Currently, the Go Method/ FellowshipOne ( F1) integration creates new people records and updates existing people records. Post integration, each time you create a trip or event, you can associate each to a specific fund and sub-fund. Your F1 accounting reports will then include transactions for events. Funds and sub-funds have to be selected in order for Go Method to create contribution receipts in F1. Activities are optional.
There are three steps to integrating F1 with Go Method.
- In F1, give Go Method access to your data.
- In Go Method, turn on integration.
- Associate team member and contributor statuses.