The Raiser's Edge and everydayhero Integration Guide
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1 The Raiser's Edge and everydayhero Integration Guide
2 12/16/2016 The Raiser's Edge & Everyday Hero Integration US 2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. REEDH-2016
3 chapter 1 The Raiser's Edge and everydayhero Integration Before You Begin (Prerequisites to Installation) 1 Install the everydayhero Integration 2 Access the everydayhero Integration 2 Sign Up for everydayhero 2 Configure The Raiser's Edge for everydayhero Integration 4 Import Data from everydayhero into The Raiser's Edge 10 Handle Import Exceptions 13 Attributes Added in The Raiser's Edge 13 Field Mapping Between everydayhero and The Raiser's Edge 13 everydayhero is a peer-to-peer online giving solution that allows your organization to build online fundraising campaigns as part of their existing websites or as a stand-alone fundraising site. With the everydayhero plug-in in The Raiser s Edge, you can import constituent and gift information from everydayhero to update your database in The Raiser's Edge. Constituent records are updated with the information that comes from everydayhero, and new records are created if necessary. When you import gifts from everydayhero, you can create static queries of the records imported. Before You Begin (Prerequisites to Installation) To run the everydayhero integration, your computer needs: The Raiser's Edge 7.93 or above. Windows user rights to install software.
4 2 CHAPTER 1 Install the everydayhero Integration Note: If Blackbaud hosts your database in The Raiser's Edge, the everydayhero integration should automatically be installed for you. If it is not installed, contact your Blackbaud representative. From a Raiser's Edge client machine: 1. Log completely out of The Raiser's Edge. 2. Locate and double-click the everydayhero EdhIntegrationSetup.msi file. The Welcome screen appears for the Raiser's Edge and everydayhero Integration Setup Wizard. Note: If the installation program does not start, you may need Windows administrator rights to install software on your computer. Contact your IT department for help. 3. Click Next. The application installs automatically to The Raiser's Edge 7 plug-ins folder. 4. Click Finish to close the setup wizard. Access the everydayhero Integration After you install the integration files, you can access the everydayhero plug-in from The Raiser's Edge. From the navigation bar in The Raiser's Edge, click Plug-Ins. The Plug-Ins page appears. Click everydayhero Integration to access the everydayhero Integration page where you can import data files into The Raiser's Edge. Sign Up for everydayhero Before you can begin to transfer information from everydayhero into The Raiser's Edge, you must sign up with everydayhero. When you sign up with everydayhero, you receive a Raiser's Edge API key. The API key establishes a connection you that you can receive data files to import into The Raiser's Edge. } Sign up for everydayhero 1. From The Raiser's Edge home page, click Plug-Ins. The Plug-Ins page appears. 2. On the Plug-Ins page, click everydayhero Integration. The everydayhero Integration page appears.
5 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION 3 3. Click Find out more. The everydayhero home page opens in your browser. 4. Click join for free. The sign up page appears. 5. Fill in the form with your organization's information, and click SIGN UP.
6 4 CHAPTER 1 Configure The Raiser's Edge for everydayhero Integration Before you begin to share information between everydayhero and your database in The Raiser's Edge, review the default options for handling imported information to ensure those settings align with your business processes. For example, from the everydayhero Integration Settings screen, you can select default sets to use for new individuals and gifts added through everydayhero, select whether Heroes should be marked as canvassers in The Raiser's Edge, and you can set criteria for matching constituents from everydayhero with constituents that already exist in The Raiser's Edge. On this screen, you must also establish a connection between The Raiser's Edge and everydayhero in order to retrieve the files to import. } Configure everydayhero Integration Settings 1. From The Raiser's Edge home page, click Plug-Ins. The Plug-Ins page appears. 2. On the Plug-Ins page, click everydayhero Integration. The everydayhero Integration page appears. 3. Click Settings. The everydayhero Integration Settings screen appears. 4. Under Settings, click General.
7 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION 5 5. Under Constituent matching, select the fields to match everydayhero records to existing constituents in The Raiser's Edge. You can also select to create a new record in The Raiser's Edge if the constituent downloaded from everydayhero has no exact matches. When constituents from everydayhero are downloaded, The Raiser's Edge uses this criteria to identify matches before a new constituent record is created. If a match is found, the program assigns the incoming donations to the existing constituent. If the incoming constituent matches but has new information, such as a new address, address, or phone number, The Raiser's Edge adds that information to the existing constituent record. 6. Under Defaults for new addresses, select the default address, phone, and types to apply to all new addresses and phone numbers downloaded from everydayhero into The Raiser's Edge. 7. Click Queries.
8 6 CHAPTER 1 8. To create queries that include the constituents and gifts imported from everydayhero, select the checkboxes under Create static queries during import for. 9. Click Heroes.
9 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION Select an existing default set of information or create a new set to apply to constituent records created from Heroes when information is downloaded from everydayhero into The Raiser's Edge. You can choose whether to mark Heroes as Solicitors in The Raiser's Edge. If you select this option, the Is a solicitor checkbox on the constituent record is automatically selected when the record is created. Tip: You can apply the same defaults as those used for constituents entered directly into The Raiser's Edge or you can create a different set for constituents added online. If a field in the default set is also included in the import file, the value from the import file is used. 11. Click Donors.
10 8 CHAPTER Constituent records are created for all everydayhero donors who donate to support a Hero. You can apply a default set of information to new individuals created when gifts are imported into The Raiser's Edge. 13. Select the solicit code that should be added to the donor's constituent record when they select that they do not want to receive further communication when they make their donation through everydayhero. 14. Click Donations.
11 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION To import gifts, you must select a default set that includes a fund. 16. Click Login.
12 10 CHAPTER Enter your everydayhero Raiser's Edge access key to establish a connection to everydayhero to retrieve data files to import. Your access key is available on the Raiser s Edge Integration page in everydayhero. 18. Click Save. You return to the everydayhero Integration page. Import Data from everydayhero into The Raiser's Edge From The everydayhero Integration page in The Raiser's Edge, you can import constituent and gift information from everydayhero. When you import information from everydayhero into The Raiser's Edge, you import a Comma Separated Value (CSV) file that contains gift and constituent information. Records in The Raiser's Edge are updated with that information or new records are created if necessary. } Import Data from everydayhero into The Raiser's Edge 1. From the navigation bar in The Raiser's Edge, click Plug-ins. The Plug-Ins page appears. 2. Click everydayhero Integration. The everydayhero Integration page appears.
13 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION Click Import. The everydayhero Integration Import page appears. 4. Click Download from everydayhero. A confirmation message appears. 5. To download new data files from everydayhero into The Raiser's Edge automatically, click Yes. Or, to view each individual file that is available for download, click Show files. If you clicked Show files, the Download Files screen appears with data files from everydayhero listed chronologically. 6. In the New files grid, select the files to download and click Download. You return to the everydayhero Integration Import page and the downloaded data files appear under Files ready to import.
14 12 CHAPTER 1 7. Click Import next to the everydayhero data file you want to import into The Raiser's Edge. If you selected to create a static query of your constituents or gifts on the everydayhero Integration Settings screen, the Save Static Query screen appears. Configure your query and click Save. The import process begins. When complete, a status page appears. This page includes details about the import including the total number of records processed and the number of constituents and gifts added. If there were exceptions, the page also includes the total number of exceptions and the exception file name. For more information about exceptions, see Handle Import Exceptions on page 13.
15 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION 13 Summary information about the import is saved to a text file you can use as a record of the process. The file names for summary and exception files are the import's file name appended with "_summary" or "_ exception." If you have The Raiser's Edge installed on-site, you can access saved summary and exception files from the everydayhero Integration Import page. You can click History to view the summary and exception files, or click Edit in the corresponding file row. 8. Click OK. You return to the everydayhero Integration page. Handle Import Exceptions If errors occur during the import process, the status page includes the number of exceptions and the file name for the generated exception file. The exception file is a comma separated value (CSV) file with the same column headers as the import file, with the addition of the Exception column. The Exception column indicates the reason for the exception, such as a missing required field or invalid code table entry. To address exceptions, open the CSV file in Microsoft Excel. Correct each exception and save the file. From the everydayhero Integration Import page, click Import to reimport the updated file. Attributes Added in The Raiser's Edge Attributes are added automatically to gifts and constituents imported from everydayhero. Gift attributes include: everydayhero Donation ID Regular Giving (for recurring gifts) everydayhero Team everydayhero Event Participant Constituent attributes include: everydayhero ID everydayhero Team Position everydayhero Event Participant everydayhero Page Field Mapping Between everydayhero and The Raiser's Edge This table describes where information downloaded from everydayhero appears on records in The Raiser's Edge. The everydayhero column lists the column headers from the everydayhero import file.
16 14 CHAPTER 1 everydayhero Field The Raiser's Edge Field The Raiser's Edge Location GFDate (Gift Date) Gift date Gift record, Gift tab ConsID (Constituent ID) Constituent attribute Donor's constituent record, Attributes tab, everydayhero ID Title Title Donor's constituent record, Bio 1 tab FirstName First name Donor's constituent record, Bio 1 tab LastName Last name Donor's constituent record, Bio 1 tab OrgName (Organization name) Org name Donor's constituent record, Org 1 tab Donor Phone Phone number Donor's constituent record, Bio 1 tab, Phones/ /Links grid Donor Address Donor's constituent record, Bio 1 tab, Phones/ /Links grid Donor Address 1 Address line 1 Donor's constituent record, Bio 1 tab Donor Address 2 Address line 2 Donor's constituent record, Bio 1 tab AddrCity (City) City Donor's constituent record, Bio 1 tab AddrState (State) State Donor's constituent record, Bio 1 tab AddrZip (ZIP/Postal code) Zip code Donor's constituent record, Bio 1 tab AddrCountry (Country) Country Donor's constituent record, Bio 1 tab everydayhero Donation ID CampDesc (Campaign Description) Adds "everydayhero donation ID" attribute Attribute on the Hero's constituent record Gift record, Attributes tab Donor's constituent record, Attributes tab Finance Code A This column is empty in the import file. N/A Finance Code B This column is empty in the import file. N/A Finance Code C This column is empty in the import file. N/A GFTAmt (Gift amount) Gift amount Gift record, Gift tab Donation Net N/A N/A
17 THE RAISER'S EDGE AN D EV ERYDAYHERO IN TEGRATION 15 everydayhero Field The Raiser's Edge Field The Raiser's Edge Location GFPayMeth (Gift payment method) Regular Giving SolCode (Solicit code) Fundraiser ID Pay method Adds "Regular Giving" attribute and sets the value to "Yes" Adds "everydayhero Optout" solicit code Adds "everydayhero ID" attribute and enters the ID as the description Gift record, Gift tab Gift record, Attributes tab Donor's constituent record, Bio 1 tab Fundraiser's constituent record, Attributes tab Fundraiser Salutation Title Fundraiser's constituent record, Bio 1 tab Fundraiser First Name First name Fundraiser's constituent record, Bio 1 tab Fundraiser Last Name Last name Fundraiser's constituent record, Bio 1 tab Fundraiser Address Fundraiser's constituent record, Bio 1 tab, Phones/ /Links grid Fundraiser Phone Phone number Fundraiser's constituent record, Bio 1 tab, Phones/ /Links grid Fundraiser Birthday Birth date Fundraiser's constituent record, Bio 1 tab Fundraiser Address 1 Address line 1 Fundraiser's constituent record, Bio 1 tab Fundraiser Address 2 Address line 2 Fundraiser's constituent record, Bio 1 tab Fundraiser City City Fundraiser's constituent record, Bio 1 tab Fundraiser Zip Code Zip code Fundraiser's constituent record, Bio 1 tab Fundraiser State State Fundraiser's constituent record, Bio 1 tab Fundraiser Country Country Fundraiser's constituent record, Bio 1 tab Fundraising Page URL Team Name Adds "everydayhero Page" attribute Adds "everydayhero Team" attribute Fundraiser's constituent record, Attributes tab and Gift record's Attributes tab Fundraiser's constituent record, Attributes tab and Gift record's Attributes tab
18 16 CHAPTER 1 everydayhero Field The Raiser's Edge Field The Raiser's Edge Location Team Position Team Created Enters the team position in the Comment field of the "everydayhero Team" attribute Enters the start date in the Date field of the "everydayhero Team" attribute Fundraiser's constituent record, Attributes tab Fundraiser's constituent record, Attributes tab
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