When setting up an initial configuration for processing donations from CRM to Luminate Online:
  1. Create a very basic donation form with only the default values.
  2. Edit the donation form and make sure that 1: Identify Donation Form -> Step 6: Interaction Mode is set to Offline or Online/Offline
  3. Save that donation form
  4. Go to Data Management -> Import/Export 
  5. Click on Cross Reference Types tab
  6. Click on Luminate CRM Donation Form
  7. Click on Create a new cross reference at the top
  8. Find "Luminate CRM Donation Form" and click Configure
  9. You should see the newly created donation form in the first section, Luminate Online Value. Click on the form name. Use Filter if you have a large number of forms.
  10. The second box attaches to the Luminate CRM campaign, identify the correct campaign and scroll down to the next box
  11. Assign a designation (if any) in box 3
  12. Apply a security category, if needed, otherwise leave as "General"
  13. Click Finish.
If transactions are not able to be processed, make sure that the API Administrators group has the Offline Donation API permission set to be Add and Refund Offline Donations via API. Also, it is not possible to edit the Donation iframe in LCRM, so if you have a required field on the donation form (such as phone number), the transaction will not process as you cannot meet the field requirements in LCRM. You will need to remove the field requirements to allow it to process.

If you want to process credit cards in Luminate CRM (LCRM) for a campaign that is not cross-referenced, you can create a default donation form in Luminate Online that will be the catch-all for LCRM. Process credit cards through Luminate CRM with no cross-references