Qgiv Overview
Qgiv is an on-line giving solution that allows you to create forms for your website to accept on-line donations, membership dues, and event registration. These can then be imported directly into ExceedFurther without having to enter each name and transaction manually.
To learn more about the kinds of forms that you can create and other services offered by Qgiv, visit their website at http://www.qgiv.com/.
When you use the Qgiv Interface from within ExceedFurther, you establish a direct link from ExceedFurther to Qgiv. In this way the on-line transactions from the Qgiv forms can be transferred directly from Qgiv to ExceedFurther. Before the information is stored in ExceedFurther, you establish certain rules to ensure that the data is correctly transferred and appears as you wish to see it.
To use Qgiv to accept on-line donations and then import them into ExceedFurther, do the following:
- Sign up for an account with Qgiv. You can begin this process at their website.
- Work with Qgiv to create a form or forms to add to your website.
- You can create any number of different forms for accepting on-line donations and registering for events, but you'll need to let Qgiv know that you will be importing information from these forms into ExceedFurther so they can set it up properly.
- Open the Qgiv Interface in ExceedFurther and create a link to Qgiv by signing in and supplying the Qgiv API key. To sign in, select Sign In from the upper right corner of the Qgiv Interface tab.
- By supplying the Qgiv API key, you ensure that it is your data from your forms that gets passed from Qgiv into ExceedFurther.
- To find the Qgiv API key, log into your account in Qgiv. From the menu on the left margin, select Settings and then API Access. Copy the API key and paste it into the API Key field in the sign in ExceedFurther.
- Within ExceedFurther, for each form identify the Qgiv form type and set up mappings and defaults so that the information is imported correctly.
- Periodically visit the Qgiv Interface within ExceedFurther to import new transactions that have come in through the Qgiv forms that you have set up.
The Qgiv Interface is accessed through the Interfaces Navigator. When you select Interfaces from the Navigator, the Qgiv tab appears, along with the other interfaces.