To enable the integration with Shelby Financials, first send an email to f1support@fellowshipone.com with your Shelby API URL.

Steps After Receiving Confirmation

1. Login to Shelby Financials.
2. Go to Security Setup > Users.
3. Search for the desired user(s), then select the Pencil Icon to Edit the User.
4. Select API Applications under Available Task Roles.
5. Click the double right arrow to add API Applications to Assigned Roles.
6. Select Update.
7. Repeat the process for each user who will work with Shelby Financials Export in FellowshipOne.

Granting FellowshipOne Rights

Now that access has been granted in Shelby Financials, FellowshipOne users need the proper rights in FellowshipOne:

1. Go to Admin > Security Setup > Portal Users.
2. Click on the action gear to the right of the desired user & select Edit Rights.
3. Grant the user the Shelby Admin or Shelby Sync Right.
4. Click Save.

Shelby Integration Related Rights

Shelby Admin

• Map Users - Ability to map FellowshipOne Portal Users to users in Shelby Financials.
• Map Funds - Ability to map FellowshipOne Funds & Subfunds to accounts in Shelby Financials.

Shelby Sync

• Export to Shelby - Ability to search for transactions in FellowshipOne & export them as journal entries to Shelby Financials.

Mapping Users in FellowshipOne to Shelby

1. Go to Giving > Financials > Map Users.
2. FellowshipOne users with one of the Shelby Access Rights will appear on the right. Select FellowshipOne User.
3. Enter Shelby User's Name or use the dropdown to select the corresponding Shelby user.
4. Click Save.

If you need additional assistance, you can contact us at f1support@fellowshipone.com.

Updated March 18, 2025 17:32