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INTEGRATION 

BrightVine Data Loader

Import & Integration Engine

One of the most significant challenges every customer faces is the integration of data. From student imports, new donor and gift files, revenue updates, event registrations, interactions, and more, the need to quickly and reliably integrate data is ever-present.

 

Those familiar with Blackbaud CRM™ know that out of the box the solution does not always meet the complex import needs of organizations. The BrightVine Data Loader Import and Integration Engine eliminates the need to spend countless hours, and dollars, creating custom imports and extending batches which are often difficult to upgrade and maintain. 

 

The BrightVine Data Loader Import and Integration Engine (also called BVDL), was born of this clear market need and allows Blackbaud CRM™ organizations to quickly import large, complex data files. Version 4.0 will be the first version available to Blackbaud Hosted customers.  Version 4.0 general release will be July 2021. If you're interested in the early adopter program, please let us know.

The engine provides: 

 

  • Integration with more data sources 

    • Supports SQL, flat-files, APIs, etc​

  • Improved Data quality 

    • Automate data hygiene with Orchestrations 

    • Build custom business logic once that can be used by all or by some of your imports 

    • Apply Address Validation at the time of import to produce better matching

    • Reduce duplicate entries with custom duplicate matching logic

    • Enhanced duplicate matching score (increase match score based on exact matches to any field including birth date, email address, class year, etc.) 

  • Enhanced Performance 

    • Large files import 

    • Run multiple files at the same time 

    • Supports wildcards (*.csv to pickup & process multiple files)

    • It’s not all or nothing - if one thing fails, the rest keeps going! Game changer.

  • Custom engine extensions 

    • Send data back to another system 

    • Add custom fields and custom tables 

  • Increase staff efficiency 

    • Smart exception handling allows for more efficiency 

    • No manual manipulation of files

    • You don’t have to split files into constituent, revenue, interaction, etc. All of your data can stay in the same file

    • Reduce custom development time by allowing end-users to create orchestrations that allow for manipulation and clean up of data 

    • Improved exception handling workflow. Exceptions handling is now done row by row, vs batch by batch.  You can manage all exceptions in the same place no matter what the data type.  

Examples of data being consumed by the data loader today:

 

  • Event Solutions

    • CVENT (API and flat file)

    • Eventbrite  (flat file)

    • iDonate (API)

    • Classy (API or flat file)

    • Engaging Networks (API)

  • Marketing Solutions

    • Adobe (flat file)

    • Blackbaud CRM Marketing Efforts (Flat File)

    • Gravyty (Flat File)

    • Graduway (Flat File)

    • Merkle (Flat File)

    • RNL Campus Call (API and flat file)

    • RNL Engage (API and flat file)

    • Salesforce Marketing Cloud (API and flat files)

    • Engaging Networks (API)

    • Good United (Flat File)

  • Constituent Solutions 

    • Banner Student Import ​(API and flat file)

    • Employees (multiple source systems)

    • FERPA

    • License Plates (flat file)

    • NCOA files (flat files)

    • Payroll Deductions (flat files)

    • Public Radio/TV (flat files)

    • Ticket Holders (multiple source systems)

    • Experian (API and flat file)

  • Financial / Donation Solutions

    • Adaptive Insights (API and Flat File)

    • Luminate (API or flat file)

    • BBIS (API) 

    • RP Scanner Solutions (API and Flat File)

    • Workday (API and Flat File)

    • Banner Finance (API and Flat File) 

    • Classy (API and flat file)

    • Engaging Networks (API)

    • Mobile Cause (flat file)

    • Fundraise Up (flat file)

I love the BrightVine Data Loader. It is the best decision we made to manage our data. We are using the templates BrightVine built but we are also building other imports and have been able to tackle projects that were long overdue!

Adriana Bitoun

Executive Director, Advancement Services

University of Cincinnati Foundation 

CVENT Event Integration with Best Friends Animal Society

Best Friends Animal Society is a national animal welfare organization focused on helping the U.S. become a no-kill nation by 2025. From its roots at the largest no-kill companion animal sanctuary located in Kanab, UT to their many regional programs around the country, Best Friends has cultivated a strong base of supporters nationwide.

 

Best Friends hosted its 20th Best Friends National Conference. The 2018 conference, held in Los Angeles, California and attended by 1,657 people, gave attendees the chance to learn, share, and connect with like-minded animal lovers from around the world.

For both attendees and staff, a seamless registration experience was a must. Best Friends Animal Society used Cvent™ event management software for this purpose and engaged BrightVine in early 2018 to assist with direct integration between Cvent™ and their Blackbaud CRM™ donor management system. The direct connection between Blackbaud CRM and Cvent saved staff time since the retrieval of files was no longer necessary and the events team could trust that the information visible in Blackbaud CRM™ was always current. The breadth of the incoming data was on the complex side, incorporating requirements that were not possible to accomplish using out-of-the-box import in Blackbaud CRM™.  These included:

  • Creation of new constituents with contact information, relationships, and other biographical information

  • Updates to existing constituent data (such as new contact information)

  • Single & group event registration

  • Ability to add additional payments for things like bus fees, site tours, additional sessions, or additional donations

  • Refunds, partial refunds, cancellations, and other revenue updates

 

One of the most exciting parts of this project is that it included training on the underlying BrightVine Import and Integration Engine technology which, when paired with the team’s SQL Server Integration Services knowledge, means the Best Friends application developers are now equipped to create additional integrations when the need arises. 

 

Superbowl Ad Featuring University of Wisconsin-Madison Veterinary School

WeatherTech founder and CEO David MacNeil's dog, Scout, was featured in a SuperBowl ad that followed its journey as a cancer survivor, celebrates the work being done at the University of Wisconsin School of Veterinary Medicine, and encouraged viewers to donate to the school’s cancer research efforts. This was a wonderful opportunity for the University of Wisconsin–Madison and the School of Veterinary Medicine, The University of Wisconsin.  Being featured in a SuperBowl ad could drive a lot of donations.  The University used the BrightVine Data Loader Import and Integration Engine to import all of the contributions made to that campaign.  It saved the organization time and allowed for quick reporting back to all those involved in the campaign.   The foundation uses the data loader to process data and integrate third-party systems as well.  It's an invaluable asset for the foundation. 

UNICEF USA & Kids in Need of Desks 

Kids in Need of Desks (K.I.N.D.) campaign, launched by the UNICEF USA and MSNBC's Lawrence O'Donnell, deliver desks to hundreds of schools in Africa.  K.I.N.D. also provides secondary school scholarships to Malawian girls most in danger of missing out on an education.  During the holidays O'Donnell promotes his K.I.N.D campaign and solicits donations on MSNBC's "The Last Word with Lawrence O'Donnell."  Every day large volumes of transactions are processed using the Data Loader Import and Integration Engine allowing UNICEF USA and O'Donnell to report near real-time fundraising results on his nightly show.   UNICEF USA uses the Data Loader to integrate numerous systems to Blackbaud CRM

Offices:

Headquartered in Boston and Charleston with consultants across the country

843-900-4287

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BrightVine Solutions, Inc. (BrightVine) is a member of the Blackbaud partner network. BLACKBAUD®, THE RAISER'S EDGE®, BLACKBAUDINTERNETSOLUTIONS®, BLACKBAUD CRM®, and RAISER'S EDGE® are registered trademarks of Blackbaud.  BRIGHTVINE, the BRIGHTVINE® LOGO, BRIGHTVINE DATALOADER® and DELIVERING EXCELLENCE FOR GOOD® are registered trademarks of BrightVine Solutions.

 

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