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2008 BBE Conference Presentation

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2008 BBE Conference Presentation 2008 BBE Conference Presentation Presentation Transcript

  • The Raiser’s Edge Decoded A First Look at The Raiser’s Edge API www.zeidman.info 20 th October 2008 David Zeidman – Zeidman Development
  • What is an API?
    • Application Programming Interface
    • Ability to integrate and extend an application
      • The Raiser’s Edge
      • Blackbaud’s Infinity platform
      • Facebook
      • Google
      • Office – Excel, Outlook, Word
  • What is The Raiser’s Edge API?
    • Term is used in many contexts:
      • The coding interface
      • The optional module RE:API
      • The optional module RE:VBA
      • Some or all of the above
  • What can the API do?
      • Capture The Raiser’s Edge actions (VBA)
      • Custom forms
      • Integrate The Raiser’s Edge with other applications
      • Plug-Ins
      • Custom stand alone applications
      • Interaction with web applications
  • Areas of The Raiser’s Edge
    • Included
      • All records (constituents, gifts, events, etc)
      • Reports
      • Static Queries (not dynamic)
      • Most of Batch
      • Code tables
      • Some security
  • Areas of The Raiser’s Edge
    • Excluded
      • Global Change module
      • Export
      • Security users and groups
      • Merge
      • NetSolutions
      • Queue
      • Default sets
  • VBA – Visual Basic for Applications
    • Microsoft Technology
    • Embedded in Excel, Access, Word and The Raiser’s Edge
      • Captures program events
      • Direct interaction with current tasks
      • Can be installed system wide or on a per workstation basis
      • Requires RE:VBA to use
  • Capturing Raiser’s Edge actions (VBA)
    • Data from the constituent record
  • Capturing Raiser’s Edge actions (VBA) Save a Gift Gift saved with attribute copy Fetch constituent attribute Add to gift
  • Capturing Raiser’s Edge actions (VBA)
    • Data added to the gift
  • Custom forms integrating with other applications
    • Integrating with the animal adoption database
    • Form can be shown from a record
  • Custom forms integrating with other applications
    • The constituent record is opened, the macro button pressed
  • Custom forms integrating with other applications
    • The custom form shows the constituents animal adoption details
  • Plug-Ins
    • Isolated applications
    • Requires user interaction
    • Must be installed on each client
    • No extra cost
  • Plug-Ins
  • Plug-Ins – Events Integration with Google Calendar
    • Global add of events to Google calendar
    • Add event on save (RE:VBA)
  • Plug-Ins – Events Integration with Google Calendar
    • Set up the integration
  • Plug-Ins – Events Integration with Google Calendar
    • Globally add events to Google Calendar
  • Plug-Ins – Events Integration with Google Calendar
    • Event added to Google Calendar
  • Custom Application – Newspaper affiliate
    • Specific constituent and action fields required only
    • Ability to add new subscribers / constituents
    • Ability to both read and edit limited constituent and action fields
    • No access to fundraising information
  • Custom Application – Newspaper affiliate
    • Search among limited constituents (due to security by constituency code)
  • Custom Application – Newspaper affiliate
    • A specially designed subscriber window
  • Custom Application – Newspaper affiliate
    • All Information corresponds to constituent and action data
  • Custom Website Integration
    • Three types:
      • Batch – offline update
      • Real time – read and update
      • Combination – read real time, batch update
  • Custom Website Integration - Batch
    • No direct link to The Raiser’s Edge
    • Often one way flow into The Raiser’s Edge
    • Plug-in to validate data before update
    • RE:API not required
    • Delays cause synchronisation issues
    • “ Safest” option
  • Custom Website Integration – Real time
    • Read and update in real time
    • Direct link to API
    • Strong validation required
    • Risk for bad data
    • The Raiser’s Edge uptime requirement
    • Can be best user experience
  • Custom Website Integration – Combination
    • Direct read from API
    • Updates validated by plug-in offline
    • Some synchronisation issues possible
    • Best of both solutions
    • Good user experience
  • NetCommunity and the API
    • Already a close interaction
    • Extended through the creation of custom parts
  • NetCommunity and the API
  • NetCommunity and the API
  • NetCommunity and the API
  • API Links
    • www.zeidman.info – Free plugins and plugin directory
    • www.re-decoded.com – API blog with code examples
    • www.blackbaud.com/support/faqs/re7vbaapi.aspx - Official API FAQ
    • forums.blackbaud.com/forums/20.aspx – Official API forum
    • www.blackbus.org/forum/api-vba/ - Blackbus API forum
    • www.customizingnetcommunity.com – Netcommunity blog
    • www.usna.com – Great NetCommunity Custom parts implementation