Qgiv Tab

Use the Qgiv Tab to identify Qgiv forms that contain data to be imported into ExceedFurther, to map fields from these forms and set defaults, and to import names, gifts and event registrations that have been processed through these Qgiv forms.

Names of donors who have entered information and processed donations through Qgiv forms may already exist in your ExceedFurther data, or the donors may be completely new to your organization. The Qgiv Interface attempts to find matches for the names in ExceedFurther. Since names may be entered in different ways, it is possible that a donor may already be in ExceedFurther, but the Qgiv Interface is unable to make the match. You are given several options for deciding if a match exists or not.

Names without a match to an existing name in ExceedFurther are imported as new names, and then the gift transaction is appended to the new bio record. Transactions for names that have a match are appended to the matching name in ExceedFurther.

The Qgiv Interface Tab includes the following sub tabs:

  1. New Transactions - this lists the Qgiv transactions that have been downloaded but not yet been imported into ExceedFurther. It also includes a button to download any additional pending transactions from Qgiv. From this tab you initiate the process to match imported names to existing names. You also import any names that have no matching record in ExceedFurther.
  2. Unmatched Duplicates - this lists the transactions for which several possible matching names in ExceedFurther have been identified. For each of these you need to select the name in ExceedFurther that matches the name in the transaction.
  3. Matched - this lists the transactions for which a matched name in ExceedFurther has been identified, either by the Qgiv Interface or by your own judgement. From this tab you import the transactions to be appended to existing records in ExceedFurther.
  4. Rejected - this lists the transactions that you have chosen not to import.
  5. Processed - this lists the transactions that have been processed, that is, the gift has been added to ExceedFurther.
  6. Form Field Mapping - this is a set up screen where, for each Qgiv form, you specify exactly how the information should appear in ExceedFurther, including mapping fields and setting defaults.
  7. Form List - this lists all of the forms that you have created in Qgiv and asks you to identify the form's type for each form.