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Mapping gifts to the right constituents for accurate engagement tracking: a step-by-step guide

Follow this step-by-step process to clear your gift mapping queue — link every donation to the right constituent so giving history is tracked accurately and your data stays clean.

Written by Sarita Markande

When a donor gives through Almabase, each gift needs to be linked to the correct person in your database. This link is called a mapping — it connects an incoming gift to an existing constituent.

Mapping is what ensures that every donation is attributed to the right person. Without it, the gift sits unlinked — it won't appear on the constituent's giving history, it won't sync to your CRM if you use a native integration (Raiser's Edge or BBCRM), and while it will still appear in giving exports, it won't be connected to a constituent on the file. Whether you sync data automatically or export it manually, mapping is the step that keeps your records accurate and complete.

A handful of unmapped gift records is normal after a giving day or campaign — a first-time donor the system has never seen, a long-time supporter whose email changed, someone who gave under a nickname or a different email. This guide walks you through clearing those unmapped records so your queue reaches zero and every gift is properly linked.

How It Works

Before you start: not every record needs manual mapping

You don't have to map every gift by hand. The system has a built-in auto-mapping capability that automatically links gifts to the right constituent the moment a donation is made. In most cases, auto-mapping handles the majority of your records — only the ones it can't confidently match land in your queue for manual review.

How auto-mapping works:

When a donor gives, the system looks for a matching record using the rule you've configured. It checks Almabase first; if no match is found there, it checks your connected CRM. If exactly one record matches the rule, the gift is auto-mapped — you never see it in the queue. If no record matches, or if multiple records match, the system can't decide for you, and the record lands in your unmapped queue.

Choose your matching rule under Gift Settings → Auto mapping settings. The available options are:

  • Email only (default) — matches when the donor's email matches exactly one record

  • Name and email — requires both name and email to match

  • Name, email, or phone — broadens the match to include phone number

A broader rule means more gifts auto-map and fewer land in your queue. A stricter rule gives you more control but means more manual review.

For a full walkthrough of each rule and its trade-offs, see Auto-mapping Rules: Matching Guests and Gifts to your Constituents.

Step 1 — Open the unmapped queue

Records that auto-mapping couldn't place land in the unmapped queue. To access it, go to your Gift dashboard and click Review and Map.

Step 2 — Filter by campaign or gift type(optional)

At the top of the queue, use the filters to narrow down to a specific giving campaign or gift type. This is helpful after a giving day when you want to clear that campaign's queue while the donor list is still fresh. Skip this step if you want to clear the entire queue at once.

The queue organizes records into three sections based on how confident the system is that it found the right match:

  1. Ready to Approve — high-confidence matches

  2. Needs Review — probable matches that need your judgment

  3. New Constituent — no match found

Work through these sections in order, starting with high-confidence matches. This lets you clear the bulk of your queue quickly and saves your judgment for the records that truly need it.

Step 3 — Clear high-confidence matches (Ready to Approve)

Select the Ready to Approve section. These are gifts where the system found a single strong match — for example, the phone number matched and the name is close, but the email didn't match exactly.

For each record, you can:

  • Confirm the mapping — proceed with the suggested match

  • Remap — search for and link to a different record on Almabase or your CRM

  • Skip mapping — leave the record unmapped for now. Not recommended for gifts — unmapped gifts will not sync to your CRM, won't be linked to a constituent in exports, and won't track engagement.

  • Ignore — exclude this gift from sync entirely. Use this only if you do not intend to sync this gift to your connected CRM. It is strongly recommended to map every gift rather than ignore it.

You can review records one by one, or select multiple and click Map the selected ones to confirm them in bulk.

Tip: If you find yourself consistently approving high-confidence matches, toggle on the option to auto-map high-confidence matches going forward. This keeps them from reaching your queue in the future.

Step 4 — Review probable matches (Needs Review)

Move to the Needs Review section. These are gifts where the system found one or more possible matches, but the evidence isn't strong enough to be confident — for example, the name matches but the email differs, or more than one constituent could be the right donor.

Review each record individually. The queue shows full details of every probable match, including whether the match was found on Almabase or your connected CRM.

For each record, you can:

  • Confirm the mapping if the suggested match is correct

  • Search and remap to a different record

  • Skip mapping — not recommended. Unmapped gifts won't sync or track engagement.

  • Ignore — only if you don't intend to sync this gift to your CRM. Strongly recommended to map every gift.

If you want to clear multiple records at once, select the ones you want to act on and use the bulk action options.

Important: Take extra care with gift mappings in this section. Mapping a gift to the wrong constituent means the donation is attributed to the wrong person — affecting giving history, receipts, and reporting. When in doubt, use the surrounding details (address, giving history, class year) to verify before confirming.

Step 5 — Handle records with no match (New Constituent)

The New Constituent section contains gifts where no match was found on Almabase or your connected CRM. These are likely new donors who aren't in your database yet.

For each record, you can:

  • Create a profile — add them as a new constituent on Almabase (they'll then be mapped and their gift linked). This is the recommended action for new donors — without a profile, the gift can't sync or track engagement.

  • Search and map — if you believe a record exists that the system missed, search for it manually

  • Skip mapping — not recommended. Unmapped gifts won't sync or track engagement.

  • Ignore — only if you don't intend to sync this gift to your CRM. Strongly recommended to map every gift.

For bulk actions, you have the option to create records in bulk for everyone in this section. Since donors almost always have contact information (email is typically required on giving forms), the Only create records with contact info toggle should have minimal impact here. It is recommended to create profiles for these donors — not doing so leaves their gifts unlinked, which means no sync, no engagement tracking, and no constituent attribution in exports.

Step 6 — Confirm sync is unblocked

Once your queue is clear, every gift is linked to the right constituent. This means:

  • Giving history is accurate — each donation appears on the correct constituent's record

  • Exports are clean — when you export giving data, gifts are attributed to the right donors

  • Sync is unblocked (if you use a native CRM integration) — mapped gifts flow to Raiser's Edge or BBCRM on the next sync cycle

To verify, return to your Gift dashboard. The Gift matching card should show zero pending.

Keeping your queue manageable

A few habits keep the queue from piling up:

  • Map after every giving day and campaign while donors are fresh in your mind and you can confidently identify people.

  • Tune your auto-mapping rule if you're repeatedly reviewing the same kinds of matches. A broader rule catches more automatically; a stricter rule gives you more control.

  • Clear high-confidence matches in bulk first every time — it's the fastest way to shrink the queue to just the records that need real judgment.

FAQs

Do I have to map every single gift before anything works?

Gifts that are already mapped are tracked and available for sync or export immediately — only unmapped gifts are held back. You can clear part of your queue and return to the rest later.

That said, it is strongly recommended to map every gift. Unlike event guests (where accompanying guests can remain unmapped), every gift represents a donation that should be attributed to the right person. An unmapped gift won't sync, won't appear in the donor's giving history, and won't be linked to a constituent in exports. If you truly don't need a gift synced, you can use Ignore to remove it from the queue — but this should be the exception, not the default.

What's the difference between auto-mapping and the mapping queue?

Auto-mapping runs automatically the moment a gift is made, linking clear matches instantly — you never see those records. The mapping queue holds the leftovers: records where there was no match, multiple possible matches, or only a weak signal.

A gift has two strong matches. Which one do I pick?

The system surfaces both so you can decide. This usually happens with a parent and child who share details, or with duplicate profiles. Look at surrounding details — class year, address, previous giving history — to identify the right donor. If the two records are actually duplicates of the same person, that's worth cleaning up in your CRM or on Almabase separately.

What's the difference between Skip and Ignore?

Skip mapping leaves the gift unmapped — it stays in the queue and can be mapped later. Ignore is a deliberate decision to exclude that gift from sync entirely, and it removes the record from the queue.

Skip is not recommended for gifts. An unmapped gift will not sync to your CRM, won't be linked to a constituent in exports, and won't count toward the donor's engagement history. If you skip a gift, plan to come back and map it.

Ignore is an option if you genuinely do not intend to sync this gift to your connected CRM. However, it is strongly recommended to map every gift to ensure accurate giving history and engagement tracking. Use Ignore only as a deliberate exception, not as a way to clear the queue quickly.

In both cases, the gift itself is unaffected on Almabase — these actions only control whether the donation is linked to a constituent.

I chose Skip or Ignore by mistake. Can I undo it?

Yes. If you catch it right away, use the Undo option in the confirmation message. If you've already moved on and the record is no longer in the queue, navigate to the individual gift record to reverse the action.

I mapped a gift to the wrong person. How do I fix it?

If the gift hasn't synced yet, go to the individual gift record and update the mapping. If it has already synced, you'll need to correct the constituent assignment directly in your CRM. To prevent this in the future, take extra care with medium- and low-confidence gift matches — verify the donor using address, class year, or giving history before confirming. Your Customer Success contact can help review your setup.

The same donor shows up unmapped for every campaign. Why?

Mapping applies to a specific gift, not to the donor permanently. This is intentional — it lets you handle each donation in its own context. If a recurring donor keeps appearing, consider broadening your auto-mapping rule so the system catches them automatically.

Does mapping create duplicates in my CRM?

No — mapping is what prevents duplicates. It links a gift to an existing constituent rather than creating a second profile. New constituents are created only when you explicitly choose Create for a record with no match.

When a gift is mapped, does the donation information automatically flow to the donor's profile?

It depends on how your Gift connector is set up. Each connector has rules that control what happens when gift information comes in:

  • Auto — the information flows directly to the Almabase profile as soon as the gift is mapped.

  • Review — the information is flagged for an admin to approve before it updates the profile.

  • Don't update — the information is not applied to the profile.

You can configure these rules globally (for all campaigns) or individually per campaign under Sync configuration and connectors.

One important note: this flow applies only when a gift is mapped to an Almabase record. If a gift is mapped directly to a CRM record (rather than an Almabase record), the gift information does not flow to the CRM directly — the record needs to be connected to an Almabase profile for the information to travel through.

For the full details on how contact information syncs from giving campaigns to your CRM, see Syncing contact information from Events and Giving Campaigns to Raiser's Edge / BBCRM.

How often should I go through this process?

After every giving day and campaign is ideal — the donors are fresh in your mind and the queue stays small. At minimum, a weekly review keeps things from accumulating. The longer gifts sit unmapped, the longer they're missing from constituent giving histories.

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