How PartnerTrac Works

From Contribution to Statement— Keep It Connected.

PartnerTrac gives your organization a straightforward process for keeping people, contributions, and giving records connected throughout the year—without requiring you to replace the payment or giving systems you already use.

1
Add Partners Keep partner information organized and connected.
2
Record Giving Bring contribution records into PartnerTrac.
3
Maintain Records Keep giving history organized throughout the year.
4
Prepare Statements Use the records you've maintained when it's time to report.
One connected process. From the partner record to the contribution history to the statement, PartnerTrac helps keep the information together.

One Central Record

Keep Receiving Contributions the Way You Already Do.

PartnerTrac does not have to replace the tools your organization already uses to receive contributions or payments.

Supported records can be brought into PartnerTrac from Square and PayPal, while flexible CSV importing gives organizations another path for records from other systems. Individual contributions can also be entered manually.

Once the records are inside PartnerTrac, they can be maintained with the partner information and giving history already in the system.

The goal is connection, not disruption. Keep the transaction tools that serve your organization while using PartnerTrac as the organized recordkeeping layer.
Your Records Flow Into PartnerTrac
Square Supported CSV Records
PayPal Supported CSV Records
Other Providers Flexible CSV
Manual Entry Direct Contribution Entry
↓
PartnerTrac Organized partner and contribution records
Partner
History
Contribution
Records
Statements &
Reporting

From Import to Organized Record

PartnerTrac Helps Turn Transaction Data Into Useful Records.

Bringing contribution information into PartnerTrac is more than simply storing a spreadsheet. The import process helps connect incoming transactions with the people and records your organization maintains.

STEP 01

Bring In the Records

Upload a supported contribution export or use PartnerTrac's flexible CSV format to bring records from another source into the system.

STEP 02

Connect the Partner

PartnerTrac uses available identifying information to help associate incoming contribution records with the appropriate partner.

STEP 03

Guard Against Duplicates

Supported imports use transaction or external reference information to help prevent the same contribution from being recorded more than once.

STEP 04

Build the History

Imported contributions become part of the organized giving history maintained for reporting, review, and statement preparation.

From transaction to partner history. PartnerTrac helps transform contribution records from different sources into information your organization can actually administer.

Year-Round Administration

Don't Wait Until Year-End to Get Organized.

PartnerTrac is designed to become part of your regular administrative process—not something you open only when statements need to be prepared.

As records are maintained throughout the year, the information you need for review, reporting, and year-end statements is already being built.

Good year-end records begin with good year-round administration. PartnerTrac helps make recordkeeping an ongoing process instead of a last-minute project.
Your PartnerTrac Workflow Throughout the year
01

Search & Review

Find partners and review their contribution history when needed.

02

Maintain Records

Keep partner information and giving activity current throughout the year.

03

Import & Record

Bring in supported contribution records or enter individual contributions directly.

04

Review & Report

Work with organized contribution information for administrative review and reporting.

When Statement Season Arrives Your organized giving history is already there.

Simple From Start to Statement

Put PartnerTrac to Work for Your Organization.

Make year-round giving administration more manageable with a clear, organized process built to keep your records ready when you need them.

View Plans & Pricing Contact PartnerTrac