Qgiv has three integrations for Raiser's Edge: ImportOmatic, Importacular, and NXT.

If you're looking for information about the Importacular integration, check out this article. 

If you're looking for information about the Raiser's Edge NXT integration, check out this article.

Please note: You can view Omatic's support documentation related to the ImportOmatic integration here.

You can download a spreadsheet that shows which fields in Qgiv map to associated fields in Raiser's Edge ImportOmatic - it's attached to this article!

Online, Qgiv offline transactions, and peer-to-peer verified offline transactions will be exported.

Contents:

• Getting Started
• Integration Configuration in Qgiv
• General Settings
• Export Settings
• Import
• Default Values
• Extra Info
• Optional Mappings
• Running an Export and Export History
• Backing Up, Re-Authenticating, or Deleting the Integration
• Enabling the Service Integrations Notification

 

Getting Started

To view a tutorial on pulling mapping object data, click the video below.

To get started with the Raiser's Edge integration, you'll need to get mapping object data from your instance of Raiser's Edge. To do this, log in to Raiser's Edge and click Query, followed by New Query in the navigation along the side of the screen.

A pop-up will appear in which you'll choose which Query Type you'd like - this is up to you. You'll want to select Dynamic for the Query Format.

The types of queries and their associated output are listed below:

Fund

• Output
  • Fund ID
  • Description
    • Fund information

Appeals/Packages

• Output
  • Appeal ID
  • Description
  • Package ID
  • Description
    • Appeal Information
    • Packages

Events/Price Units

• Output
  • Event ID
  • Event Name
  • Unit
    • Event Information
    • Prices

Once you've selected your type, click OK. On the resulting screen, you'll need to choose the filters you'd like that will determine the records that are output.

To run a query, highlight the query back in the main Query window and click Export. Make sure Include Header is selected. This will result in a CSV file of your query data.

 

Integration Configuration in Qgiv

Now log in to Qgiv to configure the integration with Raiser's Edge.

To set up the integration, click the Integrations icon along the left side of your screen.

Locate the Raiser's Edge - ImportOmatic tile in the CRM section and click Connect.

Click Connect again.

 

General Settings

You'll be taken to a screen where you can configure your settings.

Settings are organized into tabs along the left side of the page. You'll be prompted to Save after you make changes on a tab.

On the General tab, use the calendar to choose the Export Data Starting On date. If you'd like to export data from a date prior to the current date, you can set your calendar accordingly so historical transaction data will be exported.

IMPORTANT: The date you set aligns with the transaction dates you'll be exporting. If you set the date to today, only transactions from today and future dates will be exported.

The Export Data Ending On field lets users input a date to end exports from the integration. Leave this field blank if you want the integration to export indefinitely.

 

Export Settings

The next tab houses the Export settings.

Exclude Offline & Matching Donations, when toggled on, excludes offline and matching donations from exports.

IMPORTANT: If you choose to export offline and matching donations, only verified transactions will be included.

Below the Exclude Offline & Matching Donations toggle button, you’ll see a toggle labeled Add Extra Info Into Separate Columns. When you toggle on this option, any of the selections you make in the Add Extra Info to Gift Reference Field will be exported to its own column instead of as a string of information.

Next, you'll see the Export Custom And Dedication Field Data toggle.

Enabling this will append custom and dedication field data at the end of the export in the following order:

1. Non-event participant custom fields in order by ID (which should align with date created, but that should not be relied on)
2. Event participant custom field data in order by ID (which should align with date created, but that should not be relied on)
3. Dedication fields in order by ID (which should align with date created, but that should not be relied on)

Please note: For both of the toggle options listed, you'll need to update the ImportOmatic profile manually so that the custom fields and extra info fields are mapped. The best way to do this is to export an import file and update the IOM profile based on the field order. This should happen EVERY TIME a new custom or dedication field is added or each time you add an extra info field. Omatic should be contacted for help on altering the IOM profile.

You can find their contact information at the following link: Omatic Support Page

 

Import

In the Import section, you can upload CSV files for Funds, Campaigns, Appeals and Packages, and Events and Price Units.

The values you upload in this area will provide the options you see in the drop-down menus on the Default Values tab.

 

Default Values

On the Default Values tab, choose a Fund, Campaign, Appeal, and Event from the drop-down menus. The selections you make here will be your default mapping locations for transactions that cannot be mapped elsewhere. Selecting a Fund is mandatory, but Campaigns, Appeals, and Events are optional selections.

Event is only applicable if you have the Event Module installed in Raiser's Edge. If you don't, just select Unmapped. If you're mapping Qgiv packages to Event Price Units in Raiser's Edge, the package and event price unit must match exactly. If not, any matching records will fail to import in ImportOmatic. If this does happen, you have the opportunity to reconcile it in ImportOmatic.

 

Extra Info

If there’s any extra information you’d like to add to the Gift Reference field in Raiser's Edge upon export, you can choose from the options in the drop-down menu on the Extra Info tab.

You can read more about what those extra info fields mean here.

Please note: This value will be automatically truncated to 254 characters to match Raiser's Edge field limits.

You can make multiple selections. They’ll appear one at a time below the drop-down menu as you select them.

Not all information is available for each transaction type (e.g. Participant Name will only show up for peer-to-peer registrations).

 

Optional Mappings

Once you’ve saved, click the Mappings tab to display your Optional Mappings options. This is where you’ll configure mappings if you’d like specific data sets mapped to something other than the default values in the settings area.

Mappings can be grouped by Mapping Type or by Form using the Group by drop-down menu.

You can also filter your mappings to display only specific Mapping Types or only certain Forms and Events.

To add a new mapping, click the Add New Mapping button and then select the Mapping Type from the drop-down.

For example, if you’d like to export data for a specific form, select Standard Qgiv Form > Form from the drop-down menu. Then, use the Form drop-down to select the form.

If you’d like to exclude the Qgiv data from your exports, check the box labeled Exclude from Export.

Excluding can be useful for something like a $0 category for a peer-to-peer campaign. 

 

If you’d like to export the data to ImportOmatic, do not check the box, and then select the Fund, Campaign, Appeal, and Event values.

When you’ve configured your mapping, click Add Mapping.

You can Edit or Delete a mapping by clicking the three dots at the right side of the mappings table.

If you’d like to delete multiple mappings, check the box next to the mapping’s names, and then click Delete Mappings at the top of the table.

The process is similar for each data set shown in the Optional Mappings area. There may be some slight variations in how many choices you have in each drop-down. 

For example, if you’re mapping restrictions, you’ll see another drop-down menu, and still another if you’ve set up sub-restrictions. 

When mapping events, you’ll be given the option to drill all the way down to event packages, if desired.

You can also map text campaigns:

Peer-to-peer events just require a form selection and export destination.

You can choose to export other peer-to-peer data, as well.

Peer-to-Peer Classifications

Peer-to-Peer Categories

Peer-to-Peer Restrictions

Peer-to-Peer Store Purchases

You can also map auction transactions.

Auction

Auction Restriction

Auction Package

Auction Item

 

Running an Export and Export History

When you’re ready to run an export, click Export, which is located in the upper-right corner of your settings window.

Please note: If you're exporting for the first time or have a large number of transactions to bring over, we'd recommend setting your export start and end dates to export one week at a time to avoid hitting API limits.

A CSV file containing your data will be automatically downloaded. Once you've downloaded your export file, you're ready to upload it into Raiser's Edge using the steps you learned during your training with ImportOmatic!

In Qgiv, you’ll receive a message in a pop-up alerting you that your export was completed. 

Clicking View Export History will open the Export History Report, but will display only the records associated with this export.

At the top of your integration management screen, you’ll see an Export History tab. Here, you’ll see some basic information about your past exports, including the Export ID, Date and Time, Status, and Total Transactions.

Clicking the Export ID will take you to the more detailed Export History report, filtered by the transactions that were exported in that batch.

To view the full Export History report, click View All Export History.

When you do so, you’ll open the Export History Report, which includes a table which details all exported records across your service integrations.

Follow the link to learn more about the Export History Report.

 

Backing Up, Re-Authenticating, or Deleting the Integration

If you have a lot of optional mappings, you may want to back them up to a CSV file. This is useful if you need to deactivate a service or adjust your connection and want to make sure your mappings are safe.

Click the Mappings Backup link to access the Mappings Backup & Recovery settings.

From here, you can download your mappings as a CSV file, as well as upload a previously downloaded backup file.

The Re-authenticate link lets users reconfirm their integration credentials or enter credentials for a different account.

When you click Re-authenticate, you'll be prompted to Activate the integration or Cancel the reauthentication process. Clicking cancel keeps the integration set up the way it was before clicking Re-authenticate.

If this service integration is no longer needed, it can be deleted by clicking Delete Integration in the left-hand navigation.

You'll be prompted to confirm your choice to delete the integration by typing the word DELETE.

After deleting the service integration, if you need to re-enable it you can reconnect just like when you originally set up the service integration. 

To save you time and prevent you from accidentally creating duplicate records, you'll be prompted to Restore export history when you establish your integration again. Note that this will not import any past integration settings. If you would rather start with a clean slate, select Start from scratch instead.

 

Enabling the Service Integrations Notification

To be notified via email when a service integration becomes inactive, the integration is locked for an extended period, or a transaction fails to export, you can turn on the Service Integrations notification.  

To manage notifications, navigate to the Notifications area of your org-level control panel.  

Click Manage for each user you’d like to receive the notification.  

Then, search for Service Integrations at the top of the screen, or scroll down to Service Integrations in the System Notifications section.  

Check the box next to the notification to activate it. 

Scroll to the bottom of the screen and click Save Settings to save your changes. 

To read more about Notifications, check out this article.