How To: Set Up Your ChMS API Integration

  1. While logged into theĀ Control Panel, click on Organization in the top right corner of your screen. Then, select ChMS Integration.

  2. Select your organization’s ChMS from the dropdown menu. (Your available integration options may differ from the screenshot below.)

  3. Follow the instructions. (Each ChMS will have independent, specific instructions.)

    NOTE: If your ChMS is not supported via API, click here for instructions regarding exporting your Online Giving data.

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