Installation - TenthPres/TouchPoint-WP GitHub Wiki

1. Install the plugin. Download it here, and install it into WordPress by going to Plugins > Add New > Upload Plugin. Updates install through the WordPress updating system.

2. Configure the options on the TouchPoint-WP Settings page (in the 'Settings' menu of WordPress Admin).

   1. Among the most important settings, you will need a username and password for a user in TouchPoint. We strongly recommend creating a user account specifically for this purpose that is NOT connected to one of your staff people. This user will need ALL the following roles in TouchPoint:
      • Admin
      • Access
      • ApiOnly (If you don't see this option, ask TouchPoint support to add it to the user)
      • ApiWrite (If you don't see this option, ask TouchPoint support to add it to the user)
      • Finance (if you want the plugin to access any reports that include giving information in any way)

3. From the bottom of the Basic Settings page, click "Generate Scripts". The scripts to be imported into TouchPoint will be generated, and will be downloaded in a file named "TouchPoint-WP-Scripts.zip". The scripts change depending on your settings, so set your settings before generating the scripts.

4. Navigate to https://mychurch.tpsdb.com/InstallPyScriptProject (replace your domain as appropriate), and upload the zip file you just downloaded. This will copy the scripts into TouchPoint and set the initial settings.

After that, you're ready to go. See the specific feature pages for more details on configuring each feature.