If you are searching for how to integrate KleerCard with Shelby, this comprehensive tutorial walks through the essential steps so your church can continue managing expenses with confidence, clarity, and less wasted time.

The KleerCard integration with Shelby simplifies managing KleerCard transactions by connecting your credit card data to your church accounting workflow. This helps churches protect financial data, reduce manual submission errors, and give ministry teams a clearer experience when reviewing charges.
Every KleerCard account includes white glove onboarding. Our team helps configure export settings, map accounts, and walk users through the Shelby workflow so nothing gets missed.

If your church already uses Shelby, connecting KleerCard is straightforward. There are no surprise integration fees, no forced workflow changes, and no learning curve for your accounting team. Continue using the systems you trust while gaining better visibility into KleerCard transactions month after month.
The process for how to integrate KleerCard with Shelby uses a file based workflow rather than a live sync. You configure export settings in your KleerCard account, then submit KleerCard transactions into Shelby, giving your church full control over review, submission timing, and how charges are posted. This approach is essential for churches that want flexibility without disrupting existing accounting practices.
Yes. Shelby supports importing detailed credit card information, including charges, account codes, and transaction details tied to specific ministries. This allows reviewers to search, learn, and understand how funds were used without digging through emails, spreadsheets, or separate systems.
Absolutely. Multiple users can submit transactions in KleerCard before import into Shelby. Each user can create submissions with receipts and details, improving the overall experience for accounting staff while keeping every ministry aligned.
Yes. KleerCard is built to protect sensitive data throughout the exporting and submitting process. Clear records help churches safeguard credit card information, support compliance, and prepare confidently for audits or internal reviews.
No. Most churches find that managing KleerCard transactions with Shelby actually saves time over the long run. Instead of manual entry and repeated corrections, teams submit clean files once, confirm they were received, and continue with confidence even as transaction volume grows.
Yes. KleerCard provides videos and a comprehensive tutorial that walks through the full setup step by step. You can watch, pause, and learn at your own pace, or continue with guided support through email if questions come up or an oops moment happens during setup.


Speak to a member of our team and we can have you up and running in minutes, not weeks.