Let's Get Started
There is a $500 annual fee to use Blackbaud integration in your CERVIS system.
Please contact CERVIS Customer Support at support@cervistech.com to enable Blackbaud integration in your account. Once enabled, you’ll need to configure your Blackbaud RE NXT instance to work with CERVIS. To do so, please follow the steps below:
Connect your Blackbaud instance to the CERVIS Data Sync application
To connect CERVIS with your Blackbaud instance, you will need to visit the Blackbaud Marketplace. To connect CERVIS to your Blackbaud instance, please follow these steps:
- Log in to your Blackbaud instance
- Navigate to the Blackbaud Marketplace: https://app.blackbaud.com/marketplace
- Click on the Manage tab at the top of the Marketplace page
- Click on the Connect app button
- Enter the CERVIS Data Sync Application ID: 8634bd28-0ef9-4ab7-8ec6-2c13182a994d
- Click on Connect button
Connect CERVIS to your Blackbaud Instance
- Sign into your CERVIS console
- Click on the Blackbaud Integration Configuration option under the "System Management" section of your CERVIS Main Dashboard.
- Click on the Connect with Blackbaud button.
- Login to your Blackbaud account in the popup box that appears using your Blackbaud Username and Password (Note: if you are already logged in to Blackbaud in your browser, this step will be skipped)
- Click on the Authorize button on the Blackbaud 'Application Authorization' popup.
- Verify that your Blackbaud Username is being displayed as the Blackbaud Connected User in CERVIS
Integrating Blackbaud with CERVIS
Once the Blackbaud integration is enabled in your system, follow the steps below to connect the two systems.
- Login into your CERVIS Account
- Click on the “Blackbaud Integration Configuration” link under the System Management section of the Main Dashboard
- Set the “Blackbaud Integration Status” to “Enabled”
- Set the “Blackbaud Constituent Code” to the desired Constituent Code that you use in Blackbaud to track volunteers.
- Choose the “Export Method” you would like to use from the options listed below. Note that these can be changed at any time:
- Add New & Update Existing Records - CERVIS will check to see if there is a record match based on a combination of name, email, and phone information; and if there is not a matching record in Blackbaud, a new one will be created. If CERVIS has new or updated information for an existing record, it will also update that record to include that information.
- Add New Records Only - CERVIS will check to see if there is a record match based on a combination of name, email and phone information and if there is not a matching record in Blackbaud, a new one will be created. No existing records will be updated.
- Update Existing Records Only - CERVIS will check to see if there is a record match based on a combination of name, email and phone information and if there is not a matching record in Blackbaud, no new record will be created. If CERVIS has new or updated information for an existing record, it will update that record to include that information.
- Choose the “Export Type” from the options listed below:
- Manual Exporting Only - allows you to select which records you want to export to Blackbaud and when. We recommend selecting this initially until you are confident everything is configured correctly.
- Manual & Automatic Exporting - CERVIS will push data to Blackbaud any time that a volunteer profile is created or updated in CERVIS while still allowing you to complete a manual export at any time.
Setup Field Mapping
Next, configure the fields that you would like to map between Blackbaud and CERVIS in the “Blackbaud Integration Field Mapping Options'' section of the screen. All of the CERVIS field name options are on the left side; select the name of the matching field from your Blackbaud account in the selection box to the right. The selection box for each field will include the fields configured in your Blackbaud instance with the matching type of data.
Complete Integration
Once you have configured all of the desired fields listed above, click the “Update Blackbaud Integration Configuration” button at the bottom of the page to save your changes. If you set your system to perform automatic exports, CERVIS will automatically begin moving over records into Blackbaud as soon as any profiles are updated or added. However, we recommend that you start with the manual export setting so that you can choose the items that you want to export and test out that it is working properly.
For instructions on how to complete a manual export, refer to the Knowledge Base article linked here: Export Records to Blackbaud