Module 7: Advanced Transaction Workflows
Module 8: Periodic Processing & Data Integrity
Module 9: Utilities & Data Management
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Lesson 7.2 Activity

Familiarize yourself with the website integration tools by completing these 3 steps in your FastFund environment:

  1. Locate the API Settings: Click the Gear Icon to access Company Administration, then click Integrations (APIs). Click on EFT Corporation to view where your Client ID and Daily Import toggle are located.
  2. Find an ID Number: Navigate to Lists > Appeals. Look at your master list of active appeals and locate the dedicated ID column. This is the exact number you would provide to EFT to map a web form to that appeal.
  3. Navigate to Batches: Go to Transactions > Batch Processing. This is the staging area where you will go daily to review and post the unposted batches generated by your website.