Rock RMS Integration 2.0

In this article, we'll guide you through the process of setting up the Rock RMS integration and provide helpful tips and considerations along the way.

User Permissions needed to access Integrations
Account Owner, Admin, or Limited Access with access granted to Administration. If you have additional questions, please reference this article.

Integration Functionality

What it does:

• Allows you to send syncs daily (transaction) or by deposit.
• Looks back 32 days for each sync, but only sends the most recent transaction or deposit upon setting up your integration (depending on your setup).
• Looks back 90 days for all refunds.
• Sends Pledge transactions without pledge details.
• Sends Admin Batch Giving transactions if you set up the integration by Daily (transaction).
• Creates a new user in Rock RMS if one doesn't already exist.

What it doesn't do:

• Doesn't send Event or Pay transactions.
• Doesn't check for duplicate transactions in Rock RMS.
• Doesn't set the default giving fund in Rock RMS (you must do this yourself).
• Doesn't include pledge details in the Pledge transactions.
• Doesn't modify or remove existing transactions in Rock RMS.
  
  

Batch Grouping: Daily or Deposit

When setting up the Tithely integration with Rock RMS, you will be prompted to choose between a daily or deposit schedule for syncing your transactions. The daily option sends a transaction to Rock RMS every day, while the deposit option sends transactions to Rock RMS based on when the funds are deposited.

If your church processes donations daily or multiple times a day, then the daily option would be the best fit for you. If your church processes donations less frequently, such as weekly or biweekly, then the deposit option would be more suitable.

It's important to note that if you plan to use the Admin Batch Giving feature, it's recommended to set up the integration using the daily option.

Consider your church's giving process and frequency when deciding which schedule to use, and don't hesitate to reach out to Tithely support if you have any questions or need further guidance.

Collect Your Rock RMS API/REST Key 

1. Login to your Rock RMS admin portal.

2. In the main menu, hover over the toolbox, click Security, and click REST keys.

3. Click the + to add a new rest key.  Call it TithelyAPI.
4. Copy the Key and click Save. If the key field is empty, click Generate Key, copy the key, and click Save. Save your REST key for use when setting up the Tithely integration. 
5. In Rock RMS, Search for the person TithelyAPI.
6. In the user profile, click the Security tab. 
7. Click the + under Security Roles.
8. Find RSR - Rock Administration, select and click Save.

Set Up the Integration

1. Login to your Tithely account.

2. Select Integrations from the Global Settings menu.
   

3. Locate Rock RMS on the integrations page, and click on the Install button.
   A notice page will load, which will kick off your installation process. Hang tight, the page will reload shortly. 
   
4. Click Help Me Get Connected.
   
5. You will be prompted to enter your API URL and the Rest Key. 
   
6. After clicking the 'Next' button, you'll be prompted to set up email notifications for the integration. You can choose to enable email notifications and specify the email address(es) you want to receive for the entire organization. To add multiple email addresses, separate them with a comma and a space.
   Once you've entered the email address(es), click Next.
   On the next page, you'll be able to select the church campus(es) you want to connect with the integration.
   
7. Select one or multiple campuses to connect. Once you've made your selections, click Next.
    

Integration (Campus) Settings

1. After selecting your desired campus, you will be taken to an area within your church's settings where you can customize the integration.
   Customizations include:
   1. You can choose to enable the sync for the integration and enable emails for this location.
   2. You can choose a default fund for the integration. This is in case a fund is not mapped in the Connect Funds area. If it is not, then it will default to this fund. You must set the default giving fund in order for the integration to push syncs over. 
   3. Select your batch grouping, which can be Deposit or Daily. If you plan to use Admin Batch Giving, we suggest setting this up Daily.
   4. You can choose an email address for notifications specific to this location.
   5. You also have the option to include or exclude the campus name in the batch name, and the timezone will reflect the Tithely timezone settings.
   6. When you've filled out all the required information, simply click Next to continue with the setup process.
      
      
   7. Once you hit next, you will be brought to this page as a final confirmation. Once you have confirmed these settings, click Finish.
      
      This will bring you to your final screen!
      

Connections / Fund Mapping

To connect your Tithely and Rock RMS accounts, you'll need to map your Tithely funds to your Rock RMS funds.
For example, if you have a Tithely giving fund named Youth Missions and want all transactions for that fund to be recorded to the Missions Fund in Rock RMS, you'll need to map them. If you don't map your funds, all gifts pushed into Rock RMS will be recorded to the default fund selected in the Campus Settings. Keep in mind that any changes made to your funds in Tithely or Rock RMS will require you to reconfigure the fund mapping within the integration.
Connect Funds

1. Login to your Tithely account.

2. Select Integrations from the Global Settings menu.

3. Click Configure on the Rock RMS integration from the list.
4. From the left-hand side of the integration dashboard, click on the location needed.
5. Then, scroll to the bottom of the screen and find the Connections area. Click the Connect Funds button.
   
6. Select the Rock RMS fund you want to connect with each Tithely fund.

Connecting Donors

If you're having trouble getting a donor to show up in the integration, there's a solution! In the Connect Donors area, you can connect the Tithely donor to the Rock RMS donor. 

Connect Donors

1. Login to your Tithely account.

2. Select Integrations from the Global Settings menu.

3. Click Configure on the Rock RMS integration from the list.
4. From the left-hand side of the integration dashboard, click on the location needed.
5. Then, scroll to the bottom of the screen and find the Connections area. Click the Connect Donors button.
   
6. Enter the first name, last name, and email address of the donor in question. Click on Search and your donor(s) will appear at the bottom of the screen.
   
7. Next, enter or update the Rock RMS People ID from your Rock RMS account.
8. Finally, click on Update donor mappings to update this information. This will help ensure that all your donors are correctly mapped and synced with the integration.

FAQ

What Syncs with Rock RMS?

*Data refers to the amount a donor has pledged and how much has been contributed to that pledge. For example, if a user has set a pledge amount in Tithely this will not reflect in the receiving platform. Contributions to their Tithely pledge will be recorded as regular donations in the receiving platform.

Default Batch Names

• The default Deposit batch name will be: [available_on: YYYY-MM-DD] [location] Tithe.ly
• The default Daily batch name will be: [available_on: YYYY-MM-DD] [location] Tithe.ly

Uninstall the Integration

If you no longer wish to use the Rock RMS integration, you can uninstall it by following these steps:

1. Login to Tithely and select Giving from the Dashboard.
2. Click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.
3. Find the Rock RMS integration on the Integrations page and click the trash can in the upper left corner.