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Integrations

Realm Accounting

Say goodbye to custom exports needed for each donation source and hello to real-time financial reporting with the integration of Realm Accounting and MinistryPlatform! Give your accounting staff peach of mind as your church's financial data, including your programs and deposits, will flow in real time between your products.

Here are some of the benefits for your accounting staff:
  • See real-time financial information in Realm Accounting. With this integration, programs and deposits display from the Platform, then you can review deposits and post to Realm Accounting.
  • Count on accurate and consistent financial reporting. This integration reduces the chance of data discrepancies.
  • No longer worry about managing imports and exports into multiple systems to manage church finances. And, there's no more need to build custom exports.

Watch & Learn

Cost

There is no charge from ACS Technologies for configuring the integration.

Fees for using this integration are assessed as per each church's individual contract agreement. Transaction processing rates apply.

Transition

If you're using Realm Accounting, you can integrate it with MinistryPlatform at any time. Follow the integration steps on the Platform side and the Realm Accounting side, then you'll be able to use the Create Deposit Tool to post from MP to Realm Accounting. If you need help with your transition, contact Support.

See Also

Step 1: In MinistryPlatform

Tip: Best Practice is to create a NEW company contact using the Add/Edit Company tool, then create a NEW user for each integration. Set up your API Client before configuring this integration. Be sure to grant Administrative rights to the new API user!
There are some things related to the Realm Accounting integration that are already set up for you in MinistryPlatform. Be aware that these exist, but there's no action needed on your part:
  • The Realm Accounting record under Lookup Values > Integration Definition Types is needed on the back end.
  • The Realm Accounting record under Administration > Account Information contains the API key and other information for the integration.
  • The createDeposit.postToRealmAccounting application label under System Setup > Application Labels is where you can customize the option wording in the Create Deposit tool.
  • The COMMON, ExportDepositsSharedKey configuration setting under Administration > Configuration Settings is needed on the back end.
  1. In the navigation menu, click Administration > API Clients.
  2. Click New API Client.
  3. Enter "Accounting" for Display Name and Client ID.
  4. Enter a Client Secret. This is the "password" used by Realm Accounting to access your MinistryPlatform database.
    Tip: We recommend using the Password Generator to generate a secure value. Click the magic wand icon wand with surrounding stars beside the field to open the Password Generator and select the options you want.
  5. Select the Client User you created for this integration.
    Note: The Client User you choose or create must have a Security Role with Administrator rights.
  6. For Authentication Flow, select Authorization Code, Implicit, Hybrid, Client Credentials, or Resource Owner. All other settings can remain the same.
  7. Enter your Redirect URI, which is used in authentication for widgets.
  8. Click Save.

Step 2: Set up Integration in Realm Accounting

  • You must be an Accounting Admin in Realm Accounting to enable the MinistryPlatform integration inside of Realm Accounting.
Enable Your Integration
  1. Log in to your Realm Accounting site.
  2. From the Main Menu, go to Integrations.

    If you don't see this item in the menu, check to make sure you are have Accounting Admin rights in Realm Accounting.

  3. Locate the MinistryPlatform integration, and click Enable Integration.
  4. Review the information to understand what is needed for the integration. When you're ready, click Enable Integration.
    The integration is enabled! To confirm this, you can go to Transactions > General Ledger, and you should now see the MinistryPlatform tab at the top.

    If you don't see this tab, check to make sure you are have Accounting Admin or GL Specialist rights in Realm Accounting.

Review Your Program Mappings
  1. From the Main Menu, go to Integrations.
  2. Locate the MinistryPlatform integration, and click Review Mappings.
    The programs that display have been pushed in from MinistryPlatform.
  3. Review your mappings to make sure all accounts from MinistryPlatform match their Realm Accounting equivalents. See the relevant Realm Accounting help topics if you need to edit a mapping or remove a mapping.

Your programs are mapped, and your deposits are flowing into Realm Accounting!

Once integration setup is complete:
  • MinistryPlatform users can post deposits to Realm Accounting General Ledger using the Create Deposit Tool.
  • The Realm Accounting Admin and GL Specialist can view and post deposits under Transactions > General Ledger on the MinistryPlatform tab. For steps on completing tasks, see the Realm Accounting Help Center.
Note: In Realm Accounting, you can see the programs (labeled as the Description in the deposit details) and the associated checking and offset accounts. If there is not an account mapped to the program, you're prompted to add that account mapping. Deposits cannot be posted to Realm Accounting if the program is not associated with an account.
Note: You can remove a transaction from Realm Accounting if, for example, you made a mistake when posting the deposit. Once you correct it in MinistryPlatform and post again, the deposit will push back through to Realm Accounting.
Tip: Need to see which posted transactions came in from MinistryPlatform? In Realm Accounting, open the filter on the Posted tab and select MinistryPlatform from the Posted From drop-down list.

Last updated: December 2, 2024

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