Church Budget Envelope Integration Setup

If you currently use Church Budget for your budget envelopes please contact your Church Budget rep to turn the integration on. If you are a new customer to Church Budget please contact them directly to set up your account. In both cases they will contact us with your account number and we will turn the integration on and notify you once that is complete.  The key to a successful envelope pull by Church Budget is to ensure that the fields in the Family Record have the noted values and if you have multiple schedules the correct family tags have been created.  

Church Budget Envelope Integration Setup

Users who have a single schedule or multiple schedules for your envelope pull will need to be sure your database has the following criteria defined for those parishioners who use budget envelopes so Church Budget can pull the correct list. 

Family Status = Active  and

Inactive = False (because it is not checked)  and

Has Envelopes = True (because it is checked)

Prior to your first pull a suggested practice is to generate the family download report convert the report into a table and sort on the columns (Column R - Family Status Code; Column N - Budget number inactive and Column O - Has envelopes) to be sure values are set correctly for any parishioner who receives budget envelopes. Once all necessary changes have been made in the Family Records contact us to set up the integration. 

Below is a snippet from the Family download report.  Budget #4900 would not be pulled because the budget number is marked inactive = true.  Budget #75 would not be pulled because the has envelopes has not been checked = false. 

If your church would like us to set the values for anyone who has a budget number or anyone within a certain range of numbers to the correct values contact customer support.
The additional field that Church Budget envelope integration looks at is the Mailing Name field. When this field is populated it will be the first line on the budget envelope. If that field is blank then it will default to Salutation + First + Last Name for the first line.  These fields are used to populate the first line on the budget envelopes so you will want to be sure your fields are set up correctly. 

If you have multiple schedules with Church Budget then Family Tags will need to be created for each schedule you currently have. We have established a standard Family Tag name for each schedule. Tag names cannot deviate from the list below. Church Budget pulls from the Family Tag based on the specific schedules you have set up with Church Budget. If your schedule is not in the list below please contact Gabriel Customer Support and we will provide you with the Family Tag Name.

Family Tag Name Description
CBME Church Budget Monthly Envelopes - those members receive a single monthly donation envelope + any special envelopes that your church uses.
CBR Church Budget Regular - those members receive regular weekly envelopes + any special envelopes that your church uses.
CBS Church Budget Special - Receive only the special envelopes that your church uses.  
EGMO Electronic Giving Mailings Only - This family tag consists of families that use electronic giving and will be used by Church Budget when they need to pull Electronic Givers for creating mailing labels for the post office.  This set of families does not use any CB envelopes.  
Finally, when adding or removing a parishioner in your database you will need to ensure that the proper fields in the Family Record are populated correctly. Including adding or removing the family from the Family Tag if applicable.

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