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Data Integration

Data Integration. What we will cover. Scenarios Export API - Pull or Push Transaction data and it’s format Current integrations Salesforce Raiser's Edge ROI Solutions Custom. Export API. We provide an open data model Private token Web service or Secure Copy via SSH

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Data Integration

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Presentation Transcript

  1. Data Integration

  2. What we will cover • Scenarios • Export API - Pull or Push • Transaction data and it’s format • Current integrations • Salesforce • Raiser's Edge • ROI Solutions • Custom

  3. Export API • We provide an open data model • Private token • Web service or Secure Copy via SSH • Transactional format • csv or xml • Customising the export

  4. Salesforce • Plugin built by Roundcorner • All types of Salesforce instances • Customisable

  5. Salesforce • Plugin built by Roundcorner • All types of Salesforce instances • Customisable

  6. Raiser’s Edge Built by JMG SolutionsRE hosted clients can use the SIE tool to batch import API to fully automate the process with 'on premise' RE

  7. ROI Solutions

  8. Questions?

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