- Log in to your F1 account and go to Administration > Integration > Application. Choose the SecureGive Application. Click Enable to grant access to SecureGive.
- Sign in to your SecureGive client admin site. Go to Settings > Export.
- Enter your Fellowship One Church ID. SecureGive transactions from the backfill date forward will upload to F1. When choosing this date, avoid duplicating transactions already entered into F1 or missing transactions by not going back far enough. As an admin, you are able to set a backfill date up to 90 days in the past. If you have not already established this backfill date with us, you can give us a call at 855-895-8951 or send an email to Care@securegive.com. After entering your church ID, click Authorize.
- This should bring you to a Fellowship One login page. Log in using administrator credentials and Allow Access.
- When this process is complete, you can close that window, and you should see a confirmation in SecureGive that your connection is authenticated.
Connect Categories: Now go to Categories > Donations in SecureGive and set up whatever funds are needed. Then click the F1 Fund ID dropdown to view a list of possible F1 funds to connect with. If you already have Active Categories set up that need to be connected to F1, just click the Edit Category button for the category, and you can then follow those same steps to connect to the correct fund.
Connect Members: You will need to input the Fellowship One Member ID into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. You can do this from the All Transactions page or the Members page:
- Go to Reporting > All Transactions. Click the exclamation point in the Member ID column. Based on the member's profile information in SecureGive, a list of possible F1 matches will appear in the "Add/Update Member ID" window at the right. Select the one you want to connect to, and then click the Update Member ID button. You can also enter the Member ID manually.
- Go to Users > Members, and select your desired member. Click the Add Member ID link. Select from one of the possible F1 matches that appear in the "Add/Update Member ID" window at the right, and then click the Update Member ID button.
You can also click the Edit pencil at the top right of the profile, and then click the Find Matches button next to the F1 Member ID blank. Select from one of the possible matches that appear in the "Add/Update Member ID" window at the right, and then click the Update Member ID button. You can also enter the Member ID manually.
As long as Member IDs and Fund IDs are in place, transactions will upload to F1 each night. You will see an Export Status column on your All Transaction reports. This will let you know if a transaction has been Uploaded, is Pending for upload, or has been Requeued because something kept it from uploading. If a transaction is Requeued, you can click on that transaction to see why it didn't upload so that you can correct it.
**You will also need to manually connect your Anonymous Member ID. This can be done under Settings > Organization. Then enter the F1 Anonymous Member ID and click Save.
**If you are switching to F1 after you have members and transactions in your system,
you will need to connect all existing categories to their F1 fund by clicking on the name
of the category and searching F1 funds. Click on the correct fund and be sure to save. For existing members in SecureGive, they will need to be connected with their new F1
Member ID. Although F1 may preserve your old Member IDs somewhere in their system,
they assign their own Member IDs to be used with the direct integration. You can do
this by clicking on the Member ID column from the all transactions report or accessing
their profile in the member’s tab. You will see a button toward the bottom to Search F1
for possible matches. Choose the appropriate one and be sure to Save.