Tithely Giving and Elvanto Integration

Looking to connect your Tithely giving to Elvanto? The Elvanto integration will simply push giving records from Tithely into your Elvanto account automagically for you. How often and to what funds these gifts are recorded in Elvanto will be determined by the settings you have selected.

The integration should only be set up in 2.0 at this time. If in both, you will experience duplicates.

Set Up the Integration

To set up the integration, you will need your Elvanto API Key. Once you have this information, you will need to follow these steps to set up the Elvanto Integration for the first time:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page, click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the Elvanto integration and click Install.

  4. You will be redirected to a page that looks like this:

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  5. Stay on this page until the next page loads; otherwise, you will need to redo the integration setup again. Do not click on the links in this window, as it will stall the setup. Then click the green button that says "Help Me Setup the Integration"
  6. On the next page, input your Elvanto API Key and click Next. 2022-08-29_10-51-08.png

  7. Decide if you want to receive email notifications. If so, toggle the enable emails to active and include the email address you'd like to receive email notifications. Click Next when complete.

  8. Choose the campuses you want to connect to through the integration and click Next.

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  9. Select the campus settings (you can learn more about each in the Integration Campus Settings section below) and then click Next. (If you selected multiple campuses in the previous step, you will complete step 3 for each campus) 2022-08-29_10-53-55.png

  10. Confirm your selections and click Finish. If you need to make, any changes click Edit beside each section.
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  11. You will see a "That's it!" Message. Be sure to connect the rest of your Tithely Funds to Elvanto Accounts so that the giving syncs properly when it synchs. Either click the "For more settings, check out fund maps" link or follow the instructions below to configure fund mapping. If you have multiple campuses, you must make sure you connect/map funds for each campus.

  12. You'll see your dashboard update and show synch history once we have completed sending your first transaction over. Depending on the settings you selected under Elvanto Batch Giving, you will see the most recent deposit sync show in the dashboard if you selected Deposit or if you have Daily selected, it will bring over the last day of transactions. 

  13. Make sure you switch Enable Synch to Active in the campus settings (this is what turns the integration on for each specific location).

Integration (Campus) Settings

Follow these steps to make changes to the campus settings:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page, click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Enter the Elvanto integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. This will open the Campus Settings, where you can adjust the integration. View the chart below for a list of all the options and functionality available. The options selected on this page are autosave.

If you have multiple campuses, you will need to set up the campus settings for each campus location. Each campus's settings must be configured, and the enable campus toggled to active before syncing of that location's data to Elvanto will occur.

Enable Sync

This turns on the integration between Tithely and Elvanto for this campus. If it is inactive, no transactions from this campus will pass into Elvanto. If its active transactions for this campus will push into Elvanto. By default, this is set to disable.

Enable Emails

If active, the email addresses provided in the field below will receive an email every time Tithely pushes giving into Elvanto, if an error occurs, and if the integration becomes disabled.

Default Tithe.ly ChMS Elvanto Account (Fund)

The default fund you select will be used when giving gets recorded to a fund in Tithely and you have not mapped an Elvanto fund up to it before the giving synchs into Elvanto.

Tithe.ly ChMS Elvanto Batch Grouping

If you select Deposit, this will create a new batch in Elvanto containing the transactions in your deposit (named Tithe.ly YYYY-MM-DD Card). In contrast, Daily will create daily batches for all transactions (online and gifts recorded through Admin Batch Giving) that occurred during that day (named Tithe.ly YYYY-MM-DD). *Please note Credit/Debit gifts and ACH gifts create separate batches in Elvanto*
**How often money is deposited is determined in your Deposit Setting in Giving 2.0**

Email Notification Addresses

If you would like the specific campus name to populate in the batch name in Elvanto, select yes. This is helpful if you have multiple campuses being recorded in Elvanto and want to differentiate easily between the batches.

Include Campus Name in Batch Name

If you would like the specific campus name to populate in the batch name in Elvanto, select yes. This is helpful if you have multiple campuses being recorded in Elvanto and want to differentiate easily between the batches.

 

Connections / Fund Mapping

Connections are where you will find your Fund Mapping. Fund Mapping allows you to map your Tithe.ly funds with the funds in your Elvanto account.

For instance, you may have a Tithe.ly giving fund named Youth Missions and want all transactions for that fund to be recorded to the Missions Account in Elvanto. If you do not map your funds, all gifts pushed into Elvanto will be recorded to the default fund (account) selected as the Default Elvanto Account in the Campus Settings.

Anytime you make changes to your funds in Tithely or the chart of accounts in Elvanto, you will want to reconfigure the fund mapping within the integration.

To configure fund mapping, follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page, click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Enter the Elvanto integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. Scroll down to the bottom of the Campus Settings and find the Connections section. Click on the green Connect Funds button.

  6. Select the green Refresh button to update the funds' list and ensure it's current.

  7. Link each Tithely fund to a specific fund in Elvanto.

  8. Once you have connected all the funds, click the green Save button.

  9. Then click the back to locations settings at the top of the screen to return to the Campus Settings. 

 

Integration Dashboard

An entry is created in the Dashboard any time data is sent by the integration (Tithely) to Elvanto. The dashboard serves as a history for you to cross-reference and reconcile what giving came into Tithely compared to what giving was sent to Elvanto.

You'll see your dashboard load once we send your first batch over. From then on, once a night, we will sync any new transactions to Elvanto based on your Elvanto Batch Grouping selection made in your campus settings.

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page, click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the Elvanto integration and click Configure.

  4. Select Dashboard on the left Navigation panel.

    a. You will see a list of synchs we've made to Elvanto.
    b. Use the search bar at the top to search synchs (or batches) made by location or gross amount of gift. Simply hit Enter on your keyboard to trigger the search. To reset the view, clear the search text and hit Enter again.
    c. To see the transactions within a specific sync (batch) click the blue number under the 'records' column.
    d. Will show you the date and time of the most recent synch to Elvanto.

     

  5. If you want a list of all individual transactions rather than synchs (or batches) sent to Elvanto, click the See all Transactions. This will show all Individual transactions, not grouped by batch/synch.

    a. You will see a list of all individual transactions we've sent to Elvanto.
    b. Use the search bar at the top to search transactions made by location, donor's name, and the gross or net amount of gift, and then hit Enter on your keyboard to trigger the search. To reset the view, clear the search text and hit Enter again.
    c. To return to the synchs (or batches) click the Return to Dashboard at the top.

Please Note: Various things can happen when Tithely tries syncing data to Elvanto.

  • If you see an Authentication error - your connection to Elvanto needs to be updated. Follow the steps below in the update API key section and ensure all your information is correct.

  • If you see a message that states An error occurred. The Integrations Team receives a notice about all errors from the integration. If your configuration settings appear to be correct and the error has not been resolved in a few days, please get in touch with our support team. 

Update API Key

Sometimes you may change the API key within Elvanto. If you do this, this will break the connection between your Tithely account and your Elvanto account, which uses these components for the connection.

To update the Elvanto API Key in the integration, follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page, click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Enter the Elvanto integration by clicking the Configure button on the Integrations page.

  4. Click Settings on the left-hand side navigation bar.

  5. Scroll down to Integrations and click Update Credentials.

  6. Update the API key and click Connect to Elvanto.

Uninstall the Integration

If you no longer wish to use the Elvanto integration, you can uninstall it.
To uninstall the Elvanto Integration, follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page, click the Global Settings button (the Person Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the Elvanto integration on the Integrations page and click the trash can in the upper left corner.

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