Connect to myChms (Church Management)
What You Get
- Offering records post to AIAccount in real time — no monthly Excel exports.
- Auto-categorized by fund (Building, Missions, Welfare, General) into separate revenue accounts.
- Annual offering reports generated in one click — ready for member tax filing.
- Admin expenses (staff allowances, utilities, rent) sync over — P&L stays live.
Integration Steps
Step 1: Generate an API Key in AIAccount
- Log in to AIAccount → Settings → Integrations → API Keys
- Click "New Key", name it
myChms - Grant permissions:
sales.write,expense.write,einvoice.submit - Copy the generated key (shown only once)
Step 2: Paste the Key in myChms
- Log in to myChms admin → Settings → Accounting Integration
- Select "AIAccount"
- Paste the API key
- Click "Test Connection" — you should see "✅ Connected"
Step 3: Map Funds to Ledger Accounts
| myChms Fund | AIAccount Account |
|---|---|
| General Offering | 4001 - General Offering Revenue |
| Building Fund | 4002 - Building Fund Revenue |
| Missions Fund | 4003 - Missions Fund Revenue |
| Welfare Fund | 4004 - Welfare Fund Revenue |
Step 4: Test the Sync
Enter a test offering (RM 10) in myChms. Within 10 seconds, check the Receipts list in AIAccount — the entry should appear automatically.
FAQ
- Will historical data sync automatically?
- No, only new records after connection. To migrate historical offerings, contact us for bulk-import assistance.
- What happens if a sync fails?
- Failed entries stay in myChms's retry queue, retrying every 10 minutes for up to 3 attempts. After that, you'll be notified via WhatsApp/email.
- Will member personal details sync?
- No. For privacy, only amount, fund category, and date are synced — not names or contact info.