Learn how to integrate eKYROS with CDM+ to smoothly import donations.If you previously used the Stewardship integration into eKYROS, you'll need to migrate to the CDM+ integration after you migrate to CDM+.
Migrating from Stewardship to CDM+ in eKYROS
Choose a cut-over day when you will stop importing transactions from Stewardship and start importing from CDM+ instead. We recommend using the last day you imported from Stewardship.
For example, if you imported from Stewardship on November 1, 2022, you would import donations from CDM+ for November 2, 2022 forward.
If you import donations given in CDM+ using the Stewardship connector the donations may lack funds (designations) or other details.
Please move to the CDM+ connecter as soon as possible. You can safely import gifts given through Stewardship using the CDM+ connector.
Handling Duplicate Transactions
Use a specific cut-over date to avoid creating duplicates in eKYROS. If, however, you import transactions from the same day from both systems you could create duplicate transactions in the eKYROS CenterPiece Transaction Register.
If this happens, do not post the duplicate to the donor file. Instead, mark the duplicate transaction VOID.
How to Connect eKYROS to CDM+
Follow the instructions in this PDF to connect eKYROS to CDM+.
For help in eKYROS please contact eKYROS support:
For help with CDM+ please contact CDM+ support:
- Click the Contact Support button on this page
Will manual checks/cash/in-kind donation entered into CDM+ be sent to eKyros?
No, eKyros will only pull online gifts, just like in Stewardship.
Will Event transactions be seen in eKyros?
No, Event Registration payments in CDM+ will not be sent to eKyros.
Why am I not seeing a transaction in eKyros?
You will first want to process pending donations in your Process Pending Donations queue prior to pulling in your online gifts in eKyros. You can click on this article, https://help.suran.com/stm/process-pending-donations-gifts-97260306.html , for steps on how to Process Pending Donations
A second reason might be that the transaction has not settled yet. You will only see settled transactions sent to eKyros.
How are the donations matched to current donors in eKyros?
eKyros controls how the donations are matched in their system. For clarity, please reach out to eKyros' support team.
If a transaction was in process before the migration and settled after the migration and I use the CDM+ connector, will I see the transaction in eKyros?