Create donor records from new online donation transactions

You lose donor context when donation transactions never reach your CRM, delaying acknowledgments. Import gifts and donor details into the CRM for same-day stewardship and reconciliation.

Overview

When donations fail to land in your donor CRM, stewardship and reconciliation stall and donors wait for acknowledgments. This flow captures qualifying online gifts and creates donor and gift records, flagging imports for review so your engagement and accounting teams can act same day.