Configure integration - General tab

1. On the Web Transactions page, under Tasks, select Configure integration. The Configure integration screen appears.

2. Under Blackbaud Internet Solutions access, enter the web address of your organization’s Blackbaud Internet Solutions plug-in web service in the Plugin service URL field.

3. Under Constituents, select a Blackbaud CRM constituent page in the Blackbaud Internet Solutions link page field. When you do this, a Select here to view this constituent icon appears for users mapped to Blackbaud CRM in the grid on the Users page in Blackbaud Internet Solutions. You can select the icon in Blackbaud Internet Solutions to open a user’s constituent record in Blackbaud CRM.

4. Under Addresses, select the address types to assign to default, business, and former address information downloaded with transactions.

   Tip: When you process transactions, you can select a different address type to assign to individual transactions. When you do this, the address type you select for the transaction overrides the default address type you select on this tab. For example, in the Default address type field, you select "Home." When you process a Constituent Update Batch, you assign the address type "Seasonal" to a sign up transaction. After you process the batch, "Seasonal" appears for the address type on the constituent record.

5. Under Primary business relationship, select the relationship and address types to assign to primary business relationships information downloaded with transactions.

   • In the Organization relationship type, Individual relationship type, and Contact relationship type fields, select the relationship types to assign to organizations, individuals, and contacts downloaded with primary business relationship information.

   • In the Organization primary address type field, select the address type to assign to address information downloaded as primary business relationship information.

6. Under Communication preferences, select the solicit code to assign to constituents who have opted out of email communication.

7. Under Spouses, select the relationship types to assign to spouse information downloaded with transactions.

   • In the Spouse relationship type field, select the relationship type to assign to new or current spouse information.

   • In the Removed spouse relationship type field, select the relationship type to assign to changed or removed information. For example, a website user may select "Former spouse" on your profile update web page when he or she has been through a divorce.

8. Under Revenue, specify how to handle revenue information downloaded with transactions.

   • On the website, you can enable site users to enter comments when they make online donations. In the Donation note type field, select the note type to assign to all comments downloaded with donation transactions.

   • In the Channel field, select the channel to assign for all donations and event registration payments downloaded from your organization’s website.

9. Under Matching gifts, specify how to handle matching gift claim information downloaded with transactions.

   • In the Matching gift condition type field, select the matching gift condition type to assign to all matching gift claims downloaded with a transaction.

   • In the MatchFinder Online alias type field, select the alias type to assign to all MatchFinder Online company alias information downloaded with a transaction.

10. Under Phones, select the phone types to assign to all MatchFinder Online business phone numbers downloaded with transactions.

11. Under Emails, select the email address type to assign to email addresses downloaded with transactions.

12. Under Blackbaud Internet Solutions source, select a default information source to use when data from your website is used to create constituents or to create or update contact information. For example, use an information source like “Web update” to indicate that constituent or contact information was submitted through your website.

    • When constituents are created from data in web transactions, the information source appears in the Constituent source field on the Origin tab of the Constituent History page.

    • When addresses, phone numbers, and email addresses are created or updated based on data in web transactions, the information source appears in the Information source field on the Contact tab of the constituent record.

13. Select Save. You return to the Web Transactions page.