PREREQUISITES:
Please make sure to follow the instructions for the prerequisites before proceeding. If you have any questions, please reach out for help. https://developer.blackbaud.com/skyapi/apis/school/admin-prereq
Note: You need to make sure that that you are an environment admin and have the platform manager role as well as the SKY API Data Sync security role.
See here for more infomation: https://developer.blackbaud.com/skyapi/apis/school/roles-tasks
Step 1:
Connect PTC Wizard to your Blackbaud environment.
https://developer.blackbaud.com/skyapi/apis/school/connect-app
If you do not see the PTC Wizard app in the Blackbaud Marketplace, then you can manually add the app by using the Manage option: https://app.blackbaud.com/marketplace/manage
Our Application ID is: a0f4c55b-ec25-40bf-a7be-2c4bbf24a0d3
Step 2:
Authorize PTC Wizard to connect to the SKY API
Make sure you are logged into your Blackbaud environment with the environment user.
Then go back to the PTC Wizard site and log into your PTC Wizard administrative account.
Go to Settings > Integration Page.
Choose Blackbaud SKY API in the dropdown menu for Integration Type.
Make sure the switch for SKY API Authorized is toggled to the ON position.
A new window will open. You will receive a message similar to this one. Click Authorize:
If successful, then you will see a success message:
Now go back to your PTC Wizard window and refresh the page.
Your account should now be authorized to use the SKY API.
Step 3:
Import your school terms.
Click the button that says “Refresh School Terms” and then refresh the page to confirm that the checkmark is checked.
Step 4:
Set up the Single Sign On on Blackbaud
You can view more information about this process on the Blackbaud website:
Go the Authentication Settings page in your Blackbaud Core environment
Then select the SSO Settings tab and click the "Add New" button
You will need to Add New for the parent sso and then do it again for the teacher sso.
This step requires going back and forth between your Blackbaud account and your PTC Wizard account.
For the parent sso, you will need to use the Parent SSO Redirect URL from your PTC Wizard account.
Each customer gets a unique redirect url so make sure to copy the url exactly as it appears in your PTC Wizard account.
You should name the sso entry "PTC Wizard Parent" for the parent sso. And paste in the redirect url that you copied from your PTC Wizard account.
Check the "Allow this SSO to be used." checkbox at the top as well as the "Allow Impersonate".
After you click Save, Blackbaud will issue a "Secret Key".
If it doesn't appear right away, then refresh your page and edit the entry to see the Secret Key.
You will need to copy that key and put it into your PTC Wizard account for the Parent SSO Secret Key field.
For the teacher sso, you will need to use the Teacher SSO Redirect URL from your PTC Wizard account.
Each customer gets a unique redirect url so make sure to copy the url exactly as it appears in your PTC Wizard account.
You should name the sso entry "PTC Wizard Teacher" for the teacher sso. And paste in the redirect url that you copied from your PTC Wizard account.
Check the "Allow this SSO to be used." checkbox at the top as well as the "Allow Impersonate".
After you click Save, Blackbaud will issue a "Secret Key".
If it doesn't appear right away, then refresh your page and edit the entry to see the Secret Key.
You will need to copy that key and put it into your PTC Wizard account for the Teacher SSO Secret Key field.