Prior to importing any funds into Gabriel through the Import Contributions function or through the integration you will want to login to your WeShare dashboard and make sure each fund that you have on your WeShare page has a unique system fund ID#/Description. We suggest a simple numbering system. If you need assistance in updating or are having issues please contact your WeShare Rep and they will be happy to help update these fields. Please use the steps below:
Click on Giving
Choose the collection and/or event and click on Manage.
Next, scroll down the sub-menu bar on the left to Export Settings and click on Financial.
Type in the Collection Export Name or Fund ID Number in the corresponding text boxes and click Save Changes. You can use a unique number or you can use the same fund name that is in Gabriel.