Online data review
With Online data review, you can review transactions from online form submissions, including donation, and link them to existing constituent records or create a new constituent. You have the option to choose automatic matching, which is the default, or choose one of the two review options to manually link transactions to constituents.
To set security access for Online data review, see Online data review security.
To navigate to Online data review, select Gifts, Overview. Under Settings, select Online data review to choose how to match transactions:
Use automatic constituent matching — Automatically match all constituents for all transactions. This option is ideal if your organization has a large volume of transactions to process, or you prefer gifts to go directly to batch. This option links constituents that the system finds has a high confidence match; if not, the system creates a new record. For more information, see Automatic Constituent Matching.
Review transactions with unmatched constituents — Manually review transactions with unmatched constituents. Consider this option if you're comfortable letting the system match existing constituents to avoid duplicates, but want to verify any new or unmatched transactions. This option links constituents that the system finds has a high confidence match; if not, it will appear in Online data review for you to review before a new record is created. This prevents unwanted duplicates while reducing manual effort. This helps prevent accidental creation of new records, while still minimizing the number of transactions to manually evaluate.
Review and match all transactions — Manually review all transactions. It gives you complete oversight to review all incoming transactions before processing. All transactions wait in Online data review before moving to batch increasing processing time and your manual effort. Consider this option if your organization prefers strict manual validation or handles sensitive data.
Note: By default, transactions automatically match to constituents. To review transactions, you must select either Review transactions with unmatched constituents or Review and match all transactions.
Note: You need to complete the transaction review first before approving batches if a manual review setting is enabled.
Tip: You can select Online data review settings from Settings, Control panel, Gift management, Online data review. For more information, see Gift Management Settings.
Link unmatched transactions to a constituent record
From Needs attention, select to review transactions with unmatched constituents.
Review the list of possible matches:
Select a constituent from the list and select Link to selected constituent. Choose how the data gets added to a constituent record and confirm constituent contact information.
If you don't find constituent information that matches the transaction, search the database to find a possible match.
If you don't find a constituent match, select Create new constituent.
You may see different records that you need to match separately. For example, if you find an organization gift, match the organization record separately. Similarly, you may want to match a donor, an honoree, or an acknowledgee separately.
Note: For gifts with multiple records, link all the associated records before the gift is sent to batch.
Sometimes, there may be a delay in matching the constituent in Online data review, and the gift transaction appearing in batch.
After you complete reviewing the transaction data, you can approve the batches.