How to setup Blackbaud

1. Obtain you Blackbaud Client Id ,Client Secret and set redirect URL

In order to get the public and secret key please log in to your Blackbaud instance and follow the steps below:

  • Login to your Blackbaud instance.
  • Open your Blackbaud SKY Developer account.
  • Select My applications from the Developer account options.
  • Click and open the application that you want to be connected with Payments2Us.

If you don't already have an application then you can use the the following help guide to create one: https://developer.blackbaud.com/skyapi/docs/applications#create-an-application

  • Copy the OAuth client_Id and Primary OAuth client_secret for later use.
  • On the same page add redirect URLs in the Redirect URIs section.
  • By clicking on edit button, a pop-up will open where redirect URL can be added.
  • If you are connecting Blackbaud with Salesforce's sandbox instance then add : https://test.salesforce.com/apex/AAkPay__OAuthReturnBlackbaud
  • If you are connecting Blackbaud with Salesforce's production instance then add : https://login.salesforce.com/apex/AAkPay__OAuthReturnBlackbaud

2. Obtain Subscription Key

  • In order to obtain the subscription key, perform the same steps as above or go to the step where "My applications" was selected.
  • Instead of My applications , select My subscriptions.
  • Go to My subscriptions, scroll down to the end and copy the primary access key for later use.

3. Scope and Subscription Configurations

  • In My applications section make sure that data access is given in the Scopes section:
  • In the My subscriptions section, make sure that access to Payments API is given:

4. Setup Payments2Us Merchant Facility

You can either edit and update the Merchant facility that was created as part of sample records or you can clone the sample merchant facility, rename it and update Blackbaud details in it. In the steps below the sample opportunity was cloned and it is being used:

  1. Navigate to the Merchant Facility tab in the payments2Us app.
  2. Click and open the sample or cloned merchant facility.
  3. Edit the merchant facility by clicking on Edit button or pencil icon against any of the field.
  4. Select "Blackbaud" from the Payment Gateway dropdown.
  5. Paste the OAuth client_id copied in step 1 in the Payment Gateway UserId.
  6. Paste the primary OAuth client_secret copied in step 1 in the Payment Gateway Password.
  7. Populate the name of payment configuration(merchant account) in the PxPay/PxFusion UserId field. If no payment configuration is found against the provided name then first active payment configuration will be used.
  8. Paste the subscription key copied in step 2 in the PxPay/PxFusion Password.
  9. Mark the merchant facility as Active.
  10. Mark the merchant facility as Primary.

5. Authorise Blackbaud

  • After adding the information in the above step up, save the merchant facility.
  • Now click on "Authorise Blackbaud" button from top right corner.
  • This will open the Blackbaud login in a new tab, provide the login details.
  • Once logged in successfully, it will redirected to authorisation screen. Click on Authorise.
  • Once authorised it will redirect you to a Salesforce page, that is used to store the access token, refresh token.
  • This page also fetches and stores the merchant account (payment configuration) and public key. Please don't close the tab.

After clicking on Authorise it might redirect you to Salesforce login page, if that is the case then add you salesforce credentials and login.

  • Once completed it will automatically redirect to your Blackbaud merchant facility with a success toast message.

This step marks the completion of Blackbaud setup with Payments2Us.