Follow these steps to connect the ChMS Elvanto integration to your Giving account.

Please note: You must have at least one chart of accounts listed in your Elvanto account in order to set up up the integration. Click here to learn how to add Chart of Accounts to your Elvanto account.

How to Set-up the ChMS Elvanto Integration with Giving

  1. Log in to your Admin account.

  2. Click the Global Settings button in the bottom-left corner of the screen, which is accessible from anywhere on the dashboard.

  3. Select "Integrations".

  4. Click "Install" or "Configure" on the ChMS Elvanto integration from the New App Integrations page.

  5. If you are installing the Elvanto Integration for the first time it will prompt you to follow a setup wizard which will guide you through the process. Click "Help Me Get Connected" to begin.

    Step 1: Obtaining and Entering Your Elvanto API Key

    First, it will help you connect the integration to Elvanto by entering your API Key.
    If you were using the previous version of the integration, the key should already be present.

    If this is your first time setting up an integration to Elvanto, or the key isn't present, you'll need to retrieve the value by logging into your Elvanto account (details below).

    Not sure what your Elvanto API key is?
    Log in to your Elvanto account and go to Settings > API. Click 'Show' to see the API Key. Copy and paste the value into the form.
    If you are logged in as an admin to your Elvanto account this link will take you to the correct location:

    If the key is not correct, you'll see a red warning icon.
    If the key is correct, you'll see a green icon.

    Once you've entered the key correctly click 'Next' to continue to step 2.

    Step 2: Configuring Settings

    Now that the integration can connect to Elvanto, it's time to configure settings for each campus you wish to sync.

    If you have more than one campus, you can configure and enable just the campuses that you'd like to sync.

    Click 'Next' to configure the settings for the campus.

    Refer to the article on Campus Settings for more information on each setting.
    After you've finished configuring your campus(s) click 'Finish'

    You'll see a notice that your first sync should show up soon, and a reminder to be sure you've configured your fund mappings.

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