SmartZIP RENXT/BBCRM/eTapestry: Set up instructions

SmartZIP RENXT/BBCRM/eTapestry: Set up instructions

This guide takes you through the installation of SmartZIP (Chrome edition) for Raiser's Edge NXT, eTapestry and Blackbaud CRM.
Note: If you have just installed the Chrome extension skip to step 2.

Step 1 - Install SmartZIP

  • Click ‘Add to Chrome’. This will install SmartZIP in your Chrome browser so you can use it with Blackbaud CRM.

Step 2 - Set up the PCA Predict address service

If SmartTHING have not already supplied you a PCA predict key you can contact our team to do so or follow this step by step guide (note: you do not need to 'Secure the key' in those instructions as this is not the web version of the software).

Once you have your key please note it for Step 3

Step 3 - SmartZIP CRM Options
If you just installed SmartZIP you should find the options already open in a tab in your browser. If not please visit chrome://extensions and find the SmartZIP extension, click on the 'Options' link.

The above will result in SmartZIP's options being shown (as below):

  • You need to input your SmartZIP license username and key (these have been emailed to you by SmartTHING).
  • Click 'PCA Predict Settings' and enter your PCA Predict Key (If you don't have a key, see Step 2 above).
  • Click Save, to validate your licence details and to start using SmartZIP!
Once configured you'll notice SmartZIP when adding or editing addresses in your CRM i.e. in Blackbaud CRM (see the new Address finder: field below Country):


View a demo

Finally, here is a video of SmartZIP showing you how it works on our youtube channel.

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