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We try our best to automatically match donations to the correct people in your CCB site. But sometimes, we find multiple people that can be a possible match. Instead of just picking one to attribute the donation to, we insert the donation into CCB unmatched. To manually match the records in CCB, under the Menu

  1. Select More ->Financial
  2. Select the Online Gift tab
  3. Click on the donor’s name to bring up the details page
  4. Look for the match in the Probable and/or Possible Match lists. If they are in your CCB database, they can most likely be found here.
  5. If you find a match, simply click Match.
  6. If you don’t find the match, simply click Add a new family at the bottom.

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