Rock RMS Integration

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.

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.

Set up Rock RMS Integration

  1. Login to your Tithely account.

  2. Select Giving from the left-hand menu.

  3. Click the Back to Tithely 1.0 button. 
  4. Under the 1.0 space click on the My Churches tab on the left side of the screen.
  5. Click on Edit Organization next to the location you'd like to edit.

  6. Click Integrations and select Rock RMS from the integration drop down.

  7. In the API Url enter the web address of your Rock RMS admin portal.
  8. In a new tab, login to your Rock RMS admin portal.

  9. In the main menu, hover over the toolbox and click Security and click rest keys

  10. Click the + to add a new rest key.  Call it TithelyAPI
  11. Copy the Key and click Save. If the key field is empty, click Generate Key, copy the key and click Save. 
  12. Jump back over to Tithely and paste the Key into the Rest Key field. 
  13. Back in Rock RMS, Search for the person TithelyAPI
  14. In the user profile, click the security tab 
  15. Click the + under Security Roles
  16. Find RSR - Rock Administration, select and click Save
  17. Then go Admin Tools and select General Settings
  18. Click Defined Types
  19. Then click Financial - Transaction Type
    Optional: Create a new Transaction Type specific to Tithely transactions
  20. Hover your pointer over the Transaction Type you wish to associate your Tithely Transactions with and note the number ("53" in the example below)
  21. Go back to the Tithely tab and type in the number into the Transaction Type ID field
  22. Go back to the Rock RMS tab and click back to go back to the Defined Types page
  23. Click Financial - Currency Type

    Optional: Create a new Currency Type specific for Tithely transactions

  24. Hover your pointer over the Currency Type you wish to associate ACH transactions with with and note the number
  25. 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)
  26. 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
  27. Click Configure and the connection will be made.
  28. 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

Set Up a Registration Entry Block With the Rock RMS Payment Gateway

The Registration Entry Block can be placed on any page on a Church's Website.

For general information about Event Registration in Rock RMS please consult Rock RMS's documentation:

Please Note: At this time, we only support credit card payments for event registrations.

 

How to Configure a Registration Entry Block

  • Login to your Rock RMS account.

  • From within the admin side of your Rock RMS account, under the wrench icon menu, click 'Event Registration',

  • From within the Event Registration Admin Area, click '+ Registration Template'.

  • Decide if you’d like to automatically have the donor cover the fees or allow user to select cover the fees.

     

    Automatically Cover the Fees in a Registration Template

    By default a registration template is not going to cover the fees. Adding the 'Cover Fees' registration attribute will enable a registration to automatically use cover the fees.
    Follow these steps to add the 'Cover Fees' registration attribute.

    1. Within a Registration Template, under 'Registration Attributes' click on the '+' icon.

    2. Enter Name 'Cover Fees'.

    3. Enter Key 'CoverFees'. (no space).

    4. Field Type 'Boolean'.

    5. Default Value 'Yes' for the registration to automatically cover fees.

       

     

    Allow User to Select Cover the Fees

    By default the registration is not going to cover the fees. If you add the 'Cover Fees' registration attribute it will always automatically cover the fees. You can also make it optional allowing the user to specify if they'd like to cover the fees or not. To do so you need to add both the 'Cover Fees' registration attribute (process outlined above) and the 'User Can Select Cover Fees' registration attribute.

    Follow the steps above to add the 'User Can Select Cover Fees' registration attribute.

    1. Within a Registration Template, under 'Registration Attributes' click on the '+' icon.

    2. Enter Name 'User Can Select Cover Fees'.

    3. Enter Key 'UserCanSelectCoverFees'. (no space).

    4. Field Type 'Boolean'.

    5. Default Value 'Yes' for the registration to allow users to select to cover fees.

       

     

    Use a Custom Tithely Event Registration Block

    1. Click 'CMS Configuration' on the list displayed inside the briefcase icon.

       

       

    2. Then click 'Pages'.

       

       

    3. Find the location you want to add the custom registration block. (Probably the 'Registration' page under Calendar that comes with Rock by default.)

       

       

    4. Under 'Blocks From Page' remove the default Registration Entry block and replace it with the 'Tithely - Registration Entry' block by clicking 'Add Block to Zone'.

       

       

    How to Set Up a Transaction Entry Block With the Rock RMS Payment Gateway

    The Transaction Entry Block can be placed on any page on a Church's Website. Below, we create a new page called Tithely Giving to guide you through the process.

    1. Login to your internal Rock RMS.

    2. From within the Admin side of your local Rock RMS, click 'CMS Configuration' from the list inside the 'briefcase' icon.

    3. Click 'Pages' from the options provided.

    4. Add a page for 'Tithely Giving' as you would add any page in Rock RMS.

    5. Under 'Blocks From Page' click on 'Add Block to Zone'.

    6. In the picker that opens, enter whatever name you'd like. For 'Type' choose 'Tithely Transaction Entry'. Choose other options desired and click 'Save'.

    7. Click the settings 'gear' icon for that block to configure.

    8. In the picker that comes up, choose 'Tithely' for the Credit Card Gateway and ACH Gateway. Select other desired configurations (unrelated to the Tithely Gateway) and then click 'Save'.

    Helpful Notes for Transaction Entry Block

     

  • Fund / Location Mapping
    We do not currently support Fund Mapping or Location Mapping for this integration. All transactions from Rock RMS (regardless of fund and location) will be sent to a single Tithely Location and Fund.

  • Batches
    All transactions within a single date are automatically batched and sent over to Tithely once a day.

  • Cover the Fees Transaction Amounts
    In the event a donor chooses to cover the fees and gives a gift to multiple Rock funds, the fee amount will be split up and added to both gifts / funds.

  • Scheduled Transactions
    The Transaction Entry Block does support the ability to do scheduled transactions. The Rock 'Schedule Id' = the Tithely 'Recurring Gift Id'.

    Cancelling a scheduled transaction on Rock with cancel the recurring gift on the Tithely side.

  • Refunds
    The Transaction Entry Block does support the ability to do refunds. When processing a refund, make sure to check 'Process refund through financial gateway'.

     

    If you try to refund the same transaction more than 5 times, the user's account can get locked. If this happens, please contact Tithe.ly Support.

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