PartnerTrac is designed to make getting started straightforward.
Once your organization and account are ready, you can begin
organizing your partners, recording contributions, bringing in
existing giving records, and building the history you'll use
throughout the year.
Let's Get Your Records
On Track.
If you have completed your PartnerTrac annual plan purchase,
provide the information below so we can verify your order and
establish your organization's PartnerTrac account.
Once your setup information is submitted, we will verify your
order and establish your PartnerTrac organization and
administrator account.
Complete the form below using the information for the
organization and administrator who will manage the account.
Complete Your
Account Setup.
From Purchase to Account Access.
PartnerTrac Account Setup
Before you begin entering records, make sure your organization
information and account access are ready. This gives PartnerTrac
the foundation it needs for organized day-to-day administration.
Confirm that the basic information connected to your
organization is accurate before you begin building your records.
Make sure the people who need access to PartnerTrac are able
to sign in and understand the responsibilities connected to
their account role.
Sign in to your PartnerTrac account and begin working with
your organization's partner and contribution records.
Start With the Right Information in Place.
Review Your Organization Information
Confirm Your User Access
Already Ready to Begin?
PartnerTrac works best when you begin with the people,
then connect their contribution activity to the records
you maintain throughout the year.
Begin by creating or reviewing the partner records
your organization will use inside PartnerTrac.
Once partner records are in place, begin connecting
contribution activity to the appropriate people.
PartnerTrac becomes more useful as your records are
maintained consistently instead of reconstructed later.
You do not have to enter everything manually.
If your organization already receives contributions through
Square, PayPal, or another source, PartnerTrac also provides
supported import options for bringing those records into the system.
Build the Record in the Right Order.
Add Your Partners
Record Their Contributions
Keep the History Current
PartnerTrac does not require you to change how your organization
receives contributions. You can enter records directly or bring
supported records in from the systems you already use.
Choose the method that best matches the records your
organization already maintains.
When importing contribution records, review the information
before completing the import so you can confirm that the
records are being interpreted as expected.
Use a supported export or PartnerTrac-compatible
CSV format.
Review names, dates, amounts, and other available
contribution information before importing.
Add the approved records to your organization's
PartnerTrac contribution history.
Confirm that contribution activity is connected
to the appropriate partner records.
PartnerTrac is your recordkeeping platform.
Square, PayPal, and other providers can continue handling the
actual payment or giving transaction while PartnerTrac keeps
the resulting contribution records organized in one place.
Use the Method That Fits Your Existing Process.
Ways to Add Contribution Records
Preview First. Then Add the Records.
Prepare the File
Preview the Records
Complete the Import
Review the Results
PartnerTrac is most useful when it becomes part of your normal
administrative routine. Small, consistent updates help keep
partner and contribution records ready when you need them.
Keep names, contact information, and other partner details
accurate as changes occur.
Add new contribution activity through manual entry or
supported import methods as records become available.
Check contribution history throughout the year so issues
can be identified and corrected before year-end.
Use the records maintained throughout the year to prepare
individual and annual statements when needed.
Keeping records current throughout the year reduces the
amount of information that has to be reconstructed later.
PartnerTrac gives you one place to maintain that history.
Use individual user accounts, appropriate role permissions,
and secure passwords. Avoid sharing passwords between users,
and only provide account access to authorized individuals.
Keep the Record Current as the Year Moves Forward.
Review Partner Records
Record Contributions
Review Giving History
Prepare Statements
Consistency Makes Year-End Easier.
Protect Your Account Access.
Whether you're learning how PartnerTrac works, looking for
an answer to a common question, or need help with your account,
there are several places to begin.
Find answers about PartnerTrac, contribution imports,
statements, plans, account access, and other common questions.
Already have your account credentials? Go directly to the
PartnerTrac portal to begin working with your records.
If you need additional assistance, use the PartnerTrac
Support / Contact page to tell us how we can help.
Include your organization name and a clear description of
what you are trying to accomplish or the issue you encountered.
Please do not submit passwords or sensitive login information.
Help Is Available When You Need Direction.
Frequently Asked Questions
Access Your Account
Contact PartnerTrac
When Contacting Support
Once your organization information, partner records, and account
access are in place, you can begin building a dependable
contribution history and maintaining it throughout the year.
Keep Your Records Moving Forward With PartnerTrac.