Welcome to XTruLink support

What is Blackbaud Payments Integration?

With Blackbaud Integrated Payments (BBIP) and Blackbaud Merchant Services (BBMS), you can securely process XTruLink credit card transactions through your Blackbaud program. If you are a pre-existing Altru user, your BBMS environment should already exist. If you are new to Altru, setup of BBMS will be part of onboarding with Blackbaud.

Once your BBMS account setup is complete, you may then use this environment and its paired bank account to process transactions directly through your XTL web portal, via Blackbaud Payments API. See steps below to complete integration. 

Connecting BBMS and XTrulink

XTruLink must access BBMS in order to process payments. You will need to grant us access by following the steps in the article below.

Before Getting Started

You will need access to Blackbaud as an organization admin to complete integration. This is not the same thing as an Altru system administrator. If you are not sure if you have these permissions, see this Blackbaud article for more information. Please ensure you also have noted the sync user email provided by your XTruLink onboarding team within your BBMS integration task in Asana. 

Step 1: Connect to XTruLink via Blackbaud Marketplace

1. Login to blackbaud.com.
2. Click the hamburger menu item in the top left and select Blackbaud Marketplace.
3. You’ll see a search bar in the middle of the page. Search for “XTruLink”
4. Click on the XTruLink tile in the search results.
5. On the left-hand side of the page, click the Connect button.
6. After connecting, a pop-up might appear asking if you want to navigate to the application. You can close this pop-up.

Step 2: Set up Blackbaud Payments API User Role

1. Navigate back to blackbaud.com and ensure you are still logged in.
2. You should see a Welcome page with various tiles such as Profile, Security, and Account. If you do not see this, click the hamburger menu item in the top left and select Admin.
3. Select Security. You should see this option as either a tile or within the taskbar at the top. 
4. Select Role management.
5. Scroll to the very bottom and expand the section for Payments API roles.
6. Click New.
7. For Role name, enter: Payments API
8. Check the box under Sky API tasks to Access all endpoints.
9. Click Save. 
10. Navigate back to Security via the taskbar at the top.
11. Click User management.
12. Click Add User and enter the following details:
    1. First name: XTruLink
    2. Last name: Sync
    3. Email: *your sync user email* this will be provided by your XTruLink rep via your onboarding project task
    4. Under the Security section, click Payments API on the left.
    5. Check the box to Make solution admin.
    6. Click Send invite at the bottom.
13. Comment within your Asana XTruLink Onboarding project and let your rep know you've completed Steps 1 and 2.

Step 3: Complete Connection via the XTruLink Dashboard

This step will be completed by your XTruLink rep. When the connection is successful, you will see your BBMS Connection account listed as Active on the BBIP Setup tab.

Note: PayPal is not currently supported through BBIP integration.