Linking Up: How to Integrate Your School’s Blackbaud SoftwarePRESENTED BY JESSICA OSAKI, MICHAEL

PACKARD, AND CHRIS SANDERS

Linking Up with Chris, Jessica, and

Mike

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Agenda

• What is Integration?• Preparations• Critical Components• Best Practices• Questions?

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What is Integration?

• Two Types of Integration

• The Raiser’s Edge and The Financial Edge

• The Raiser’s Edge and The Education Edge

• A Blackbaud utility that enables the linking of records in the Education Edge

and Raiser’s Edge databases.

• Record and address updates are entered once and the changes are reflected

in both The Education Edge and The Raiser’s Edge

• Advantages of Integration

• Integration improves data entry consistency across school offices.

• The integration can be run automatically.

• Integration setup decisions will impact The Education Edge, The Financial

Edge and The Raiser’s Edge.

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Integration Planning Committee

• Do you have the right people at the table?• Who is the project leader?• How often will you meet?• What cleanup needs to be done?• Who is going to do it?• What is the timeframe for the cleanup?

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Key Preparation Decisions

• What records are you going to link?• When will you link them?• Who is going to link records?

• Who is the backup?

• What fields will you integrate?• Consider the Process for New Records, Addresses,

and Address Updates• Do you have a policies and procedures guide?

• Table Cleanup and Standardization

• Merging Records

• What communication takes place between the offices?

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MAPPED FIELDS OF INTEGRATION: PEOPLE

Field Name Table

Middle Name N

Nickname N

Phone Numbers* N

Phone Types Y

Relationship notepad type Y

Relationship notes N

Religion Y

SSN N

Suffix 1 Y

Suffix 2 Y

Title 1 Y

Title 2 Y

Field Name Table

Address Lines N

City N

Region Y

Country N

Birth date N

Deceased? N

Ethnicity Y

First Name N

Gender Y

Last Name N

Maiden Name N

Marital Status Y

*Available only if Address is selected

• The tables below list the fields that can be linked between The Education Edge and The Raiser’s Edge .

MAPPED FIELDS OF INTEGRATION:

APPLICATIONS & ENROLLMENTS

• Applications/Enrollment information includes a selected list of education information fields.

• The fields listed to the right are available for mapping applications/ enrollments in The Education Edge to primary education in The Raiser’s Edge.

Field Name Table

Class of N

Date entered N

Date graduated N

Date left N

Current Status Y

MAPPED FIELDS OF INTEGRATION: PRIMARY

BUSINESS

• The fields listed are available for mapping primary business in The Education Edge to primary business in The Raiser’s Edge.

• The primary business button/checkbox must be selected in The Education Edge record to synchronize this information with The Raiser’s Edge.

Field Name Table

Address Lines N

Contact type Y

Contact? N

Organization name N

Phone Numbers (available only if Address is selected)

N

Phone Types Y

Position N

Print position? N

Relationship notepad type Y

Relationship notes N

Best Practices

• Consistency and Communication!• Consider the Phone Types• Align Country Codes and Descriptions• Align Relationship Types• Multiple Record Types Process

• Alumni becomes a Faculty

• Alumni becomes a Parent

• First Name vs. Nickname• Constituent vs. Non-Constituent

Critical Considerations

• Set up Synchronization• Run the Integration Activity Report on a Weekly Basis• Consider who should have access to add and modify

tables• Clearly define the biographic, demographic, and

address update process• View the address tab in the linking process for any

old/existing records• When linking, ALWAYS view the Address tab to link• Define your table values• Verify your linking the correct person• Carefully consider the use of ALL buttons

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*.

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

Are you pumped up and ready to go?