Connection Card Pro Help & Documentation

Primary Giving Link and Widget

With Connection Card Pro’s included online giving, all donations and payments given through Connection Card Pro are automatically recorded in your ledger, saving you time and work!

Your giving settings allow you to determine which options you would like to offer or allow to your donors and for online payments such as Event Registrations.

Connection Card Pro will become your payments provider. Your organization name will appear on your donors’ and customers’ bank statements.

Prerequisites:

1) Set up your Payment processing account 1st at Account > Giving Setup. See our help doc for setting this up in the U.S.  Or Outside of the U.S. 

2) Set up your Chart of Accounts at Accounting > Financial Settings > Chart of Accounts.

Once your Payment Processing Account has been verified and approved (approximately 1-2 business days), and you have your Chart of Accounts set up, you can now go back to your Giving Setup Page.

3) Finish your Giving Setup in Account > Giving Setup AFTER you have been approved.

To Find your Primary Giving Link and Widget

From the menu:
Accounting > Financial Settings > Giving Setup

• In the upper right you will see your Primary Giving Link. Use this link in your emails or other forms of communication. Or on your website to enable donors a way to get to your online giving.
• You will also see your Widget here in the upper right box. Use this widget to embed into your website, allowing your donors to complete their giving transactions through the widget right here on your website.
• Implementing a donation widget on your website only requires that your site has an SSL certificate.  
• If you have not finished all of your giving setup options here, complete everything needed to make your online giving go smoothly.