Ministry Platform

🔄 How the WeGive <-> Ministry Platform Integration Works

Overview

The WeGive + Ministry Platform integration ensures seamless bi-directional syncing of donor, fund, and donation data across both systems, eliminating the need for double entry and maintaining data accuracy.

🔗 What Is Synced?

• Donors: Bi-directional sync of First Name, Last Name, Email, Phone Number, Address, and Ministry Platform Person ID. Matching is based on email or ID.

• Funds: Bi-directional sync of Fund Name, Description, Status, and Ministry Platform Fund ID.

• Donations: Sync includes Amount, Fund ID, Donor ID, Date, Payment Method, External Transaction ID, Memo, Tax Status, and Recurring Details.

🧠 How Syncing Works

1. Pulling from Ministry Platform to WeGive: Retrieves updated donor and fund details and new donations.

2. Pushing from WeGive to Ministry Platform: New donations, donors, and funds are added, ensuring all records are consistent and linked by IDs.

🔐 Security & Access

• Data is encrypted, with secure storage of API credentials. Sync activity is auditable, and only admins have integration access.

🔄 Sync Frequency

• Immediate for new entries in WeGive.

• Scheduled or manual via the admin dashboard.

⚙️ Configuration & Customization

• Enable/disable integration, update API credentials, or trigger manual syncs.

✅ Summary of Features

• Bi-directional sync, auto and manual sync options, sync logging, duplicate protection, and customizable settings per organization.

❓Need Help?

Contact WeGive Support or use the live chat for setup help or troubleshooting.

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