If you are already a user of MyGiving.Online you can establish a link with MyMembershipManager in order to keep the people who also have donor records synchronised between the two applications, thus avoiding duplication. If anything needs changing on a person’s record, for example if the person has a change of address, it will be updated in both applications.
In order to identify common records, the system will check the name and address fields of the donor record and the membership record. If the two match, then synchronisation between the two records becomes active for that individual. Those that were not identified initially can be linked later by editing an existing member record or when adding a new one. Once MyGiving.Online and MyMembershipManager.Online have an established link, changing a person’s record in one will automatically update it in the other application.
To set up the link, in either your MyGiving.Online account or your new MyMembershipManager.Online account:
Click on the Admin menu from the options at the top of the screen.
Click ‘Charities’
Click the edit button next to your charities name
On the Charities page you will see two tick boxes. One for MyGiving and one for MyMembershipManager.
Tick both boxes, and then click the save button.
Once you have done this, click the Admin menu at the top of the screen, and this time select ‘Branches’.
Click the edit button next to the branch you would like to connect.
Again, you will see two tick boxes, one for MyGiving and one for MyMembershipManager.
Tick both boxes and click the save button. The connection between MyMembershipManager and MyGiving has now been established.