This guide will show you how to set up the integration between RG and GivingForce.
To set up the integration, go to Reward Manager > Integrations, scroll down and click on the GivingForce tile.
Click on the ‘Create new GivingForce’ button. On the Initial Setup screen, you will need to enter the GivingForce Entry Point URL.
The Entry Point URL will be unique for each client and will be provided by GivingForce. Please, add the URL in the 'Value' field.
The following fields can be left blank, as they are not required by GivingForce:
Metadata and certificate
The metadata or the certificate can be downloaded from the ‘Related Links’ section on the right. This needs to be sent to GivingForce.
If they require the metadata as a public URL instead of an XML file, please use theIntegration metadatabutton.
The Mapping page will have pre-populated all fields required by GivingForce:
Once the Employer ID is provided, you can proceed to test the connection via the ‘Start Test’ button. You need to be already logged into your benefits platform before doing this.
The test is successful if the user is redirected to the GivingForce website.
Review and Publish
Once Testing is complete, the integration can be published through the ‘Publish’ button on the Review & Publish screen.