> ## Documentation Index
> Fetch the complete documentation index at: https://docs.overflow.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Managed Missions

> Send mission-trip donors through Overflow giving and sync gifts back automatically.

Connect Managed Missions to Overflow so mission-trip donors give through Overflow and every confirmed gift syncs back to the right trip and participant automatically.

## Overview

Managed Missions handles trip planning, participants, and fundraising goals. Overflow handles the giving. This integration links the two so a donor who starts on a participant's trip page is handed off to Overflow to complete the gift, and each confirmed gift lands back in Managed Missions tagged to the correct trip and participant. Setup is a one-time job that alternates between the two products, and once it is in place everything runs on its own.

## Key terms

* **Giving Link:** the Overflow link that opens the giving flow for a specific trip. Each Managed Missions trip needs its own Giving Link in Overflow.
* **Purpose Code:** the field on a Managed Missions trip that tells Overflow which Giving Link to open. You paste the Giving Link's `config` value here.
* **Redirect link:** a permanent link you paste into Managed Missions once. It forwards donors into the right Overflow giving flow based on the trip and participant they came from.

## How it works

When a donor selects Give on a participant's trip page in Managed Missions, Managed Missions sends them to the redirect link. The link forwards them into the Overflow giving flow for that trip. After the gift is confirmed, Overflow sends the gift back to Managed Missions and tags it to the same trip and participant. The gift's deposit date updates in Managed Missions after the payout settles.

## How trips, Giving Links, and Funds fit together

This is the piece most admins want to get right up front. The short version: one Giving Link per trip, no per-participant setup in Overflow, and the Fund is just your accounting bucket.

**One Giving Link per mission trip.** The Giving Link is the stand-in for the trip in Overflow. Name it after the trip so the two products line up: a "China 2026" trip in Managed Missions gets a "China 2026" Giving Link in Overflow.

**Do not create a Fund per trip participant.** Per-person fundraising totals are Managed Missions' job. Overflow passes the trip and participant with every gift and Managed Missions credits the right person automatically. There is nothing to set up per participant in Overflow.

**The Fund is only the accounting designation for the money.** Pick a structure that matches how your finance team separates mission trip money in their accounting software. All of these work:

* One shared fund for every trip, for example **Mission Trips**.
* A yearly fund, for example **Mission Trips 2026**.
* One fund per trip, for example **China 2026**.

If you are not sure, start with a single **Mission Trips** fund. It keeps reporting simple, and you can always split into per-year or per-trip funds later.

Here is how one trip maps end to end:

| Managed Missions trip | Overflow Giving Link | Overflow Fund                                            |
| --------------------- | -------------------- | -------------------------------------------------------- |
| China 2026            | China 2026           | Mission Trips (or China 2026, per accounting preference) |

Donors never visit the Giving Link directly. They start on the trip page in Managed Missions and select **Give**, and the redirect hands them into the Overflow giving flow with the trip and participant already attached.

## Prerequisites

* A Managed Missions account with admin access.
* Overflow organization-settings access. Only Organization admins can configure the integration.
* A Giving Link in Overflow for each mission trip you want to accept gifts for.

## Setup

Setup has three numbered steps and one link you copy along the way. Each step is labeled with the product it happens in.

<Steps>
  <Step title="Connect your Managed Missions API key (in Overflow)">
    First generate the key in Managed Missions. Go to **Account Admin > API > Introduction** and select **Generate API Key**. Copy the key.

    In Overflow, open **Organization Settings > Integrations > Managed Missions**. Paste the key into the API key field and select **Connect**. The button reads **Connect** the first time you set the key and **Update** any time you change it later.

    A green check appears once the key is saved and the integration is active. Select **Test connection** to confirm the key actually works before you move on.

    <Note>Screenshot to add: Connect Managed Missions API key in Overflow. Suggested path: `/images/nonprofits/integrations/managed-missions/step-1-connect-api-key.png`</Note>
  </Step>

  <Step title="Copy the Giving redirect link (in Overflow)">
    On the same Managed Missions integration page in Overflow, copy the Giving redirect link. You will paste this in Step 2 and reference its shape again in Step 3.

    The link looks like this:

    ```text Giving redirect link template theme={null}
    donate.overflow.co/api/managed-missions-redirect/{nonprofitSlug}/{tripKey}/{personKey}/{purposeCode}
    ```

    <Note>Screenshot to add: Copy the Giving redirect link in Overflow. Suggested path: `/images/nonprofits/integrations/managed-missions/step-2-copy-redirect-link.png`</Note>
  </Step>

  <Step title="Paste the redirect link into Managed Missions (in Managed Missions)">
    In Managed Missions, go to **Settings > Payment Providers**. Choose **Redirect** as the payment provider and paste the link you just copied. Save the change.

    <Note>Screenshot to add: Paste the redirect link in Managed Missions Payment Providers. Suggested path: `/images/nonprofits/integrations/managed-missions/step-3-payment-providers.png`</Note>
  </Step>

  <Step title="Link each trip with a Purpose Code (in Overflow, then Managed Missions)">
    Now connect each mission trip to its Giving Link. Do this once per trip. You can link more trips at any time later.

    1. In Overflow, go to **Giving Links > View** on the Giving Link for the trip.
    2. Look at the Giving Link's URL and copy the value that comes after `config=`. For example, in `https://donate.overflow.co/give?config=abc123xyz` the value to copy is `abc123xyz`.
    3. In Managed Missions, open the trip and paste that value into the trip's **Purpose Code** field. Save.

    <Tip>Double-check that the Purpose Code matches the Giving Link's `config` value exactly. A mismatch sends donors to a broken giving page.</Tip>

    <Note>Screenshot to add: Copy the Giving Link config value and paste it into a trip's Purpose Code. Suggested path: `/images/nonprofits/integrations/managed-missions/step-4-purpose-code.png`</Note>
  </Step>
</Steps>

That is the full setup. New trips only need Step 3 (a Giving Link in Overflow and its `config` value pasted into the trip's Purpose Code in Managed Missions).

## Donor flow

After setup, the donor experience is straightforward.

```mermaid theme={null}
flowchart LR
    A["1. Donor visits the trip page<br/>in Managed Missions"] --> B["2. Redirected to the<br/>Overflow giving flow"]
    B --> C["3. Donor completes the gift<br/>in Overflow"]
    C --> D["4. Gift syncs back to Managed Missions,<br/>attributed to the trip and participant"]
```

1. A donor lands on a participant's trip page in Managed Missions and selects **Give**.
2. Managed Missions hands them off to Overflow through the redirect link, and Overflow opens the giving flow for that trip.
3. The donor completes the gift in Overflow.
4. Overflow syncs the confirmed gift back to Managed Missions, tagged to the same trip and participant. The deposit date updates in Managed Missions after the payout settles.

## What syncs

Gifts that flow from Overflow back into Managed Missions:

* Card and bank gifts.
* Manually entered cash gifts.
* Recurring gifts. Each recurring charge syncs to the same trip and participant.
* Offline gifts. Cash or check gifts given toward a mission trip can be recorded through manual entry in [Gift Entry](/overflow-for-nonprofits/nonprofit-dashboard/gift-entry), and imports can include the trip and participant references so those gifts sync to Managed Missions too.
* Deposit date updates on each synced gift after the payout settles.

## What does not sync

So you can reconcile expectations, these do not flow back to Managed Missions:

* Crypto, donor-advised fund (DAF), and stock gifts.
* Refunds and chargebacks.
* Contacts, groups, and other CRM records.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Do I need to create a fund for each trip participant?">
    No. Create one Giving Link per trip and skip per-participant setup in Overflow entirely. Participants are handled automatically by the sync. Funds are just your accounting buckets, so a single **Mission Trips** fund covers every trip unless your finance team wants a finer split.
  </Accordion>

  <Accordion title="How does each participant get credit for the gifts they raise?">
    The redirect link carries the trip and participant when a donor is handed off from Managed Missions to Overflow. Overflow sends both values back with every synced gift, and Managed Missions allocates the gift to the right person automatically.
  </Accordion>

  <Accordion title="Where do I find the Giving Link config value?">
    In Overflow, open **Giving Links** and select **View** on the Giving Link for the trip. In the URL, the config value is everything after `config=`. For example, in `donate.overflow.co/give?config=abc123xyz` the value is `abc123xyz`. Paste that value into the trip's Purpose Code in Managed Missions.
  </Accordion>

  <Accordion title="Do recurring gifts sync every month?">
    Yes. Each recurring charge syncs back to Managed Missions and stays tagged to the same trip and participant as the original gift.
  </Accordion>

  <Accordion title="Why is a gift missing from Managed Missions?">
    Check the gift type first. Crypto, DAF, and stock gifts, along with refunds and chargebacks, do not sync. If the gift is card, bank, or manually entered cash and it is still missing, confirm the trip's Purpose Code in Managed Missions matches the Giving Link's `config` value in Overflow exactly.
  </Accordion>

  <Accordion title="Who can set up the integration?">
    Only Organization admins in Overflow can connect Managed Missions and manage the API key. Any admin in your Managed Missions account can paste the redirect link and set trip Purpose Codes.
  </Accordion>
</AccordionGroup>

## Reference

Redirect link template used in Managed Missions Payment Providers:

```text Giving redirect link template theme={null}
donate.overflow.co/api/managed-missions-redirect/{nonprofitSlug}/{tripKey}/{personKey}/{purposeCode}
```

Giving Link URL, with the value you copy into a trip's Purpose Code:

```text Giving Link URL theme={null}
https://donate.overflow.co/give?config=abc123xyz
```

## Next step

Set up a Giving Link for each mission trip you plan to link. See [Giving Links](/overflow-for-nonprofits/nonprofit-dashboard/giving-links) to create one and grab its `config` value.


## Related topics

- [Giving Links](/overflow-for-nonprofits/nonprofit-dashboard/giving-links.md)
- [Contributions](/overflow-for-nonprofits/nonprofit-dashboard/contributions.md)
- [Integrations](/overflow-for-nonprofits/nonprofit-dashboard/integrations.md)