1. Upload the plugin via Wordpress plugin dashboard or ftp the plugin folder into the plugins directory and activate.
2. Enter your serial key and etapestry API credentials in Forms>Settings>eTapestry Mapping. Credentials are in your etapestry account under Management > My Organization > Subscriptions. 
3. Check your settings for any warnings and correct as necessary.
4. Open the form you wish to integrate and go to the Form>Settings>eTapestry Mapping to create a feed. 
5. Match the account name and individual address fields to each dropdown provided
6. Set your transaction type and save to load the rest of the feed. An account or contact/journal entry may be created without a payment. A gift requires a payment processor feed (eTapestry Payment, GF eCheck, Gravity Forms Authorize.net, PayPal, Stripe for example) to process the payment and if successful, a gift will be processed.
7. Choosing 'gift' type requires a Fund. Campaign, Approach and Letter are optional. If you do not see your etapestry Funds in the dropdown, there is an issue connecting. Check your credentials are correct and that you have the API enabled with eTapestry.
8. For Contact and Gift transaction types, the plugin retrieves your data from etapestry and offers field mapping and hints in the tooltip (?) for how to create the choices in gravity forms. If the tooltip specifies an answer set and the form results don't match your eTapestry account choices EXACTLY, the transaction will fail. So please test this! Note the default etapestry phone type is 'Voice' and that is what we use. To modify, use the filter hook 'eTapMapping_phone_type' and return the type you wish (ie return 'Home').
9. If you map the eTapestry reference number to a field in the entry and want it sent in a notification, you should choose After eTapestry Mapping as the notification event.
10. Results are noted in each entry. Turn on Logging to view more information. NOTE: If you do not see your etapestry account results in notes, be certain your credentials and api version are correct (v2 vs v3 in the url).
11. If you run the plugin feed as a 'Gift' simultaneously with the eTapestry Payment Plugin, the mapping plugin settings will update the gift created at time of payment. If there is a conflict in field values (like different Funds for example) the Mapping plugin settings will override the Payment plugin settings as it comes last. You can choose 'Defer to Payment Plugin' to stop this behavior.
12. If you update from PHP 5.4.x to PHP 5.5.x or higher, you will need to reenter and save your Serial Key in Settings. The same key works but is managed differently between versions.
13. If you have a User Defined Field assigned to multiple categories (for example Constituent and Gift), the broadest category will be updated.
14. The default Persona is Personal. There is a filter for changing this: apply_filters('eTapMapping_persona_type',$persona,$entry,$form);
15. Map the account name in your feed or the plugin will attempt to get it from the credit card or EFT fields. This is not reliable.