home

MinistryPlatform

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

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 peace 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

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.
Confirm or enter your site number:
  1. If you're using MinistryPlatform as a standalone instance (that is, a single church that's not part of a bigger organization), then the site number should be set on your Domain record. Go to System Setup > Domains/Accounts, open your Domain record, and confirm the Site Number is there.
  2. If you're using MinistryPlatform as an organization (such as a diocese with multiple parishes sharing the same instance), then you'll need to enter the Site Number on the Congregation or Parish record rather than the Domain record. Go to Church Structure > Congregations or Parishes, open the appropriate record, and enter the Site Number for that congregation/parish. Repeat this for any congregation/parish that has a site number assigned to their Accounting integration.
    Tip: Where do I find the site number? In Realm Accounting, an administrator can click the ministry hub in the top-left corner, then System Settings, then Account Summary. The highlighted box to the right of the Profile information lists the site number for the congregation/parish.
Request your API Key token:
  1. Contact your Implementation or Support representative to request your token for this integration.
  2. We'll handle the rest!
    Once you request your token, we'll set up the Realm Accounting record in your system. If you have multiple congregations/parishes, you'll see a Realm Accounting record for each one with their own unique token.

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.
Product Integration
Video
portal
MinistryPlatform
Realm Accounting

Last updated: February 21, 2025

Related Articles: