In MinistryPlatform:

1. Go to Administration > API Clients
2. Click NEW
3. Enter SecureGive for Display Name and Client ID
4. Enter a Client Secret. This is the 'password' used by SecureGive to access your MinistryPlatform database. We highly recommend using a password generator to have your Client Secret be very unique and secure.
5. Select a Client User. Choose: API, API | Login: apiuser
6. Authentication Flow: Authorization Code, Implicit, Hybrid, Client Credentials, or Resource Owner
7. All other settings can remain the same
8. Click SAVE

In SecureGive:

1. Go to Settings > Export
2. Fill out all fields
   1. Church Code: This is your MinistryPlatform Domain/URL (i.e. https://mychurch.ministryplatform.net)
   2. Client ID: Created in the previous Step 3
   3. Client Secret: Created in the previous Step 4
3. Backfill Date: All transactions from this date forward will be marked to upload to MinistryPlatform, unless they have already previously uploaded
4. Click Save Changes

Once this API connection has been authorized, you will need to link your campuses, categories, and members in order for transactions to upload successfully. This only needs to be completed once for each.

To link Locations (Campuses) with Congregations in SecureGive:

1. Go to Settings > Locations and select a location
2. On the Edit Location page, choose the respective Ministry Platform Congregation for this location from the Ministry Platform Location dropdown
3. Click Save

To link Donation or Purchase Categories with Programs in SecureGive:

1. Go to Categories > Donations or Categories > Purchases and select a category
2. On the Edit Category page, you will see a Ministry Platform Category ID dropdown for each Campus/Congregation. Click the dropdown to select which Program these transactions should upload to when someone gives to that specific location in SecureGive
3. Click Save Changes
   
   

To link Members in SecureGive:

You will need to input the Ministry Platform 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 that from the All Transactions page or the Members page:

1. 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 Ministry Platform 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.
   
   
2. Go to Users > Members, and select your desired member. Click the Add Member ID link. Select from one of the possible Ministry Platform 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 Ministry Platform 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.

**When all integration steps are completed, transactions will begin to upload overnight each night to the MinistryPlatform database. Be sure to monitor the Export Status column on your All Transactions report to see what transactions may need additional information in order to upload.