Custom Payment Sources
Overview
Most nonprofits receive gifts from hundreds of different grantmakers, foundations, workplace giving platforms, and other third-party payers.
While Chariot supports a growing network of Payment Sources, not every payer is already connected in Chariot.
Custom Payment Source allows you to connect virtually any payer to Chariot, helping your organization centralize funds and donation data in a single workflow.
Before You Start
Before creating a custom Payment Source, there are a few important differences to understand:
1. The payer must already support ACH payments
Custom Payment Sources only work with payers that can send funds electronically via ACH.
If a payer only sends paper checks, you will not be able to provide them with ACH payment instructions. Instead, we recommend using Chariot's Digital Mailbox.
2. Your team provides the donation data
Unlike Payment Sources, custom Payment Sources only automate the movement of funds.
When a deposit arrives, your team is responsible for uploading the supporting donation files, grant letters, or other documentation associated with the payment.
Chariot will automatically extract the donation information, create donation records, and link them to the corresponding deposit so they can be processed using your normal Chariot workflows.
Create a Payment Source
Navigate to Sources and click Create Source
Search for the payer you want to add
If the payer doesn't exist, create it by providing a name and logo
Click Create Source
Chariot will generate:
A unique account number
A unique routing number
A bank verification letter
Provide these payment instructions to the payer to begin receiving funds electronically.
Important: When you create a Payment Source, you must provide that payer with the specific payment instructions generated for that Source. Using the wrong account and routing number will prevent payments from being associated with the correct Payment Source.
Add Donation Data
When funds arrive from a Custom Payment Source, the deposit will appear in Chariot with an Action Required status.
To create donation records:
Open the Deposit
Click Add Donations
Upload donation files (i.e., PDFs, CSVs, spreadsheets, or grant letters)
Review the extracted donation information
Confirm the donation records
Chariot will automatically create donation line items and link them to the corresponding deposit.
What Happens Next?
Once created, these donations behave just like donations received from any other connected Payment Source.
You can:
Run Policies
Apply Properties
Organize them with Views and Filters
Export them with Export Templates
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