NOTE: If the transaction processor must be changed, then the credit card information will need to be re-entered. Contact your donor to confirm the credit card number, card type (Visa, MasterCard, etc.), the card's expiration date, and cardholder name before changing the processor.
 
  1. Log into eTapestry.
  2. In the top-most search bar (beside the orange eTapestry and the field says “Search your database”) enter the donor's name.
  3. Click on the donor's name in the list below.
  4. When the donor's account opens, click on Journal in the account header.
  5. Find “ Recurring Gift Schedule (auto)” in the Journal column Type and click on that.
  6. When the Recurring Gift Schedule opens, click on “Gift Types*” on the right side.
  7. Change the Transaction Processor value and re-enter the credit card information (Number, Expiration Date, Card Type, Cardholder Name).
  8. Locate Save And at the bottom center.
  9. Select Go to Journal in the drop-down.
  10. Click Save And.
  11. Find “ Recurring Gift Schedule (auto)” in the Journal column Type and click on that.
  12. When the Recurring Gift Schedule opens, click on “Gift Types*” on the right side.
  13. Verify the Transaction Processor selected in step 7 is present. (If not, repeat steps 7 – 12.)
  14. Locate Save And at the bottom center.
  15. Select Go to Journal in the drop-down.
  16. Click Save And.
  17. Once back in the Journal, the update is complete and you can move elsewhere in eTapestry.

Additional notes:
  • To see which merchant accounts are present, navigate to Management > Admin > My organization > eCommerce (Note: You have to have Admin security rights or the appropriate security rights to see this information.)
  • For information on switching to a different processor for your whole eTapestry, such as moving to Blackbaud Merchant Services, please refer to How do I change the processor for auto processing schedules and online forms?