NOTE: Prior to completing the below integration steps:
- In Shelby Financials, you must have at least one Company and at least one Donors & Gifts Purpose set up.
- In ShelbyNext Giving you should have the Funds(purposes) you want available for online giving set-up in Fund Management (Gear Icon>Fund Management).
- To receive online payments, create and publish a Form in ShelbyNext Giving.
- Log into ShelbyNext Giving.
- Go to the Gear Icon > ChMS Integration.
- Choose Shelby Financials from the drop-down of Available Integrations.
It will ask you for information from your ShelbyFinancials Database next.
- Enter your public Shelby Financials URL. Be sure to include the / at the end – EXAMPLE: https://yourchurch.myshelby.org/
- Log into Shelby Financials.
- From your main screen go to Utilities > Organization.
- Click the Security Settings tab on the left.
- Click Generate Secret.
- Copy the API Secret that populates.
- Scroll down and click UPDATE.
- Go back to ShelbyNext Giving and paste the Secret API in the API Secret box then click Save API Info.
The system will take a moment to verify the credentials, then the screen will refresh.
- The next step is to map your Giving System Funds to the corresponding Donors & Gifts Purposes.
NOTE: If nothing is populated in the Company or Purpose lists, click the Refresh Shelby Financials Fund List button, then proceed.
- Once your Funds are mapped, click the Add New Fund Mapping to Save the Mapping.
- Continue mapping steps until all Giving Funds have been mapped.
- Proceed to the next setting, New Person Mapping. This is where you indicate to the system how to handle donors that it does not find in Financials.
- When Enabled, it will create the record in Financials and attribute the gift to them.
- If you choose to Disable, the gift will still process but the record of the gift will be placed on a Sync Error List in Giving to be reviewed/resolved by your team.
- To Save these setting and complete integration, click Enable Shelby Financials Integration.
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