CRM 2026 — Admin

Convention payment management · Staff sign-in (magic link)

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Signed in as

Step 1 — Find the Registration

Enter the registrant's pledge code (from the Zelle or Zeffy memo) or their email address.

Pledge Code or Email

Quick Zelle Memo Entry

Use this when you are working straight from the bank memo and want a faster Zelle-only entry flow. Look Up only resolves the pledge code to a registration; Payment to apply always uses the Amount Received you typed — it is not pulled from the bank or from past payments.

Pledge Code (from Zelle memo)

Amount Received (USD)

Date Received

Sender Name (optional)

Batch Zelle Entry

Paste multiple Zelle payments — one per line in the format below. Name is optional.

              PLEDGECODE, AMOUNT, DATE, SENDER NAME

              e.g. LKKB9D, 200, 2026-05-01, John Smith

How to Export from Zeffy

Log into Zeffy → Fundraising → Payments
Filter by your convention donation form and set your date range
Click Export → Itemized Payments
Make sure to include answers to custom questions — this is where the pledge code lives
Drop the downloaded CSV file below

Import Zeffy CSV

Drop Zeffy CSV here or click to browse

Itemized payments export (.csv)

Preview & Sync

CSV Rows

Matched

No Match

Duplicates

Total to Apply

Date	Donor	Amount	Pledge Code	Status	Registrant	Balance After	Flags

Include overpayment rows (payments above remaining balance). Required to apply those rows in one batch.

Pledges & Payment Report

Full list of all registrations with pledge status. Download as CSV (Excel / Sheets) or PDF.

Code	Name	Email	Church	City	Tier	Pledged	Paid	Balance	% Paid	Status	Registered	Pricing / logic