NOTE: Once all steps below are completed, 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 successfully.

In Salesforce:

1. Navigate to Platform Tools > Apps > App Manager
2. If there is not an app named SecureGive, click New Connected App in the top right corner to create one
   1. Name it SecureGive
   2. Enter your desired contact email
   3. Check Enabled OAuth Settings under API
   4. Check Enable for Device Flow under API
   5. Callback URL = https://app.securegive.com
   6. Selected OAuth Scopes should be set to Full Access (full) by selecting it from the Available OAuth Scopes list and and use the right arrow to move it to the Selected OAuth Scopes column.
   7. Uncheck Require Secret for Web Server Flow
   8. Check Require Secret for Refresh Token Flow
   9. Click Save
3. From the App Manage page, find the SecureGive connected app, click the down arrow > Manage.
   1. Click Edit Policies at the top of the page
   2. Set Permitted Users to All users may self-authorize
   3. Set IP Relaxation to Relax IP restrictions for activated devices
   4. Click Save
      1. Note: These changes can take up to 10 minutes according to Salesforce
4. From the App Manage page, find the SecureGive connected app, click the down arrow > View. This page will show the information needed in the following steps

In SecureGive:

1. Go to Settings > Export
2. Fill out all fields
   1. Salesforce Company: i.e. - churchname.my.salesforce.com. Click profile icon in top right of Salesforce and it will be displayed there
   2. Consumer Key: Created in the previous Salesforce steps
   3. Consumer Secret: Created in the previous Salesforce steps
   4. Salesforce Username: For the user that will be used to authenticate Salesforce
   5. Salesforce Password: For the user that will be used to authenticate Salesforce
3. Backfill Date: All transactions from this date forward will be marked to upload to Salesforce, unless they have already previously uploaded
4. Click Save Changes

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

To link Salesforce Locations (Campuses) with Locations in SecureGive:

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

To link Salesforce Donation or Purchase Categories with Categories in SecureGive:

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

To link Members in SecureGive:

You will need to input the Salesforce Contact ID into the Member ID field for each member profile in SecureGive using our simple "Add/Update Member ID" interface. 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 Salesforce matches will appear in the "Add/Update Member ID" panel 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 Salesforce matches that appear in the "Add/Update Member ID" panel at the right, and then click the Update Member ID button.
   If available, you can also click the Edit pencil at the top right of the profile, and then click the Find Matches button next to the Salesforce Member ID blank. Select from one of the possible matches that appear in the "Add/Update Member ID" panel at the right, and then click the Update Member ID button. You can also enter the Member ID manually.

If there is no match or the member does not exist in Salesforce yet, you can use their SecureGive information to create their contact record in Salesforce, then they will appear in the "Add/Update Member ID" interface.

**When all integration steps are completed, transactions will begin to upload overnight each night to the Salesforce database.