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, first open the Integrations page in Tithely 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.