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Setting up the BBMS Integration
Setting up the BBMS Integration

Learn how to setup a BBMS integration on Blackbaud with Almabase.

Basudha Sakshyarika avatar
Written by Basudha Sakshyarika
Updated over a week ago

Prerequisites

  • Environment Admin Access: A user account (Email 1) with environment access access is required.

  • Institutional Email Account: Set up an institutional email (Email 2) if you don't have one to avoid confusion during staff changes.

  • Ensure the following about Email 2👇

    • This email doesn’t exist on Almabase yet.

    • Is tied to an email inbox you can log into.

    • Has the ability to accept the user invite and log into Blackbaud.

Step 1: Create a Fundraising Role

  1. Select ‘Security’ at the top of the menu bar. (If you don’t find it, try https://host.nxt.blackbaud.com/payments-api instead).

  2. Under ‘Raiser’s Edge NXT roles’, create a new role under ‘Fundraising roles’ by clicking the ‘+’ sign.

  3. Enter the role name and description in the ‘Create Fundraising role’ screen:

    1. This is meant for easier reference in the future.

    2. The ‘copy’ role option will appear if a fundraising role already exists. Feel free to leave this blank.

  4. Mark all permissions as shown in the screenshot.

  5. Click ‘Save’ at the bottom of the screen.

Step 2: Create a Payments Role

  1. Under ‘Payment API roles’, create a new role under ‘Payments roles’ by clicking the ‘+’ sign.

  2. Enter the ‘Role name’ and ‘Description’ in the ‘Create Payments role’ screen:

    1. This is meant for easier reference in the future

    2. The ‘copy’ role option will appear if a fundraising role already exists. Feel free to leave this blank.

  3. Under ‘SKY API Tasks’, select the ‘Access all endpoint’ field.

  4. Click ‘Save’ at the bottom of the screen.

Step 3: Invite a Blackbaud user to the Payments role

  1. Go to the ‘Users’ tab.

  2. Select ‘+ Add user’.

  3. Enter the ‘Name’ and ‘Email’ fields:

    1. Use Email 2

    2. Do not use an email that already exists in Almabase

  4. Select the newly created fundraising role from the Fundraising drop-down under Raiser's Edge NXT.

  5. Select the ‘Create a new user’ option under ‘Security groups':

    1. Select the option with the highest rights.

  6. Choose your newly created payments user from the Payment drop-down menu under Payments API.

  7. Click ‘Send Invite’ to send an email invitation to the newly added Blackbaud user’s email.

  8. Accept the invitation in your email (Email 2).

    • 📖 Ensure you grant Environment admin access to Email 2 (Institutional email ID) in this step if you're looking to use the same account to sync constituents from Raiser's Edge to Almabase.

You can watch the video here for an explanation, too.

Step 4: Invite Almabase to the Payments role

Repeat ‘Step 3’ but enter ‘Almabase’ in the ‘Name’ field and ‘renxt@almabase.com’ in the ‘Email’ field.

Step 5: Connect Almabase and SKY API Console application

  1. Search for ‘SKY API Console application’ in the ‘Available Apps’ tab.

  2. Click ‘Connect’ if the application is not active.

  3. Do the same for the Almabase application.

Step 6: Create a new Almabase User Account

  1. Use Email 2 to create the new user account.

  2. Refer to this video for a step-by-step walkthrough on how to create a new account.

Step 7: Grant the new User Account with Site Admin Access

Log in to your existing Almabase account to grant “site admin” access to the new user account (Email 2).

Step 8: Authorize Payments API on the Blackbaud Authorization page

  1. Go to an incognito window.

  2. Log in to your newly created Almabase user account (Email 2).

  3. Add “/login/blackbaud” at the end of your alumni website URL and you will be redirected to the Blackbaud login page.

  4. Sign in using the Blackbaud account (Email 2).

  5. Select ‘Authorize’ on the Blackbaud authorization page.

  6. Once completed, Almabase will receive a notification on renxt@almabase.com.

Step 9: Notify Almabase

  1. Let your Success Manager/Onboarding Specialist know or write to us at help@almabase.com.

  2. We will enable the BBMS on the platform.


Please write to us at help@almabase.com or through the Intercom Chat 💬 if you have any queries or concerns😄.

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