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Banno Integration

Updated over a week ago

Getting started with Chimney Home through Banno is simple and requires minimal effort from your team. Once your order is confirmed, Chimney team will walk you through the Banno configuration and Admin settings in the kickoff call.

1. Banno Configuration

The FI has five straightforward steps to complete in this process:

  1. Figure out the Banno URL, e.g.

    1. https://digital.garden-fi.com

    2. https://now.mycreditunion.com/login

  2. Create + configure external application for Card

  3. Create + configure external application for Action

  4. Create Plugin

  5. Enable Plugin for users in Banno

Card external application

  1. Go to Banno Dashboard -> External Applications

  2. Create External application

  3. Name: Chimney Home Card (used for internal reference)

  4. Uncheck User consent required

  5. Redirect URI example: https://banno-middleware-prod-a3b408bba61b.herokuapp.com/garden-fi/card

  6. Save

  7. Go back to the Chimney Home Card that was just created and edit the following fields:

    1. Set Link type: PluginCard

    2. Set Link title: Card Content - Note this is not visible in Banno, it’s only for internal reference

  8. Client ID: the client ID is generated by the Banno system. Copy this ID to share with the Chimney team.

  9. Client Secret: The client secret is generated by the Banno system. Copy this to share with the Chimney team.

  10. Save

Action external application

  1. Create a second External application

  2. Name: Chimney Home Action (used for internal reference)

  3. Uncheck User consent required

  4. Redirect URI: example: https://banno-middleware-prod-a3b408bba61b.herokuapp.com/garden-fi/action

  5. Save

  6. Go back to the Chimney Home Action that was just created and edit the following fields:

    1. Set Link type: PluginCard

    2. Set Link title: {Action Button Text}

  7. Client ID: the client ID is generated by the Banno system. Copy this ID to share with the Chimney team.

  8. Client Secret: The client secret is generated by the Banno system. Copy this to share with the Chimney team.

  9. Save

Create Plugin

  1. In Dashboard configuration, click Add an item

  2. Scroll to the bottom and click Create a plugin

  3. Title: Chimney Home Plugin

  4. Description: *Enter description*

  5. Select External Application: Chimney Home Card

  6. Set initial height: 350px

  7. Set icon: Home (or as desired)

  8. Set card action label: {Action Button Text}

  9. Select External Application: Chimney Home Action

Enable Plugin for users in Banno

Users -> Select a user -> Permissions

  1. Enable "Chimney Home Card"

  2. Enable "Chimney Home Action"

  3. Enable "Chimney Home Plugin"

The end user will then need to add the Plugin to their dashboard using Organize Dashboard.

2. Deep Links

On your email configuration page you can set up deep links that route users to the correct destination based on:

  • Desktop browser

  • Mobile browser

  • iOS app

  • Android app

3. Testing

When configuration is complete, we’ll notify you to begin testing.

During testing, you’ll be able to:

  • Review the full Chimney Home experience

  • Confirm wording, links, and branding

  • Ensure offers, home data, and onboarding flows work as expected

If you spot any issues, reach out to your Chimney Account Manager or email [email protected].

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