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:
Figure out the Banno URL, e.g.
Card external application
Go to Banno Dashboard -> External Applications
Create External application
Name: Chimney Home Card
Uncheck User consent required
Redirect URI example: https://banno-middleware-prod-a3b408bba61b.herokuapp.com/garden-fi/card
Add another redirect URI: https://home.chimney.io
Save
Go back to the Chimney Home Card that was just created and edit the following fields:
Set Link type: PluginCard
Set Link title: Card Content - Note this is not visible in Banno, it’s only for internal reference
Client ID: the client ID is generated by the Banno system. Copy this ID to share with the Chimney team.
Client Secret: The client secret is generated by the Banno system. Copy this to share with the Chimney team.
Save
Action external application
Create a second External application
Name: Chimney Home Action (used for internal reference)
Uncheck User consent required
Redirect URI: example: https://banno-middleware-prod-a3b408bba61b.herokuapp.com/garden-fi/action
Add another redirect URI: https://home.chimney.io
Save
Go back to the Chimney Home Action that was just created and edit the following fields:
Set Link type: PluginCard
Set Link title: {Action Button Text you want to display}
Client ID: the client ID is generated by the Banno system. Copy this ID to share with the Chimney team.
Client Secret: The client secret is generated by the Banno system. Copy this to share with the Chimney team.
Save
Create Plugin
In Dashboard configuration, click Add an item
Scroll to the bottom and click Create a plugin
Title: {Enter the Feature Name you want to display, e.g. "My Home Tracker"}
Description: *Enter description*
Select External Application: Chimney Home Card
Set initial height: 350px
Set icon: Home (or as desired)
Set card action label: {Action Button Text you want to display}
Select External Application: Chimney Home Action
Enable Plugin for users in Banno
Users -> Select a user -> Permissions
Enable "Chimney Home Card"
Enable "Chimney Home Action"
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].
4. Going Live
Once the testing is done and we're ready to launch, you will need to enable the tool to all members in the Banno dashboard.
Make sure both external applications (Card and Action) are toggled on.
Navigate to "Dashboard Configuration" and add the plug-in to your default dashboard layout.
Click on the three dots next to the plug-in and toggle "Available to everyone".
Your members will now see the widget when they login to their dashboard. If you're doing auto-enrollment, you can now have your list uploaded.