eCatholic Payments Integration

If your parish uses eCatholic ChMS and eCatholic Payments, you can have contributions import into your ChMS database automatically. No more typing in online gifts by hand! Your setup depends on where your parish accesses eCatholic Payments, so let's figure that out first.

Which Integration Do I Use?

• You log in to your Payments portal at app.ecatholic.com/pay:
  • Use the eCatholic Payments integration in the ChMS and enter your Merchant ID. See Payments Portal Integration.
• You manage payments through your eCatholic website:
  • Use the eCatholic Website integration in the ChMS and enter your website's Integration Key. See eCatholic Website Integration.

You'll find step-by-step setup instructions for both in How to enable eCatholic integrations.

Moving to app.ecatholic.com/pay

Switching to the new Payments portal? Here's how to keep everything flowing smoothly:

1. Keep your eCatholic Website integration turned on.
   • It also connects your online family and religious education registrations, so you'll still need it.
2. Add the eCatholic Payments integration.
   • This brings in contributions from the new portal.
3. Turn off payment syncing on your website.

   • Go to Admin > Settings > Integration & Social and toggle Send your payment transactions to eCatholic ChMS to OFF.

     

Payments Portal Integration

Once you set up the eCatholic Payments integration with your Merchant ID, transactions from eCatholic Payments start importing into your database automatically.

• Timing: The ChMS imports transactions once per day.
• Refunds: When someone receives a refund on an imported transaction, the ChMS imports the refund too, so your records stay accurate and balanced.
• Matching: The ChMS matches contributions to families by email address and to the funds in your database. Anything it can't match goes to Funds > Pending Imports. See Unmatched Contributions.
• Turning off payment syncing: Want to keep other integrations but stop syncing eCatholic Payments transactions? Turn this component off in the same area where you enabled the integration. (See How to enable eCatholic Integrations Note.)

eCatholic Website Integration

Once you set up the eCatholic Website integration, transactions from your eCatholic website start importing into your database automatically.

• Timing: Your website sends transactions to the ChMS after they settle, every 6 hours throughout the day.
• Voids and refunds: When you void or refund a transaction the ChMS already received, your website sends the negative amount too, so your records stay accurate and balanced.
• Turning off payment syncing: Want to keep the integration for online registrations but stop syncing payments? Go to Admin > Settings > Integration & Social on your eCatholic website and toggle off Send your payment transactions to eCatholic ChMS. (See How to enable eCatholic Integrations Note.)

Importing Past Transactions from your eCatholic Website

Both integrations only import transactions from the day you enable them going forward. To bring in older transactions:

1. Export the date range you need using the CSV export option in your eCatholic Payments center.
2. In the ChMS, go to Funds > Import Contributions and upload the file. Follow the Importing Contributions process outlined here.

Unmatched Contributions

With either integration, the ChMS places any transaction it can't match to a family or fund in Funds > Pending Imports. From there, you can match them up using the steps in How to clear pending imports for contributions, or delete any contributions you don't want to import.