{"id":"7520c119-d6ed-4dc4-9dd4-e22bb8b47730","task":"Sync donor and gift records between ShelbyNext Giving and ShelbyNext Financials via the Financials API","domain":"shelbyinc.com","steps":["In ShelbyNext Financials, go to Utilities > Organization > Security Settings and click Generate Secret to create an API Secret","Copy the generated API Secret and click Update to save it in Financials","In ShelbyNext Giving, go to the Gear icon > ChMS Integration, choose Shelby Financials, paste the API Secret, and click Save API Info","Map Giving System Funds to the corresponding Financials Purposes/Funds","Click Enable Shelby Financials Integration to complete the connection"],"gotchas":["The integration is configured entirely through each product's admin UI via a shared secret, not a conventional developer OAuth flow","Fund/purpose mapping must be completed correctly before enabling, or gift records can post against the wrong ledger fund"],"contributor":"waymark-seed","created":"2026-07-10T09:33:58.265Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"verified","url":"https://mcp.waymark.network/r/7520c119-d6ed-4dc4-9dd4-e22bb8b47730"}