To use your export file for PowerChurch, you will need to make sure the necessary information is entered in the SecureGive system. PowerChurch requires that Envelope Numbers and Purpose Codes are entered to be able to import transactions to their database.

To Connect Envelope Numbers: You will need to input the PowerChurch Envelope Number into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. Do this by clicking the exclamation point in the Member ID column from the “All Transactions” page, and then enter their Member ID and choose the Update Member ID button.

You can also add a Member ID from the donor's profile by clicking the Add Member ID link, entering their Member ID, and then clicking the Update Member ID button. You can also click the Edit pencil at the top right, scroll down to the PowerChurch Member ID blank, and then input the Member ID there. Be sure to select Save.

Purpose Codes: To connect a purpose code, you will go to Categories > Donations or Categories > Purchases. Once on the “Donation Categories” or “Purchase Categories” page, you will click the Edit Category button. Then enter in the purpose code from PowerChurch in the PowerChurch Category ID blank and click “Save Changes” at the bottom.

Once the Envelope Numbers and Purpose Codes are saved, you will go to Reporting > All Transactions and use the date selector to choose the dates you’d like to export. You’ll use the “Export to PowerChurch” option to save your PowerChurch file to your computer. From here, you’ll need to follow the PowerChurch import instructions. If you do not have those instructions, you can reach out directly to PowerChurch, and they can assist!

SecureGive will not track what dates you have exported, so we suggest that you set up a schedule for exporting. We also suggest that you save each file with a name that includes the export dates for easy tracking.