Follow the steps below to connect your Classy.org account to your Rally Platform account. Note this integration is currently a one-way sync from your Classy.org account to your Rally Platform account. Additionally, only supporters that have a phone number in your Classy.org account will be synced to your Rally Platform account. Because of this, we recommend that you enable the Primary Phone field on your donations pages and ideally make it a required field you can see how to do this by following the instructions here How to Add and Edit Custom Questions.
Before you get started we recommend having two browser tabs open, one with your Classy.org account open and the other with your Rally Platform account open. This will be helpful as you will be copying details from one account and adding it to the other.
Step 1
Select Integrations from the left side navigation
Step 2
Click the Classy Icon on the Integrations Page
Step 3
Click the Connect to Classy button
Step 4
Leave your Rally Platform account open and open your Classy account if you haven't already done so.
In your Classy account select Apps & Extensions
Step 5
On the Apps & Extensions page select Classy API
Step 6
Next, you will be asked to register your new application. In the Application Name field add Rally Corp or something similar. In the Oauth2 Redirect URI field add https://platform.rallycorp.com
Once you have completed the fields, accept the Terms of Service then select CREATE APP.
Step 7
You will now see a list of Your Applications. Select the Edit button next to your Rally Corp application.
Step 8
With both your Classy.org account and your Rally Platform account open copy and paste the details from your Classy account into your Rally account. The client id value is located under the application name in your Classy account. The client secret is located under the client id and the organization id is located in the URL at the top of the screen in your Classy account. It should be a number located after classy.org/admin/ and before /apps for example classy.org/admin/12345/apps in this example your organization id would be 12345
Once you have added the values from your Classy account to your Rally account select the Create button in your Rally account.
Step 9
Next in your Rally account click the green sync button in the Classy integration tile. This will sync the supports from your Classy account to your Rally account. Note that supporters synced from your Classy account will have the tag classy added to their contact record in your Rally account. Supports that come from a specific campaign in your Classy account will have the Classy campaign name added to the contact tag in your Rally account i.e. classy_campaign name
This allows you to filter your contacts in your Rally account by your Classy campaigns.
That's it your supporters are now being synced from your Classy account to your Rally account. This sync happened automatically at 12am pt every day. You can perform the sync manually anytime by selecting the green sync button in the Classy integration page in your Rally account.