Documentation
Everything you need to know about using Ecclesly to manage your church effectively.
Getting Started
Set up your church account and configure your organization
Member Management
Manage your congregation database
Adding Members
Create member profiles
Member Fields
Contact info, personal details, and membership data
Import & Export
Bulk import from CSV and export member data
Guest Follow-Up
Track and convert first-time visitors
Greeter Kiosk
Volunteer check-in station for services
Families
Group members into households with children
Attendance
Track service and event check-ins
Events
Manage services, classes, and events
Ministries
Organize teams and volunteers
Pastoral Care
Emergency contacts and care info
Staff Management
User accounts and staff setup
Workspaces
People, Finance, Accounting, and Governance workspaces
Workspace Roles
Admin and Viewer roles for each workspace
Roles & Permissions
System roles and permission categories
Donations & Funds
Track giving and manage donation funds
Online Giving
Accept donations online with a customizable giving portal and Stripe integration
Giving Portal
Public-facing portal for donors
Portal Customization
Brand your portal with colors and messaging
Stripe Configuration
Connect Stripe for payment processing
Transactions
View and manage online donations
Payouts
Track Stripe payouts to your bank
Recurring Giving
Manage recurring donation plans
Reports
Online giving analytics and trends
Accounting
Full nonprofit accounting with GL, expenses, budgets, banking, and reconciliation
Accounting Dashboard
Overview of financial health and KPIs
Chart of Accounts
Set up your GL account structure
Fund Mappings
Map funds to GL accounts for automation
Accounting Periods
Manage fiscal years and period status
Financial Close Center
Guided checklist and scoring for period close
Budgets
Create annual budgets by fund and campus
Fixed Assets & Depreciation
Track and depreciate church assets
Journal Entries
Create and post journal entries
Donation Entries
Review and post donation journal entries
Accounting Automation
Auto-post donation journal entries
Expenses
Track church expenditures
Vendors & 1099
Manage vendors with 1099 tracking
Vendor Auto-Detection
Auto-detect vendors from bank transactions
Banking Integration
Connect banks via Plaid
Bank Reconciliation
Reconcile accounts with statements
Uncleared Transactions
Where reconciliation items come from
Handling Unmatched Transactions
Resolve bank transactions with no matching journal entry
Reconciliation Assistance
Auto-matching and smart clearing
Bank to Books Flow
Complete flow from import to period close
Stripe Clearing
Reconcile Stripe payouts with your clearing account
Financial Reports
10 reports including 1099 and audit trail
Governance & Compliance
Approval workflows, external access, and attestations
Data Management
Data retention, export options, and secure data purge process
Integrations
Connect Ecclesly with Stripe, Planning Center, QuickBooks, Plaid, and other services
Frequently Asked Questions
How do I import my existing member data?
Ecclesly supports importing data from CSV files and common church management systems. Go to Settings > Import Data and follow the step-by-step wizard to map your fields and import your records.
Can I customize the donation categories?
Yes! You can create unlimited custom donation categories (funds) to match your church's needs. Go to Settings > Donation Categories to add, edit, or remove categories.
How do I generate year-end giving statements?
Navigate to Donations > Reports > Giving Statements. Select the year and choose to generate statements for all donors or specific members. You can download PDFs or email statements directly to donors.
Is my data secure?
Absolutely. We use industry-standard encryption for all data in transit and at rest. Your data is backed up daily and stored in secure, ISO 27001 certified data centers. See our Privacy Policy for more details.
Can multiple staff members access the system?
Yes! Ecclesly supports unlimited users with role-based permissions. You can assign different access levels to staff, volunteers, and administrators to control what each person can view and edit.
Still need help?
Our support team is here to help you get the most out of Ecclesly. Reach out anytime and we'll get back to you within 24 hours.
Contact Support