Overview
Giving integrates with RockRMS to streamline donation management and donor data. There are two integration options:
- Basic Integration: Giving pushes donation transactions into RockRMS.
- Plugin Integration: A Ministry Brands plugin enables two-way syncing of donors, payment methods, transactions, and recurring donations.
Note: If you do not see RockRMS option in Giving Integrations, please contact Support.
At a Glance
Feature | Basic Integration | Plugin Integration |
| Push Transactions to Rock | ✅ | ✅ |
| Pull Donor Data from Rock | ❌ | ✅ |
| Sync Payment Methods | ❌ | ✅ |
| Sync Recurring Donations | ❌ | ✅ |
| Refund Transactions in Rock | ❌ | ✅ |
Why Use the Plugin Integration?
The plugin provides enhanced functionality:
- Two-way syncing of donor and transaction data
- Real-time updates between platforms
- Ability to manage refunds directly in RockRMS
- Improved accuracy and automation
Before You Begin
Make sure you have:
- Admin access to both Giving and RockRMS
- A REST API key created in RockRMS
- The Ministry Brands plugin installed from the Rock Shop
- A designated Depository Account and Fund in Giving
Steps to Integrate
1. Install the Plugin
- Go to the Rock Shop in RockRMS
- Search for and install the Ministry Brands plugin
2. Create a REST Key in Rock
- Navigate to Admin Tools > Security > REST Keys
- Add a new key named “Ministry Brands”
- Generate and copy the key
- Save and reopen the key
- Go to /person/{key_id}/security and assign these roles:
- RSR - Family Manager
- RSR - Finance Administration
- RSR - Rock Administration
3. Configure Integration in Giving
- Go to Settings > Integrations
- Select RockRMS
- Enter your Rock admin URL and the REST API key
- Save the configuration
4. Activate the Plugin
- Go to the Rock Shop Plugin Integration tab in Giving
- Copy the Giving API Key
- Choose a Depository Account and Fund
- Activate the plugin
5. Add Financial Gateway in Rock
- Go to System Settings > Financial Gateways
- Add a new gateway named “Ministry Brands Gateway”
- Select Ministry Brands Gateway as the type
- Paste the Giving API Key
- Save and update donation blocks/events to use this gateway
What Syncs Between Systems
Donors
- Created in Giving → Added to Rock
- Created in Rock → Synced only after donation
- Updated Fields: Name, phone, address
- Anonymous Donors: Marked non-anonymous when matched
Payment Methods
- Created in Giving → Pushed to Rock
- Updated Fields: Expiration date, person ID
- Deleted in Giving → Removed from Rock
Transactions
- Created in Giving → Pushed to Rock
- Updated Fields: Amount, fund, status, batch, recurring link
- Deleted in Giving → Voided in Rock
- Refunds: Can be processed directly in Rock with plugin
Recurring Donations
- Created in Giving → Synced to Rock
- Updated Fields: Frequency, amounts, payment method, status
- Deleted in Giving → Marked inactive in Rock
Troubleshooting & Error Messages
Error Message | What It Means | Suggested Action |
| Person not found | Donor doesn’t exist in Rock | Check donor sync settings |
| Anonymous donor not allowed | Cannot sync linked items | Update donor to non-anonymous |
| Missing name | First/last name required | Complete donor profile |
| Donor push disabled | Integration is turned off | Enable and retry |
| Multiple matches found | Ambiguous donor creation disabled | Merge duplicates or enable ambiguous creation |
| Gateway not found | Financial gateway missing in Rock | Verify gateway setup |
| Transaction mismatch | Amounts differ between systems | Correct in Rock and retry |
| Internal error | Unexpected issue | Contact support or dev team |
FAQs
Q: Can I sync donors created in RockRMS to Giving?
A: Only after they make a donation. Giving does not import Rock-only members.
Q: What happens to deleted donors or payment methods?
A: Deletion is not synced between systems to avoid unintended data loss.
Q: Can I refund transactions directly in RockRMS?
A: Yes, if the plugin is installed and activated.
Q: What if I have multiple Ministry Brands gateways?
A: Giving will push payment methods to each gateway, which may appear as duplicates.
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