The ACME/Raiser’s Edge integration provides the ability to upload customers, memberships, and organizations to ACME. This allows ACME users to:

  • Lookup customers to transact
  • Lookup members to verify the status of the membership
  • Renew existing memberships
  • Sell member discounted tickets
  • Lookup organizations to verify corporate memberships at the POS


Depending on the volume and reliability of your data in Raiser’s Edge, it is important to clearly define which records should be imported on a regular basis to provide value to ACME users.


TABLE OF CONTENTS


Decisions 

Before you activate any data transfers between Raiser's Edge and ACME, you will want to consider the following decision points:

  1. Define which member records should be accessible in ACME. How long do you actively communicate with a lapsed member? Is there a point in time when you no longer expect the member to rejoin? For some organizations, the communication stops when the membership is Dropped. Your “active” pool of members typically includes your current members, lapsed members who are likely to renew, and deeply lapsed members who might rejoin in the future. Perhaps someone who has been lapsed for a certain number of years is no longer on your radar. Depending on the activity of your member base, you can define which records are worth importing to ACME, and which ones are not.
  2. Define a user account for exporting the data. To ensure consistency, it is recommended to have a dedicated user account for exporting and importing data for the ACME integration.

    Please complete the following: Create a user (e.g. ACME Integration). Determine who in the organization will log in as this user to run the integration exports/imports.

  3. Organize how files are maintained. We recommend creating folders in Raiser's Edge for your ACME-related queries and exports, and a dedicated location on your network to save export files.


Raiser's Edge Queries

Once you have determined the criteria in Decision #1 above, a Customer, Organization and Membership Query must be created. Here are sample criteria for each Query, but you will want to adjust to align with your specific database.

  1. Customers (Type: Constituent; All Individuals with qualifying memberships)
    • Key Indicator = Individual
    • AND Current Standing = Active, Lapsed
    • AND Date Last Updated <ask>
  2. Organizations (Type: Constituent; All Organizations with qualifying memberships)
    • Key Indicator = Organization
    • AND Current Standing = Active, Lapsed
    • AND Date Last Updated <ask>
  3. Memberships (Type: Membership; All Current Memberships)
    • Standing = Active, Lapsed
    • AND Date Last Updated <ask>
Important: All Customers and Organizations included in the Membership query MUST also be included in the either the Customer or Organization queries. If you do not issue memberships to organizations, you can omit the Organizations query.

Raiser's Edge Exports

Once you have created your queries above, you will need to create Exports to define the fields to be included in each file to be uploaded to ACME in an import job.


Customers

Export Type: Constituent

Query: Include input query of Customers

Head of Household settings: Export both constituents separately

Include: Inactive and Constituents with No Valid Address


Fields for Customers file

Field Name
File Header
Notes
Constituent Import ID
CnBio_Import_IDRequired
Constituent IDCnBio_IDRequired
First NameCnBio_First_NameRequired
Last NameCnBio_Last_NameRequired
Middle NameCnBio_Middle_Name
Phone NumberCnPh_1_01_Phone_numbereither phone number, email, or address is required
EmailCnPh_2_01_Phone_numbereither phone number, email, or address is required
Preferred Address Import IDCnAdrPrf_Import_ID
Preferred Address Line 1CnAdrPrf_Addrline1Required

Preferred Address line 2

CnAdrPrf_Addrline2

Preferred Address City

CnAdrPrf_City
Preferred Address StateCnAdrPrf_State
Preferred Address ZIPCnAdrPrf_ZIPRequired
Preferred Address Country (Long Description)CnAdrPrf_ContryLongDscriptionRequired


TIP: To force export the phone number and email address in their own columns, refer to this Blackbaud Knowledgebase article: https://kb.blackbaud.com/knowledgebase/articles/Article/46116



Memberships

Export Type: Membership

Query: Include input query of Memberships

Head of Household settings: Export both constituents separately

Include: Inactive and Constituents with No Valid Address


Fields for Memberships file

Note: For each cardholder, check the Cardholder Export Criteria to ensure all Cardholders are exported.


Field Name
File Header
Notes
Membership IDMem_Membership_IDRequired
Membership Import IDMem_Import_IDRequired
Date JoinedMem_Date_JoinedRequired
StandingMem_StandingRequired
ProgramMem_Program
CategoryMem_CategoryRequired
SubcategoryMem_Subcategory
Key IndicatorMem_CnBio_Key_IndicatorRequired. Values are “I” or “O”
Constituent IDMem_CnBio_IDRequired
Constituent Import IDMem_CnBio_Import_IDRequired
Current Membership Transaction DateMem_Cur_TransDate

Current Membership 

Expiration Date

Mem_Cur_Expires_onRequired
Membership Card Import IDMem_Crd_1_01_Import_IDRequired
Membership Card Name on CardMem_Crd_1_01_Name_on_cardRequired
Membership Card Valid From DateMem_Crd_1_01_Valid_from_dateRequired
Membership Card Valid To DateMem_Crd_1_01_Valid_to_dateRequired
Primary Member?Mem_Crd_1_01_Primary_MemberRequired. Indicates if the cardholder is the primary member. Values are Yes/No
Membership Card Import IDMem_Crd_1_02_Import_ID
Membership Card Name on CardMem_Crd_1_02_Name_on_card
Membership Card Valid From DateMem_Crd_1_02_Valid_from_date
Membership Card Valid To DateMem_Crd_1_02_Valid_to_date
Primary Member?Mem_Crd_1_02_Primary_Member

Organizations

Export Type: Constituent

Query: Include input query of Organizations


Fields for Organizations file

Field Name
File Header
Notes
Constituent Import ID
CnBio_Import_ID
Required
Constituent ID
CnBio_ID
Required
Organization Name
CnBio_Org_Name
Required
Field to denote Organization Category
CnCnstncy_1_01
Required. This is most frequently captured in a Constituency Code
Preferred Address Import ID
CnAdrPrf_Import_ID
Required
Preferred Address Line 1
CnAdrPrf_Addrline1
Required
Preferred Address line 2
CnAdrPrf_Addrline2

Preferred Address City
CnAdrPrf_City
Required
Preferred Address State
CnAdrPrf_State
Required
Preferred Address ZIP
CnAdrPrf_ZIP
Required
Preferred Address Country (Long Description)
CnAdrPrf_ContryLongDscription
Required
Phone Number
CnPh_1_01_Phone_number
Required
Website
CnPh_2_01_Phone_number
Contact ID of Primary Contact
CnRelCt_1_01_ID
Required
Contact Import ID of Primary Contact
CnRelCt_1_01_Import_ID
Required
Primary flag
CnRelCt_1_01_Is_Primary
Required. Value should be Yes/No
Primary Contact’s First Name
CnRelCt_1_01_First_Name
Required
Primary Contact’s Middle Name
CnRelCt_1_01_Middle_Name

Primary Contact’s Last Name
CnRelCt_1_01_Last_Name
Required
Primary Contact’s Phone Number
CnRelCt_1_01_Ph_1_01_Phone_number
Either phone or email is required
Primary Contact’s Email address
CnRelCt_1_01_Ph_2_01_Phone_number
Either phone or email is required
Primary Contact’s Address Import ID
CnRelCt_1_01_Adr_Import_ID
Required
Primary Contact’s Address Line 1
CnRelCt_1_01_Adr_Addrline1
Required
Primary Contact’s Address Line 2
CnRelCt_1_01_Adr_Addrline2

Primary Contact’s City
CnRelCt_1_01_Adr_City

Primary Contact’s State
CnRelCt_1_01_Adr_State

Primary Contact’s Zip
CnRelCt_1_01_Adr_ZIP
Primary Contact’s Country Long Description
CnRelCt_1_01_Adr_ContryLongDscription
Required


TIP: To force export the phone number and email address in their own columns, refer to this Blackbaud Knowledgebase article: https://kb.blackbaud.com/knowledgebase/articles/Article/46116