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Transitioning to Financial Processing Services (FPS)

For Database Users:

Step 1: Read the help articles and become familiar with the process. Here's the list... You don't need to master the details before you sign up, but get a general familiarity.

Step 2: Sign up - All you need to sign up is your bank account info, your Tax ID (EIN) and some basic information about your ministry. It takes about 5 minutes. You sign up on the same secure Account Center you are already familiar with. Click here to sign up. You should receive the approval notification in about 15 seconds. 

Turn On FPS In Database

Step 3: If you have already been using online giving through Portal and Mobile (with another merchant provider), the settings should automatically be switched for you. You can confirm this in the Database.  

Go to: Home > Options > Online Giving and Payments (PORTAL & MOBILE), then check the radio button for "Accept online donations and event payments. (See screenshot at right.)

If you have not set up Portal and Mobile yet...

 Step 4: Test at least one contribution to make sure it is working and that it appears in Elexio database.

 

For Elexio Website only users (no Database):

Step 1: Read the help articles and become familiar with the Account Center FPS reports and processes.

Step 2 will vary depending on which tools you are already using...

  • Make sure you have SSL security set up.
  • You will need an Infinity account if you don't have it yet in order to use the Higher Giving product (free to Elexio Website subscribers; be sure to enter the code we provide so you don't get charged a monthly fee for Higher Giving).
  • On your giving web page, add a Utility Block, and choose Elexio Infinity Product block, choose Higher Giving from the drop down box. 

Step 3: Sign up for FPS - All you need to sign up is your bank account info, your Tax ID (EIN) and some basic information about your ministry. It takes about 5 minutes. You sign up on the same secure Account Center you are already familiar with. Click here to sign up. You should receive the approval notification in about 15 seconds.  It should automatically change your merchant processor to FPS in the Infinity account, Higher Giving product. 

Step 4: Confirm that the FPS settings were updated in the Infinity account. Log in to your ElexioInfinity.com account and go to My Products > Higher Giving > Banking Information.

Step 5: Test at least one contribution to make sure it is working and that it appears in Elexio Account Access.

 

If you want to talk to someone about FPS contact sales@elexio.com.

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