New is version 2.3.0 is a dedicated Subsplash Giving Block that allows you to process gifts through Subsplash all within Rock as a user or admin.

This block displays a familiar Subsplash themed giving interface that allows all the same features as if you were giving through Subsplash in your app or website.

This block can be configured by an admin to

When using this block and a user is logged in, they will be able to access their Subsplash payment methods available on thier profile and give a one time gift or establish a recurring gift. If a user needs to add a new payment method, we support that as well and this will sync over to their Subsplash profile for use in app or anywhere else Subsplash Giving is available.

If a user is not logged in they will be prompted to provide name and email, similar to the Subsplash Guest Giving experience. If this user does have a profile through Subsplash the gift will be mapped to it but no payment methods will be available or saved.

This block can also be used in your internal Rock sites for admin use. It allows an admin to impersonate a donor to setup donations or add payment methods on their behalf.

This block can replace the default block within a Person > Contributions > Add One Time Gift that can be found under "Giving Configuration"

When using this block here make sure to set "Impersonation" to Allow in the block settings.

Great question and thank you for the compliment! You are able to use a Subsplash Giving embed on any site, and you will find many Rock clients that choose to do so.

Our embed will ultimately take the user over to your Subsplash web app/standalone site to complete to donation whereas this block keeps the user 100% within Rock and your website.

This is important to some Churches who do not use Subsplash exclusively for Giving and need Rock to be the source of truth when showing a user their recurring gifts, gift history, etc - which could be coming from multiple giving providers. When a user lands on your Subsplash web app and giving experience, they will only have access to their gifts in Subsplash.

Send donations and payments to Rock as transactions to allow your accounting/finance team to batch and reconcile in one system.

Start by going to Admin > Installed Plugins > Subsplash > Funds and Sync Funds to bring over your Subsplash Funds into Rock.

You will see a row for each Fund and Sub-fund you have in Subsplash and if you use Campuses there will be additional rows with the same Fund name but different campus names:

When first synced there will be no Rock Account selected and you can start mapping Funds to Accounts. A Fund can be mapped to many Accounts as needed.

After mapping funds to accounts, select Sync Transactions and set your date to your first gift in Subsplash. This will backfill Rock with your Giving data.

You can return to this page at any time if you need to sync gifts manually on specific days or time frames.

So you do not have to sync manually each day, we recommend setting up our job!

In Admin > System Settings > Job Administration and click + to add a new Job. Look for "Sync Subsplash Donations (Plugin)" and select your Subsplash Financial Gateway:

Your Cron Expression will be how often this job runs, we recommend at least nightly. Your number of days back to sync should be set to at least 14 days to cover ACH processing times.

At this point, your existing donations should have been synced over from the initial Sync Transactions step above and they will continue to sync thanks to the job.

The plugin will return various information during its donation sync but most importantly it will let you know if any gifts, recurring gifts, or payments could not be sent over to Rock. There are two intentional exceptions that need attention.

If a gift, recurring gift, or payment is associated with a profile in Subsplash that does not have first/last name and or email, then we cannot map it to a Contact in Rock.

To fix this, we will provide the id in the exception and you can search in Subsplash for it and find the profile thats associated. Then fill in missing details as needed.

If a fund, sub fund, or campus in Subsplash is not mapped to a Rock account, but we try to sync it over to Rock, it will result in this exception. To fix this you go to Admin > Installed Plugins > Subsplash > Giving > "Pull funds" and make sure all rows have a Rock account selected.

In version 2.2 of the plugin, there is a unidirectional sync of Campaigns and Pledges from Subsplash to Rock. This lets you continue to process gifts through Subsplash Giving via created Campaigns and Pledges from donors while maintaining the records in Rock.

In your plugin settings under Funds, you will see an icon next to the fund name if it is connected to a Campaign. If you do not see this make sure to sync your funds.

Your pledges from donors will show in Rock under Finance > Pledges.

When a donation is received in Subsplash with a designation to the fund associated with the campaign, it fulfills the pledged amount. Once the donation is imported into Rock, it also automatically will fulfill the pledged amount for the account account.

Since donations are processed through Subsplash your Transfer will always come from Subsplash and show on the Transfers page, but you do have control over batches in Rock.

In your Installed Plugins > Subsplash > Settings, click on your API client. The Batch Method dropdown option will have:

Refunds cannot currently be initiated through Rock, you will receive an intentional error that lets you know to initiate a refund in Subsplash to return the money to your donor.

When a refund occurs in Subsplash, the automatic sync job or manual sync will update the status of the original transaction in Rock and create a new transaction to balance out the funds, subtracting the amount.

Either the job failed to sync the transaction into Rock or it was sync over to a different person than you are looking at. If your batch numbers are not matching correctly than its safe to say the transaction is missing from Rock altogether and you should determine why the job is failing and/or that specific gift is failing to sync. Some commons reasons would be missing first name, last name, and/or email for the person in Subsplash. If your batches match then the transaction is somewhere in Rock but you may be wondering why its not associated with the right person. Make sure they did not give under a different email address in Subsplash or that they have a duplicate contact in Rock.

At the moment, refunds only support donations and not payments in Subsplash. Payment refunds will need to be initiated in Subsplash but manually created in Rock for the time being.