All Categories Integrations Integrating with Rock RMS Church Member Management System

Integrating with Rock RMS Church Member Management System

Integrating with The Rock ChMS is simple, but there are several steps you need to take to setup the ROCK RMS integration...

Contact support@churchstamp.com if you have questions or need assistance!

STEP ONE:
Add API Key from Rock To ChurchStamp

1.1 Generate new API Key

ChurchStamp_RockRMS_STEP1.1_NEW_API_Key.png

1.2 SEARCH for the name of the Key. It will pull up a 'person'.

ChurchStamp_RockRMS_STEP1.2_REST_API_Security_Settings.png

1.3
Give the key name/person profile permissions for the API Key to be used.

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1.4 Add the Key to ChurchStamp --> Integrations

ChurchStamp_RockRMS_STEP1.3_ADD_API_KEY_To_ChurchStamp.png

STEP TWO:
Create new GROUP TYPE in RockRMS

2.1

ChurchStamp_RockRMS_STEP2.1_CREATE_EDIT_GroupType.png

2.2

ChurchStamp_RockRMS_STEP2.2_CREATE_EDIT_GroupType.png

STEP THREE:
EDIT newly created GROUP TYPE in RockRMS

3.1 General Settings

ChurchStamp_RockRMS_STEP3.1_SET_GroupType_General_Settings.png

3.2 Attendance Settings

ChurchStamp_RockRMS_STEP3.2_SET_GroupType_Attendance_Settings.png

3.3 Scheduling Settings

ChurchStamp_RockRMS_STEP3.3_SET_GroupType_SchedulingOptions.png

3.4 Assign GroupType Role User

ChurchStamp_RockRMS_STEP3.4_ADD_GroupType_Role_User.png

3.5 Set GroupType ROLE permissions

ChurchStamp_RockRMS_STEP3.5_SET_GroupType_Role_Permissions.png

3.6 Set GroupType Display Options


ChurchStamp_RockRMS_STEP3.6_SET_GroupType_DisplayOptions_Settings.png

STEP FOUR:
CHOOSE / ADD Trigger GROUP


4.1 Go to GROUP VIEWER. Either choose an existing group or create a new one
4.2 SET GROUP PERMISSIONS to Use API

ChurchStamp_RockRMS_STEP4_SET_Group_Options.png

STEP FIVE:
CHOOSE / ADD Trigger In ChurchStamp

*Most common trigger is 'When person is Added to Group'

5.1 Choose The Trigger & related RockRMS Group

ChurchStamp_RockRMS_STEP5.1_TriggerAction_In_ChurchStamp.png

5.2 Wait a few seconds for ChurchStamp to Connect to ROCKRMS

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5.3 Add the Action you want ChurchStamp to perform

ChurchStamp_RockRMS_STEP5.2_ChooseCampaign_In_ChurchStamp.png

STEP SIX:
TEST & CONFIRM

6.1 Add Person To RockRMS Group Triggered in Step 5

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6.2 View related Campaign in ChurchStamp to confirm Postcard Event

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