Getting Started Questions for Checkout

 

How do I get started?

Existing Blackbaud Merchant Services accounts will complete these steps.

See Update your Checkout Experience for Donation Forms for detailed help.

  1. First, create a new merchant account. In Setup, Product Configuration, Merchant Accounts, select Create Account. In Blackbaud Merchant Services Checkout Account, select an account appended with "Checkout."

    Create Merchant Account screen to choose Checkout account

  2. Add either the Checkout modal or Checkout embedded to existing forms. (New forms automatically include the modal element.)

    Add Checkout modal data element on donation form screen

  3. Edit your campaign to use the new checkout merchant account from step 1.

    Note: If your existing campaign used a merchant account that was configured with a gateway to support Legacy Blackbaud Checkout, either create a new campaign or use a temporary merchant account.