Updated Articles

  1. One-Time Passcode (Formerly known as Multi-factor Authentication)

    One-Time Passcode (OTP) is a security measure helps verify your users' identity and safeguard their personal information. There are no steps or settings to configure for admin.   One-Time Passcode Trigger Locations Users will be prompted with...
  2. Organization as Donor / Purchaser: GiveSmart Events

    Organization as Donor / Purchaser  GiveSmart Events 1.   What is Organization as Donor / Purchaser? Organization as Donor / Purchaser is a new feature available to GiveSmart Events clients . It allows donors and purchasers to give or tr...
  3. Organizational Giving: What to Expect, from Events and Fundraise to Your Donor CRM

    Audience: Beta clients using GiveSmart Events, Fundraise and Donor CRM with Organization as Donor enabled More of your gifts are coming from companies, foundations, and other organizations, not just individuals. Organization as Donor gives t...
  4. Organization as Donor / Purchaser: GiveSmart Fundraise

    Organization as Donor / Purchaser  GiveSmart Fundraise 1.   What is Organization as Donor / Purchaser? Organization as Donor / Purchaser is a new feature that allows donors and purchasers to give or transact on behalf of a company, club,...
  5. Clover Go Troubleshooting

    Below are some common troubleshooting tips if you are experiencing an issue with your Clover Go Card Reader . Looking for how to set up the Clover Go instead?  Click Here . IMPORTANT : Only Card Readers purchased through our card processing ...
  6. How to Collect Your CyberSource Credentials

    A step-by-step guide for generating  your  Merchant ID ,  p 12 file , and  P12 password .     Step 1  –   Log In and Copy  Your  Merchant ID   Log in to your CyberSource account .  ...
  7. Changing your Merchant Account Information

    *Fiserv (formerly CardConnect) This article details how to locate the information currently associated with your GiveSmart Events Merchant Account, and the steps to take to update key information such as the linked Bank Account for deposits, Legal...
  8. Merchant Account FAQ

    General Q: Who is Fiserv? Fiserv is one of the world’s leading financial technology companies. They provide the secure payment network that processes credit card transactions, deposits, and reporting for millions of businesses and financial ...
  9. Set Up a Merchant Account to Process Credit Cards (Section 4)

    *Fiserv (formerly CardConnect) This article details how to set up your Fiserv  Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart. Note:  Your organization may require more than one mer...
  10. GiveSmart Fundraise

    To learn more about GiveSmart Fundraise Contact Us Here . ...