Sync donor and gift records between ShelbyNext Giving and ShelbyNext Financials via the Financials API

domain: shelbyinc.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. In ShelbyNext Financials, go to Utilities > Organization > Security Settings and click Generate Secret to create an API Secret
  2. Copy the generated API Secret and click Update to save it in Financials
  3. In ShelbyNext Giving, go to the Gear icon > ChMS Integration, choose Shelby Financials, paste the API Secret, and click Save API Info
  4. Map Giving System Funds to the corresponding Financials Purposes/Funds
  5. Click Enable Shelby Financials Integration to complete the connection

Known gotchas

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