Step 1: Configure KleerCard Export Settings

1. Log into your KleerCard account.
2. Navigate to Settings > Integrations > Export Settings.
3. Create a custom export format aligned with Shelby’s import requirements.
4. Choose CSV or Excel and confirm all required data fields appear correctly.
5. Enable negative expense formatting if your Shelby setup requires it.
6. If something looks off during setup, don’t worry. You can continue editing before submission and save changes without losing work.

Step 2: Align Accounts and Categories

1. Map KleerCard categories to your Shelby chart of accounts.
2. Export transactions with ministry, fund, or department fields ready for Shelby mapping.
3. This step protects reporting accuracy and helps users code transactions consistently across teams.
4. Proper mapping also improves the experience for reviewers who search transaction details later by account or ministry.

Step 3: Export and Submit Transactions

1. After charges are reviewed, receipts uploaded, and details confirmed, export the file from KleerCard.
2. Sign into Shelby and complete the importing or submitting process within the appropriate financial module.
3. Confirm the file was received successfully and review totals before posting.
4. This workflow helps churches manage time better while keeping data clean and reliable.

How do I integrate KleerCard with Shelby?

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.

Does Shelby support detailed KleerCard transaction data?

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.

Can multiple users manage KleerCard transactions with Shelby?

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.

Is this integration secure for church financial data?

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.

Will this integration slow down our accounting workflow?

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.

Can I watch a tutorial before setting this up?

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.