offering, then Import Offering. You do not need to enter a date or offering total, as Jewel will receive this information from AdventistGiving.
# Enter the Email and Password that you use to log in to the AdventistGiving website, then click Import from AdventistGiving.
# Enter the Email and Password that you use to log in to the AdventistGiving website, then click Import from AdventistGiving.

Revision as of 01:29, 26 November 2025

  1. Click Start New Offering, then Import Offering. You do not need to enter a date or offering total, as Jewel will receive this information from AdventistGiving.
  2. Enter the Email and Password that you use to log in to the AdventistGiving website, then click Import from AdventistGiving.
Note: this will only import the most recent report from your AdventistGiving “Deposit Reports” page. If you need an earlier one, you will need to use “Import from a File."
  1. Any accounts that appear in red must be "mapped". Select the account you wish to map and click Map Account. Select the Jewel account that corresponds to the AdventistGiving account you are mapping, or add a new Jewel account, then click OK. Click here for detailed mapping instructions.
  2. Any donors that appear in red must be mapped. Select the donor you wish to map and click Map Donor. Select the existing Jewel donor that corresponds to the AdventistGiving donor you are mapping, or add a new Jewel donor, then click OK. Click here for detailed mapping instructions.
  3. Once you don't see any more red, all accounts and donors have been mapped. Note that Jewel will remember all mappings for future imports, so this step will get significantly easier over time. Click OK to move on to the Make Deposit screen.
  4. Check that all deposit information looks correct, including that the Checks Total matches the Deposit Total (if they don't, it is probably a mapping error and you'll need to contact tech support) and click OK to record the deposit.




Return to AdventistGiving Offerings