Blackbaud Integrated Payments: Euro Account Checklist

Tip: This checklist is for accounts processing in Euros. For other currencies, see Merchant Account Requirements.

Use this checklist to prepare the details you submit during Blackbaud Integrated Payments account setup.

To meet credit card security standards, Blackbaud collects details about your organisation and the person authorised to sign legal documents. All submitted information, including personal information, is encrypted and handled in compliance with Personally Identifiable Information (PII) regulations.

Note: Blackbaud may periodically request updates to account or signatory information. When updates are needed, your organisation receives email and in-product notifications.

Organisation Information

Identification Number

Organisation legal name, address, and website URL

Director Information

For all members of the governing board, include the following:

Contact info (email, phone number, and home address)

Date of birth

Note: For-profit companies must provide either director information or, if applicable, owner information for all individuals who own 25% or more of the business. To provide owner information instead, select An individual owns 25% or more of this business.

Principal Employee Information

The principal employee — or signatory authority — is the individual at your organisation with authority to sign legal documents on its behalf. Often, this person has financial oversight for your organisation and the ability to create new accounts.

Name and work title

Contact information (email, phone number, and home address)

Date of birth

A color copy or picture — front and back — of their ID

Tip: Accepted file types are .pdf, .jpeg, .tif, and .png. Files cannot exceed 5 MB.

Bank Information

To receive direct deposits of funds, provide the following details about your organisation's bank account:

Bank name

Account number and account type

Account holder

Estimated monthly processing amount

Tip: Take the total amount your organisation processed last year and divide it by 12. Blackbaud securely stores this information to better support your payment processing needs.

Estimated average transaction amount

Tip: Take the total amount your organisation processes and divide it by the number of transactions received. Use annual data if available.

A voided bank statement or bank letter

Note: The file must include your organisation's legal name and address, the bank name and contact information, and the account type, routing number, and account number where you receive disbursements. Accepted file types are .pdf, .jpeg, .tif, and .png, and files can't exceed 5 MB.

Tip: Accepted file types are .pdf, .jpeg, .tif, and .png. Files cannot exceed 5 MB.

Account Name, Statement Descriptor, and Account Credentials

During account setup, you also specify:

  • A unique account name to appear internally in places such as lists and reports

  • A statement descriptor to appear on payers' credit or debit card statements, which includes your organisation's name, phone number and email address

    Tip: The statement descriptor helps payers identify transactions and reduce the likelihood of disputes. Enter information exactly as it should appear.

  • A unique username and password to connect Blackbaud solutions to your merchant account

    Note: These credentials are different from your Blackbaud ID.