Accessing the Configure and Verify Interfaces Screen

Personify360 includes an Interface Management module used to configure and verify all third-party interface connections. This screen allows you access to nearly all the settings required to set up and configure interfaces with licensed third-party software. The sections that follow will describe the steps involved in configuring parameters for these applications.

To access the Configure and Verify Interfaces screen:

1.    From the Personify360 toolbar, select System Admin > Configure and Verify Interfaces.
The Configure and Verify Interfaces screen displays, as shown below. 

2.    From the Configure and Verify Interfaces (APP014) screen, you can perform the following:

·           Address Validation

o           Specify Address Validators

§            Specify Domestic and International Address Validators

§            Specify Address Validators By Country (OPTIONAL)

o           Spectrum Address Validation

§            Configure Universal Address

§            Test Address Validation

§            Test Geocoding US Address

·           Spectrum Advanced Duplicate Matching

o           Configure Duplicate Matching

o           Test Advanced Duplicate Matching

·           Address Change Service

o           Configure ACS

·           Universal Payment Handlers

o           Configuring Payment Handlers

§            Vantiv (Litle)

§            PayPal (VeriSign)

§            CyberSource

o           Merchant Setup

§            Setup Merchants

§            Link Receipt Types To Merchants

o           Other Setups

§            Setup Global Credit Card Parameters

o           Verify Setup

§            Test Credit Card Transaction

·           Lyris

o           Lyris Parameters

o           Server Links

·           Outlook

o           Outlook Interface Parameters

o           Outlook Phone Mapping

·           Business Objects Enterprise

o           Setup Global Parameters

o           Setup Customer Profile (implemented for Constituent Central, which is no longer supported)

·           EXPOCAD Interface (No longer supported)

·           SSO Interface

o           Setup SSO Interface Parameter

o           SSO IMS Admin

·           Passkey

o           Passkey Interface Parameters

·           Personify Data Services

o           Personify Data Services