Create donor and ticket gift records from payments
Create donor and ticket gift records from payments
Unmatched ticket payments delay donor records and event reconciliation. Get donor and gift entries into your CRM automatically so finance can reconcile revenue same day.
Overview
When ticket payments land in your gateway, manual entry into donor records slows reconciliation and reporting. This workflow creates constituent and gift records automatically and flags imports for review, enabling development and finance to reconcile event revenue the same day.