Overview
Top-of-org view of who gives, who doesn't, and how giving stacks up against gross pay. Five KPI cards surface the org-wide health at a glance.
Module · RMS / ChMS
Bridge your church management system to your HR platform.
Upload CSV exports from any ChMS today — or connect Rock RMS directly, one-way inbound, in active build. Auto-match donors to employees. Map family accounts many-to-many. Compare giving against pay — all without leaving CarbonHRM.
Two ways in
Drop a CSV export from any ChMS today — three-step wizard, replace or append, auto-match results per upload. Or connect Rock RMS directly: one-way inbound, in active build.
Data Mapping
Resolve unmapped records. Two-pane layout: records on the left with AutoMatched badges, employee search + multi-select on the right. KPIs track Unmapped / Auto / Manual / Shared.
Relationships
Three-pane manager: employees on the left, entity details in the middle, RMS entities on the right. Cross-highlighting reveals who's mapped to whom and family-account splits.
Giving Data
AG-Grid view of every imported giving record. Year + upload filters. Column sidebar. CSV export. Deep-linkable for sharing a specific slice.
Many-to-many native
One RMS account → multiple employees (family giving). One employee → multiple RMS accounts. Both directions handled at the model level, not as workarounds.
Giving at a glance
Who gives, who doesn't, and how it stacks up against pay.
The Overview screen is where HR and leadership land. Five KPI cards summarize the org's giving health. The table below compares each employee's giving to their gross pay — with the ability to filter, sort, and export.
RMS Integration / Overview
RMS Giving Overview Compare employee giving data against gross pay 2026 ▾
Employees with Giving 364 / 546 of total Full Time Employees on payroll
Below 10% 143 giving under 10% of pay
No Giving Records 126 Full Time Employees with no RMS data
Unmapped Records 1 need mapping
Shared Accounts 1 multi-person accounts
Employee RMS Entity Giving Amount Gross Pay Giving %
Bennett, Daniel Production · Riverbend Bennett, Daniel 484723 $•,•••.•• $••,•••.•• 8.3%
Clarke, Sarah Worship · Cedarbrook Clarke, Sarah 113334 $•,•••.•• $••,•••.•• 7.8%
Donnelly, Marcus Worship · Heritage Donnelly, Marcus 115078 $•,•••.•• $••,•••.•• 6.3%
Ellis, Tobias Support Staff · Riverbend Ellis, Tobias 76760 $••,•••.•• $••,•••.•• 13.3%
Forrester, Olive Guest Services · Riverbend Forrester, Olive 351506 $••,•••.•• $•••,•••.•• 16.9%
(487) Totals $•,•••,•••.•• $••,•••,•••.•• 11.7%
Year over year
2025 $•,•••,•••
2026 $•,•••,••• ↑ 8.4%
CSV upload · available today
Drop the CSV. The wizard handles the rest.
The self-serve path — working today for any ChMS that can export giving to CSV. A three-step wizard guides each upload — pick the file, map columns, process. Replace or append. The auto-matcher fires immediately and shows you exactly how many records landed cleanly.
RMS Integration / Uploads
RMS Data Upload Upload CSV files from your RMS to import giving data and map to employees.
1 Select File 2 Map Columns 3 Process
Year 2026
Upload mode ● Replace existing data for this year ○ Add to existing data
Click or drag CSV file to this area to upload Supports single file upload. Max size: 100MB
Recent Uploads
File Name Year Records Status Uploaded
GivingAnalytics2026.csv 2026 373 367 auto-matched 5 manual 1 unmapped Apr 14, 2026
GivingAnalytics2025.csv 2025 370 301 auto-matched 68 manual 1 unmapped Apr 14, 2025
Auto-matching
The system matches first. You resolve the rest.
By RMS ID
If an RMS entity already exists with mapped employees, new records for that entity auto-match on subsequent uploads.
By email
Match the CSV email to an employee's email in Core HRM. New entity + mapping created automatically.
Many-to-many
One RMS account → multiple employees (family giving). One employee → multiple RMS accounts. Both directions native.
Rock RMS · in active build
Running Rock? Connect it directly.
The direct Rock RMS integration is in active build — first proven with a partner church, now being productized so any church running Rock can connect. Point it at your Rock server, add an API key, and retire the export-and-upload loop.
Governed by the church Standalone tooling that runs in its own dedicated environment. You decide who has access to it.
One-way inbound Rock data flows into CarbonHRM. HR and payroll data never flow out.
Same screens, no re-learning Connected records land in the same auto-matcher, mapping views, and giving-vs-pay Overview as a CSV upload.
RMS Integration / Connections
Rock RMS Connection In active build One-way inbound sync from your Rock server.
Rock Server URL rock.riverbendministries.org
REST API Key ••••••••••••••••••••
Test connection Save connection
One-way inbound — Rock data flows in. HR data never flows out.
Connected
Integrations pipeline
Rock RMS first. The pipeline is shaped by who asks.
CSV upload covers any ChMS today. Direct connections come one at a time — Rock RMS is in active build now, and each one lands giving in the same auto-matcher, mapping views, and Overview the CSV wizard already fills.
Rock RMS Direct integration · in active build One-way inbound from your Rock server — giving records in, HR data never out. 
Planning Center Coming soon 
Breeze ChMS Coming soon Planning Center and Breeze are next on the roadmap — the same one-way inbound model. Running a ChMS you don't see here? Tell us — integrations are prioritized by the churches that ask for them.
Logos and product names belong to their respective owners. “Coming soon” describes our build pipeline, not a partnership.
Resolve the unmapped
The handful that don't auto-match get one screen.
When the auto-matcher can't find a fit (typo in the CSV email, new family account, name spelling difference), records land in Data Mapping. Two-pane workflow — records on the left, employee search on the right. Map and move on.
RMS Integration / Data Mapping
1 Unmapped
367 Auto-Matched
5 Manually Matched
0 Shared
RMS Records 2026 ▾ Auto-Matched ▾
Search by name, email, or RMS ID
Bennett, Daniel AutoMatched
daniel.bennett@riverbendcampus.org $•,•••.•• 4 gifts
Mapped to: Daniel Bennett Clarke, Sarah AutoMatched
sarah.clarke@riverbendcampus.org $•,•••.•• 12 gifts
Mapped to: Sarah Clarke Hayes, Aisha AutoMatched
aisha.hayes@example.com $•,•••.•• 12 gifts
Mapped to: Aisha Hayes Map to Employee Skip
RMS ID484723
NameBennett, Daniel
Emaildaniel.bennett@riverbendcampus.org
Total Amount$•,•••.••
Search employees by name or email
Map 0 Employee(s) Browse the giving data
Every imported record. Filterable, sortable, exportable.
The Giving Data screen is the AG-Grid view of every record across every upload. Filter by year, filter by upload, sort any column, drop into a column sidebar, export to CSV. Deep- linkable so you can share a specific slice.
RMS Integration / Giving Data
RMS Giving Data View all imported RMS giving records with filtering and export capabilities.
2026 ▾ All Uploads ▾ Export
RMS ID RMS Name RMS Email Total Amount Gifts Status Carbon Employee First Gift Ever
484723 Bennett, Daniel daniel.bennett@riverbendcampus.org $•,•••.•• 4 AutoMatched Bennett, Daniel e16f9d8d Oct 27, 2013
113334 Clarke, Sarah sarah.clarke@riverbendcampus.org $•,•••.•• 12 AutoMatched Clarke, Sarah 3e44a17a Aug 20, 2012
324922 Hayes, Aisha aisha.hayes@example.com $•,•••.•• 12 AutoMatched Hayes, Aisha 21580d0f Mar 23, 2014
115078 Donnelly, Marcus marcus.donnelly@riverbendcampus.org $•,•••.•• 13 AutoMatched Donnelly, Marcus ff19c712 Sep 18, 2022
76760 Ellis, Tobias tobias.ellis@example.com $••,•••.•• 23 AutoMatched Ellis, Tobias a91a8242 Aug 7, 2015
Page Size: 50 ▾ 1 to 50 of 373 ‹ Page 1 of 8 ›
Use modes
Replace or add. Your choice.
Replace mode
Previous uploads for the same year are marked inactive (preserved, not deleted). Typical for annual refreshes.
Add mode
Appends new records alongside existing ones. Useful for mid-year top-ups or supplementing a partial export.