Shepherd’s Staff Contributions: Vanco, WebTools & Reports (2026)
Learn how to bring offerings into Shepherd's Staff from outside the office: import Vanco online giving, accept batches entered remotely through WebTools, and move batches between computers. Then analyze giving with summaries, Explore and reports. This is session 2 of the Contributions module in the Shepherd's Staff training webinar series from Concordia Technology Solutions. Instructor: Tim Burke, CTS Support. Recorded live on November 3, 2026. All names, Vanco IDs and data shown are from a fictional demo database. You'll learn how to: • Export an offering batch on one computer and import it on another • Add a single offering, a gift in kind credited to a pledge, or a recurrent offering • Link Vanco IDs to contributors and import Vanco online giving as batches • Register, sync and use WebTools to enter offering batches online (requires an active support plan) • Summarize giving by day, fund, year, month and contributor • Use Explore to find who gave or pledged, your top givers, giving patterns and giving ranges • Print envelope box labels and giving comparison reports • Create attendance batches automatically when posting offerings • Combine giving history for a newly married couple and fix a batch posted to the wrong date CHAPTERS 0:00 Welcome and agenda 3:38 Exporting a batch from a home computer 8:46 Importing a batch at the church office 11:14 Adding a single offering 15:19 Gifts in kind and pledge credit 18:01 Recurrent offerings 22:35 Vanco eGiving overview 23:56 Linking Vanco IDs to contributors 25:17 Importing Vanco offerings 29:36 Fixing unmatched Vanco gifts 32:36 Creating batches from the Vanco import 34:55 WebTools overview and registration 38:04 Support status and syncing 41:20 Opening your WebTools portal 43:44 Entering an offering batch online 48:51 Marking the batch ready 49:20 Importing the WebTools batch 52:32 Summaries by day, fund and year 58:49 Summaries by contributor 1:01:30 Explore: giving behavior 1:04:45 Explore: top givers 1:06:12 Explore: giving patterns 1:07:56 Explore: giving ranges 1:09:38 Envelope box labels 1:11:57 Giving by month, year and fund report 1:14:25 Giving by household, giver and fund 1:15:10 Attendance batches from offering batches 1:16:50 Envelope renumbering and pledge tools 1:18:27 Combining contributions for two envelopes 1:20:26 Fixing a batch posted to the wrong date 1:21:52 Quiz 1:27:01 Q&A and wrap-up MORE SHEPHERD'S STAFF TRAINING All sessions: https://www.concordiatechnology.org/shepherds-staff/training Help Center: https://shepherdsstaff.zendesk.com/hc/en-us Resource Center: https://resources.concordiatechnology.org/shepherds-staff NEED HELP? Shepherd's Staff Support: 1.800.346.6120 | support@cts.cph.org #ShepherdsStaff #Vanco #LCMS
