We have two ways of integrating Engaging Networks with Raiser’s Edge: the ImportOmatic connector, and the Super Importer/Exporter.
ImportOmatic from Omatic Software, which is a certified Blackbaud partner, provides a seamless sync between Raiser’s Edge and Engaging Networks. The import sync is automatic and you can export data via query. The Engaging Networks connector for ImportOmatic (IOM) consists of several sub-connectors for different transaction types from Engaging Networks. Transaction types are grouped based on their associated record types in Raiser’s Edge (RE) and settings in IOM. This allows users to develop IOM profiles and RE mappings for each different record type.
The sub-connector is chosen by the user when creating a new profile in IOM. During setup of each profile, the user enters their Engaging Networks API key which is validated against the Engaging Networks servers. They can also optionally choose an Export Group to apply. Once a profile is created and the mappings are complete the user will be able to download and process transactions directly from Engaging Networks through IOM and into RE. Attached is more information about the ImportOmatic tool.
The Super Importer Exporter from JMG Solutions (certified Blackbaud partner) provides a two-way sync, taking online transaction data and constituent information from Engaging Networks into Raiser’s Edge, and taking constituent data (new records and updated records) from Raiser’s Edge into Engaging Networks. SIE uses our application programming interface (API) to export transactions from Engaging Networks, map them to the RE data format and import them. SIE also exports data from RE and imports it into Engaging Networks. This allows you to pull any offline gifts from RE into Engaging Networks, as well as any other data to aid in email segmentation.
There are two types of data that is exchanged – supporter (constituent) information and transactions. After SIE exports all transactions from the preceding day, it checks if each transaction to see if the supporter already has a corresponding record in RE. If not, a new constituent record is created. We import the Raiser’s Edge Constituent ID field into the Engaging Networks supporter record, so that the records are linked. Engaging Networks uses three-digit codes to distinguish transaction types, like one-time donations (FCS), recurring donations (FCR). The transactions are mapped to the appropriate tables or fields (i.e. an FCS transaction creates a gift record in RE).
Omatic provides support and training/implementation of the ImportOmatic tool directly, and Chris Carter Marketing provides support and training/implementation of the Super Importer/Exporter tool directly.