SmartSYNC
SmartMAILCHIMP and SmartDOTDIGITAL: Consent Explained
The consent channel (consent with no category) is a new feature in RENXT and is required. There is an overall channel consent (Email) and then, within that, you have categories, i.e., Email > All communications. When you add consent for an Opt-In (or ...
SmartIMPORT: Working with web forms and applications that support webhooks
There are tons of applications and web form systems that support webhooks. If in doubt contact your provider to see if they confirm they support webhooks or Google for the answer. If they do then great news - SmartIMPORT can be used to pull that data ...
SmartSYNC: Education edge candidates to Email Marketing Systems
When configuring this integration we must create a custom list within the schools system which will allow us to monitor candidate records. To do this: Log into Education Edge with an admin account (or an account with full privileges for lists) Go to ...
SmartENHANCE: LinkedIn - How to configure the required account
We use Brightdata to provide the LinkedIn profile and search features required for our product. You will need to set up an account and provide us with the API token and zones. To do this follow the steps below. Note: the BrightData Privacy Policy is ...
SmartJUSTGIVING: Connecting JustGiving
To allow SmartJUSTGIVING to retrieve data from JustGiving you need to follow the below steps. Help is at hand: If you have any issues with the below steps email developer@justgiving.com and they will be happy to help Get an App ID (also known as an ...
SmartSYNC: Quick tagging records in DotDigital and Mailchimp
You may wish to segment your email list/constituents within Raiser's Edge and then send them an email within DotDigital or Mailchimp. This is possible with our SmartDOTDIGITAL or SmartMAILCHIMP add-on pack which provides two ways of accomplishing ...
SmartSYNC: Monitoring prospect status changes
You may wish to sync or perform an action when a constituents prospect status changes. This can be accomplished through the use of our 'Instant notification of record changes' event step and setting the Event types to 'Prospect add' and 'Prospect ...
SmartMAILCHIMP and SmartDOTDIGITAL: How to import statistics
You now have the ability to send statistics from Mailchimp and DotDigital campaigns to appeals or actions within Raiser's Edge. To enable this feature you need to follow all the below steps. Create and configure the SmartSYNC flow Enable the ...
Force sync fields in Raiser's Edge with limited SKY API access to external applications
How to force updates to data in external applications where there is limited API access in Raiser's Edge NXT In certain areas of Raiser's Edge NXT, the functionality in relation to the SKY API is limited. This may mean a field value can be accessed ...
SmartENHANCE: Q and A
Some common questions and answers for our SmartENHANCE service What is SmartENHANCE? SmartEHANCE uses public data sources to take a domain (from an email, website or direct domain) and enahnce it to provide details of the associated company ...
SmartSYNC: Access NFP Forms to RENXT - Consent mapping
Mapping consent from your Access NFP Forms to consent in Raiser's Edge Note: The words entered into the left hand column need to match your form consent labels exactly as demonstrated in the image. The The values in the right hand column will be used ...
SmartSYNC: Access NFP Donations to Raiser's Edge
Access NFP provide their Appeal ID with each donation, we need to map this to the equivalent Campaign, Fund and Appeal in Raiser's Edge (RE). This page takes you through finding the Appeal ID and how to create a SmartSHEET to provide a mapping ...
SmartSYNC: Receive email notifications from EventBrite
Eventbrite provide a notification system that allows you to trigger a flow in SmartSYNC in response to a webhook event. These webhooks are configured on the EventBrite 'Add webhook' feature and then notify our SmartSYNC flow to send you an email. To ...
SmartSYNC: Connecting SalesForce
Salesforce provide very robust API services to allow SmartSYNC to work with data held within their systems. Within SmartSYNC you can create a new app connection to Salesforce but require a couple of settings to allow this connection. Instructions ...
SmartSYNC: Using a tenant app with Dynamics, Outlook, Excel and other Microsoft app connectors
When creating connections to Microsoft products your IT environment admins may have restricted access to only locally created client apps. These are referred to as single tenant apps. This is not an issue as we can create an app for your environment ...
SmartSYNC: Real-time API security and requests
SmartSYNC provides an API interface to run data flows in real-time and return the results to an external system. Using the API Enabling the API To enable the API you need to go to the Admin > Account page within your SmartSYNC account. Toggle the API ...
SmartEMAIL for BBCRM and Outlook: How to set up the systems
Below are instructions on how to add the requisite settings to BBCRM to allow emails to be recorded from Outlook (or GMAIL). We do not cover the Email end of the process but just the CRM side and examples of how the data will be recorded. The example ...
SmartSYNC: iSAMS Pupil monitoring system
SmartSYNC allows you to monitor iSAMS for new and graduating pupils along with their applicant address. We also monitor their registered parents and their contact addresses. To achieve this you need to register for a new API Key. A brief outline of ...
SmartSYNC: Adding IDs as aliases to Raiser's Edge
Several of your SmartSYNC flows rely on having an external systems IDs stored in Raiser's Edge as an alias. This allows us to create that one to one record link between an external systems record and its corresponding RENXT constituent record. To ...
SmartPORTAL: User login API features
SmartPORTAL allows users to log in to your website using their Raiser's Edge NXT record. This means they can use the various SmartPORTAL forms such as login, profile updates, add action and the callhandler function. On top of this it also provides a ...
SmartSYNC: Correcting data and rerunning a data flow
Occasionally SmartSYNC will report flow errors. Usually the issue will be something to do with the data that has passed through the flow such as an Invalid address (misspelt country, or other details), invalid phone number format, invalid email ...
SmartSYNC: Zoom application set-up
To connect your Zoom account to SmartSYNC you need to set up your own Zoom application. This is a fairly easy process which we guide you through below. Step 1. Create an application We will create an application and then, for our SmartZOOM product, ...
SmartSYNC: Raiser's Edge 7 connector requirements
If you have Raiser's Edge 7 (RE) self hosted and Blackbaud's REAPI addon then we can connect SmartSYNC for you. You will have a lot but not all the functionality of the product as we have reengineered a subset of the Blackbaud SKY API for RE7. The ...
SmartSYNC: Integrate your web forms
SmartSYNC can connect numerous form systems. The key thing is that the form system supports webhooks. Usually your website (CMS) will have a form system that works well built-in to the service i.e. WordPress, Drupal etc. will have their own form ...
SmartSYNC/SmartEMAIL: BBCRM limit email search to certain sites
You may wish to limit your SmartEMAIL sync to BBCRM to only search records linked to a specific site i.e. UK only, or US only. This can be accomplished by creating a Data List in BBCRM and linking to that via a 'Search using data list' Search step in ...
SmartSYNC: Using Google Docs, Groups, Sheets, Places and other services
Get an API KEY or OAUTH credentials You will need an API key or OAUTH credentials to use Google APIs and Services from SmartSYNC. The process of creating these is the same for all of Googles' API based services. Go to the Google API Console. From the ...
SmartSYNC: Integrate your Event Forms
Using web forms with SmartSYNC Organisations could use any number of online form providers as long as they support webhooks for the submitted data. There may be one built into their website CMS for instance or they can use JotForms, WuFoo, Zoho ...
SmartEMAIL: Connecting Gmail / Outlook to Raiser's Edge NXT
Pick up the emails you wish to record First you need to create the category (in Outlook) or label (in Gmail) which you will apply to emails you wish SmartEMAIL to process. Any emails with this marker will be processed within 5 minutes by SmartSYNC ...
SmartSYNC: Testing a flow, initial setup hints
When setting up integrations you may wish to limit the records that cause updates to flow to other applications. Without this you may have more data flowing between the applications before you have properly tested the flows out. You can easily set up ...
SmartSYNC: Sample flow imports - get up and running even quicker
SmartTHING can provide template flows for most application integrations. These are flows set up in a 'good' way by the SmartTHING team and encompass the most common configuration of integrations between the apps. Users can import these flows and then ...
SmartSYNC: Remember, it's a transactional sync...
One way loop protection SmartSYNC has built in loop protection to prevent changes in one system bouncing back and forward - it puts a 1 hour block to ensure data only flows one way after a change is made. So if you have a flow from Raiser's Edge to ...