VolunteerHub integrates with both Blackbaud-hosted and locally installed versions of The Raiser's Edge. The VolunteerHub Synchronizer is a special plug-in we provide that allows you to synchronize your volunteer information, such as name, date of birth, contact information and event hours into The Raiser's Edge with the simple click of a button. The integration also allows you to merge your VolunteerHub users with existing constituents in Raiser's Edge or to create a new constituent with the volunteer's information from VolunteerHub.

For more information on the Raiser's Edge integration and pricing, please contact info@volunteerhub.com.

This article covers the following topics:

Running the Synchronizer

Important: Before running the VolunteerHub Synchronizer plug-in in The Raiser's Edge, use the Deduplicate feature in VolunteerHub to ensure duplicate volunteer accounts are not added in The Raiser's Edge.

Step 1.

Open The Raiser's Edge and click on Plug-Ins in the left column (Figure 1).

Figure 1. Click on Plug-Ins to access the VolunteerHub Synchronizer in The Raiser's Edge.

Step 2.

Click on VolunteerHub Synchronizer in the second column or in the main area of the page (Figure 2).

Figure 2. Select VolunteerHub Synchronizer from the list of plug-ins.

Step 3.

Click on the Start button in the VolunteerHub Synchronizer window (Figure 3).

Figure 3. Run the VolunteerHub Synchronizer with the click of a button.

After running the synchronizer for the first time, future synchronizations will send only those values that the volunteer or administrator has changed in VolunteerHub.

Note that The Raiser's Edge users who run the plug-in must have sufficient permissions to create and edit constituents as well as create, edit and delete timesheets.

Managing Duplicate Records

After running the synchronizer, the window may present you with possible duplicate records. These are separate records that exist in VolunteerHub and in The Raiser’s Edge with the same name, often with different personal information such as address or phone number.

Step 1.

Click on the drop-down menu under The Raiser’s Edge column to select whether to combine the VolunteerHub record on the left with a current record in The Raiser’s Edge or to add it as a new record (Figure 4).

Figure 4. The synchronizer also has a deduplication feature.

Step 2.

Whether you opted to create a new record or combine the VolunteerHub record with a Raiser’s Edge record in the drop-down menu, you can view the results in the Records module of The Raiser’s Edge by clicking on Records > Constituents and searching for the volunteer’s name using the search bar provided.

Step 3.

If you combined the two records, you can click on the Addresses tab to view the updated address (Figure 5). If your organization requested that updated information append the existing record, you will see historical address information for the constituent here, with the VolunteerHub address marked as “preferred,” meaning it is the current address for the constituent.

Figure 5. Updated address information will appear under the Addresses tab in the constituent's record.

You can change the preferred address by double-clicking on the address you’d like to mark as current and checking the Set this address to the preferred address and Send mail to this address checkboxes (Figure 6).

Figure 6. Check these checkboxes to make the selected address the user's primary address in The Raiser's Edge.

Resynchronizing Duplicate Records

VolunteerHub Synchronizer plug-in versions 1.1.0 and later include a feature that automatically detects when a constituent record is already matched with a VolunteerHub user and presents a warning message (Figure 7 below) when you attempt to merge a second user account into the same constituent. This helps you avoid common errors encountered when duplicate records exist in VolunteerHub since only one VolunteerHub user can sync with a constituent in Raiser's Edge at any time.