In this article, we will cover how our updated CCB Person Matching works.
When a transaction is processed or recorded in Pushpay, our system automatically creates that transaction in CCB and matches it with the designated fund and the most appropriate person. Our person matching algorithm compares Name, Email, Phone number, and Address across the two systems to determine the best match.
To be considered a match, at least two of the following criteria must match exactly: First Name, Last Name, Email Address, and Phone. In the case where multiple people match two of those fields, the person with the most accurate match will be used.
Newly Created Individuals
If a minimum match cannot be found, we will create a new individual in your CCB instance.
In order to properly track these individuals, we recommend creating a saved search that will find all newly created individuals in CCB:
- Go to People in left hand side menu.
- Click Other search options.
- Click Advanced search.
- (Optional) Tick Select all under Show Results for Selected Campuses Only.
- Under Set Formula create the following formula: set1 and set2
- Under Search Criteria create the following search criteria: Set 1 > Date Created > Is In The Last > 7 > Days > AND Set 2 > Giving - New Givers > Is In The Last > 7 > Days.
- Click Search Now. You will now see search results showing everyone created from Online Giving in CCB in the last 7 days.
- Click Save this search.
- Give it a name such as New from Pushpay.
- Click Create.
- The search should now appear in the saved search list on your People screen in CCB.
To share the search with other users choose Share this saved search....
To create a report based on these results choose Create a new report from this search... and on the next screen choose columns to be included, then name your report.
Merging Duplicate Records
The saved search you created can also be used to identify potential duplicate records.
After clicking on one of the names from the New from Pushpay search list, you can press the Merge this person... button to identify whether this person already has a profile using different contact info than what was used in Pushpay.
Identify the potential duplicates by hovering over the names. If you find a duplicate, select the original record and click Merge these people.
Once the records have been merged, future transactions from the associated Pushpay account will automatically route to the correct record in CCB.
Frequently Asked Questions
Why are you creating a new person in CCB when you don't find a match instead of placing the transaction in the Unmatched category under Online Gifts?
Our matching algorithm has been refined to the point where we are confident the vast majority of people we are unable to match are new individuals in your CCB instance, allowing you to easily identify, track, and follow up with these donors.
Additionally, if a newly created person turns out to be a duplicate record you will only need to merge that person once to correct the match. This same type of functionality is not available by matching a transaction from the Unmatched category to a donor profile.
How do I fix an incorrect match such as a donation matching up to a relative?
If a donation has been automatically matched to the wrong individual, Pushpay's Care Team can correct this for you. Please submit a ticket to email@example.com with the details of the transaction and the correct CCB Individual Id (this can be found in the URL when viewing the individual in CCB – e.g., https://_______.ccbchurch.com/individual_detail.php?individual_id=1234).
What if multiple people in CCB have the same matching details as the Pushpay transaction?
In the case where one or more individual has the same score, the following rules will be applied to determine the most appropriate match:
- Family Position is Primary Contact
- Family Position is Head of Household
- Family Position is Spouse
- Date of Birth - Oldest to Newest
- Created Date - Oldest to Newest
- Membership Date - Oldest to Newest
Why am I still seeing transactions come into the Unmatched category?
If you have the two-way integration set up, gifts submitted from within CCB are recorded and processed in Pushpay, but the matching takes place inside the CCB software. As a result, if CCB is unable to find a match, you will need to manually match those individuals from the Unmatched category.
You may also want to make sure all the recurring schedules are matched to individuals. To do so, go to Financial > Repeating Gifts > Unmatched, then assign the matches for each schedule.