Your first steps
- Start in sandbox. Open Integration Guide with your developer to find the connection details and technical documentation.
- Open Donor Flow together. Review how it looks, which information you’ll provide and the paths a donor might take.
- Ask your developer to register test churches and set up a receiver for automatic notices. You can check them in Churches and Webhooks.
- Follow the sandbox scenarios linked from Recommended API checks. Check the results in your own software as well as in Roster.
- Have an owner review Admin with your Roster contact. Roster releases production access separately from the test indicators.
- Once production is available, configure and verify that environment separately before inviting real donors to use the integration.
Invite colleagues through Team so each person can sign in with their own email.