Using GivingFire's integration with TouchPoint, your church can sync GivingFire donation data in real-time with your TouchPoint database. Furthermore, you can use this integration to sync all of your GivingFire historical giving data as many years back as you'd like. This guide will walk you through the steps of activating your Touchpoint integration inside GivingFire, syncing historical data, and how to monitor real-time syncing once activated.
Setting up your TouchPoint integration
To start, find the TouchPoint integration in your GivingFire Dashboard under Settings > Data Services > 3rd Party Integrations and then find the TouchPoint section. Click the "Configure TouchPoint" button.
From there, you'll see the TouchPoint settings screen. Enter the following data:
- TouchPoint Site URL: This is the full URL for your Touchpoint URL. Please use the full URL (ex., https://sandbox.tpsdb.com).
- Username & Password: Enter the username and password of a TouchPoint administrative account with the Developer and APIOnly roles added. We recommend using a separate account created just for syncing records between GivingFire and TouchPoint. Note that the Developer and APIOnly roles might not be available to you when setting up the user account within TouchPoint - if this is the case, contact TouchPoint support and they can add the proper permissions.
- Email Integration Errors: Enter the email address of the administrator in charge of GivingFire or Touchpoint. If there are any errors with the TouchPoint sync, we will send a notice to this email address along with any steps needed to repair the sync (if applicable).
- Integration Status: Select "Enabled" to turn on the sync. When enabled, GivingFire will send all transaction data to TouchPoint in real-time as it's created and approved in GivingFire. This won't automatically sync historical giving - this is specifically for ongoing donations.
When you are done, click "Save" to start. GivingFire will test the API connection to check and make sure the settings are correct. If so, you are all set!
Managing Your TouchPoint integration
Once you have set up your TouchPoint integration, GivingFire will automatically sync your data in the background. There is nothing else you need to do! After you successfully save your Touchpoint settings, you'll be redirected to the TouchPoint details page. (You can return to this page at any time by going to Settings > Data Services > 3rd Party Integrations > TouchPoint.) This page will show you the number of synced records and other details of your integration. You can also Disable your integration to stop real-time syncing but keep your settings intact, or Delete your integration to stop syncing and purge your TouchPoint settings from GivingFire.
If you would like to sync your historical giving data to TouchPoint, you can do so by clicking the "Sync all historical data" button on this page. When pressed, GivingFire will attempt to sync your organization's entire donation data with TouchPoint. GivingFire keeps track of what donations have been previously synced with TouchPoint, so there's no danger of duplicated transactions - even if you press this button more than once, or need to sync transactions made while the TouchPoint integration was disabled.
If you have any more questions or would like help setting up your TouchPoint integration, don't hesitate to reach out to your GivingFire Account Manager or open a support ticket at email@example.com. We'd love to help!