The following article details how to setup your Rock RMS integration. This integration will push over transactions made through Tithely over to Rock RMS. New batches are created each time a deposit is made. All the transactions from that deposit will be pushed into the batch. Transactions are matched to donors via email address and last name. If no match is found or more than one match is found, a new person will be created and the transaction will be associated with that new person.

To get started, you'll need to be in the Tithe.ly 1.0 space. You can get there by going to Giving, then clicking the button at the bottom of the screen. Once in Tithe.ly 1.0, open the Integrations page by going to My Churches > Edit Organization > Integrations

Select "Rock RMS" from the dropdown,

In the "API Url", enter the web address of your Rock RMS admin portal.

In a new tab, login to your Rock RMS admin portal.

In the main menu, hover over the toolbox and click Security

Click rest keys

Click the + to add a new rest key.  Call it TithelyAPI

Copy the Key and click Save. If the key field is empty, click Generate Key, copy the key and click Save.

Jump back over to Tithely and paste the Key into the Rest Key field.

Back in Rock RMS, Search for the person TithelyAPI

In the user profile, click the security tab

Click the + under Security Roles

Find RSR - Rock Administration, select and click Save

Then go Admin Tools and select General Settings

Click Defined Types

Then click Financial - Transaction Type

Optional: Create a new Transaction Type specific to Tithely transactions

Hover your pointer over the Transaction Type you wish to associate your Tithely Transactions with and note the number ("53" in the example below)

Go back to the Tithely tab and type in the number into the Transaction Type ID field

Go back to the Rock RMS tab and click back to go back to the Defined Types page

Click Financial - Currency Type

Optional: Create a new Currency Type specific for Tithely transactions

Hover your pointer over the Currency Type you wish to associate ACH transactions with with and note the number 

Hover your pointer over the Currency Type you wish to associate credit card transactions with with and note the number ("156" in the example below)

Go back to the Tithely tab and type in the ACH ID number into the Currency Type ID (ACH) field and the Credit Card ID number into the Currency Type ID (Credit Card) field

Click Configure and the connection will be made.

Click on the Giving Types tab and double check your fund accounts have been pulled over. The fund name and ID fields should be populated. 

If you are missing any funds, click the Resync Integration Giving Types link just below the Edit button.

Additional Options

ChMS Name: This will change the language used when presenting users with Login & Password reset links when using the option to have users login using their Rock RMS credentials

Reset Password URL: This is the URL your members should be redirected to if they need their Rock RMS password reset.

IMPORTANT NOTE: setting the Reset Password URL field will enable the Rock RMS SSO feature, which donors will use their Rock RMS credentials instead of Tithe.ly credentials to login. This is considered a legacy feature and may not be supported in future versions of the giving form. The SSO only works with the web giving form and will not function with the Tithely Giving App or Tithely Church App.

Custom Fees Field Attribute Key: Setting this field will pass over the transaction fee for the donation. You'll need to create a custom attribute under Financial Transaction Details in your Rock RMS environment prior to setting this field. Once created, enter in the Attribute Key.

*We recommend that you audit integrations on a bi-weekly basis to ensure that everything is working accordingly and no donations are incorrectly syncing

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