If you are an existing Qgiv customer, you can integrate your eMatch Portal account directly into your donation form. 

To set up the integration first navigate to the Qgiv form you want to add the integration to. Simply click Go To A Form from your Org-Level Dashboard then select the form you want from your list of forms.

Then, click Form Settings and scroll down and enable the Enable Matching Gifts toggle. Then, select HEPdata from the list of matching gift partner services. If you aren’t already signed up with HEPdata, click "Get started with HEPdata" to create your organization’s account.  After creating an account, a HEPdata representative will reach out and provide your API Access Token.

Enter your HEPdata API Access Token. Then make sure API Connection shows as Connected. You can receive your API Access Token by contacting HEPdata.

Save your form settings then select View Form to ensure the HEPdata matching gift search bar appears on your form.

Now, when your donors make their gifts, they’ll see the search bar with messaging encouraging them to search for their employer and determine if their donation is eligible for a matching gift.

Donors can search for all or part of their employer’s name then select it from the list. If the employer’s name doesn’t appear it means they don’t have a matching gift program monitored by HEPdata. Instead, donors should ask their employer directly if the company has a matching gift program.

They can then complete entering their payment details and finish making their donation. This integration works with both one-time and recurring donations. If the donor sets up a recurring gift and selects their employer from the matching gift search bar a matching gift record will be created for each instance of their recurring donation.

If they elected to seek a matching gift, the donor will receive an email automatically from HEPdata (no-reply@matchinggifts.com) with links to their employer’s matching gift paperwork.

They then submit the paperwork listing your nonprofit as the beneficiary of the match. Note that different employers have different matching gift requirements and not all applications are completed in the same way.

You can check the status of matching gifts in the Matching Gifts Report.

If you need an in-depth look at the details of a matching gift or determine whether a transaction is associated with a matching gift, locate the matching gift's Transaction ID and click it to view the Transaction Details page.

At the top of the page you'll see two buttons. One directs you to the Transaction Details page of the original donation. The other voids the matching gift (used if the donor notifies you their donation was ineligible for an employer match). Beneath that are the matching gift transaction details.

You can also view a donation's associated matching gift. If you open the Transaction Details page for a donation associated with a matching gift, an option is added at the top of the Transaction Details page to View Matching Donation.