In an earlier post I looked at the way in which it is possible to open up a Crystal Report from VB or VBA code in The Raiser’s Edge. That was with version 8.5 of Crystal Reports. I tried to do the same thing recently with a report created in Crystal Reports 11 and the code broke. I rewrote the code using a newer object and technique.

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A lot of the work that I do involves the integration of third party products with The Raiser’s Edge. It is not always right to develop a custom application to perform this integration. There are many factors including the volume of data transfer, the complexity of data, how quickly the data needs to be integrated and of course what budget is available. This article attempts to outline the options available to Raiser’s Edge managers who need to integrate with non-Blackbaud products.

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There was a post on Blackbus recently where a Raiser’s Edge user was having trouble mapping the output of a third party system to RE. The other system had the constituent system id and did not have the import id or the constituent ids so importing the data directly into RE was proving to be a problem. It would also be difficult to do any kind of lookup natively in RE unless it was done manually through a query.

I suggested that this was a straight forward solution if you were to write a plugin. In fact I felt that it was so straight forward that I would just write it. So here it is a new plugin that takes a system constituent id and outputs the constituent and import ids appending them to a copy of the input file.

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In export for a recurring gift it is not possible to pull out the bank details specific to that gift. You can only pull the name of the bank or all the banks on the constituent’s record. It is not possible to pull the account number and sort code. This is really important when there are bank issues with recurring gifts that need to be sorted out.

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In a previous post (Integrating with Excel) I gave a code example of how RE can integrate with Excel. The code was relatively simple. One of the problems with working with Excel is if you embed references to Excel in your project but you are not sure of the version of Excel you will be working with.

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I normally keep up with the latest changes in the Raiser’s Edge version.  I thought that the jump from 7.81 to 7.82 was not that great. I knew that there were fixes so that RE would work with Office 2007, there were some more changes to optional modules (I was only really familiar with events), there were new names for items in query and export, another change to Gift Aid and that was about it. At least that was it until I saw an item on the conference pages talking about the new Batch API code that had been made available. What?? Batch API! This is something that I have been asking for forever and it completely threw me when I just stumbled across it. Read the rest of this entry »

There has been some discussion on the Blackbaud forums and on the Blackbus forum about using a second non-production database.  This article will highlight some ways of doing this. 

Before I begin I want to categorically state that if you believe what I am writing in this post breaks your Blackbaud contract then do not do it. A long time ago I was told by Blackbaud that it was perfectly acceptable and I hold by that but I know that others who have been told otherwise (including various support people at Blackbaud who will give you a different ruling depending on who you speak to!) Just to reiterate I am in no way encouraging you to break the law!
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One issue that I frequency encounter was raised as a post on the forum for a similar problem:

When you create a gift you need to add a fund, campaign and appeal. The problem is that the values on the gifts are dependant on the user options of the person running the code. When I first encountered this problem I was amazed that this could have been programmed in this way.
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