FundSvcs Community

Good Morning! I have a question for the Raiser's Edge users on the list. Our University IA office will be using Raiser's Edge and NXT in 2020 and our Finance office will be using Colleague so we're trying to figure out the best way to get our gifts into their system. Would anyone using both systems let me know if your IT office created that process for you using the basic .csv export from RE with tweaks to get it into GLIM) or if RE created an API process for you? We have a great IT office but we're trying to use our staff time as efficiently as possible and would like to hear what others have done and how well it works for you. I know you might not know all the tech details but any info to start with would be much appreciated. As always, thanks!

Hi Jane: We use RENXT and our Finance office is on Banner Advancement by Ellucian. We purchased PostOmatic <https://omaticsoftware.com/products/postomatic> from Omatic Software. It's really excellent. They customize how the feed should be and test it with you. Happy to chat offline if you want to know more. Peter On Wed, Jun 19, 2019 at 8:10 AM Jane Coughlin <coughlin.j@gmercyu.edu> wrote: > Good Morning! I have a question for the Raiser's Edge users on the list. > Our University IA office will be using Raiser's Edge and NXT in 2020 and > our Finance office will be using Colleague so we're trying to figure out > the best way to get our gifts into their system. Would anyone using both > systems let me know if your IT office created that process for you using > the basic .csv export from RE with tweaks to get it into GLIM) or if RE > created an API process for you? We have a great IT office but we're trying > to use our staff time as efficiently as possible and would like to hear > what others have done and how well it works for you. I know you might not > know all the tech details but any info to start with would be much > appreciated. As always, thanks! > -- Peter Folkert Director of Prospect Development and Development Services Development and Alumni Engagement Hope College DeWitt Student Cultural Center 141 East 12th Street, 2nd Floor, PO Box 9000, Holland, MI 49422-9000 office 616.395.7290 | folkertp@hope.edu hope.edu/give | hope.edu

I used to work at Agnes Scott College in Decatur, GA. When we did our conversion to RE in 2008, our Finance office was on Colleague. Our Blackbaud conversion consultant was fantastic and figured it all out for us. Let me know if you need a name at Agnes Scott and I'll try to find the proper person. Not sure of their current set-up. Teresa P. Swope Development Operations Manager | Grady Health Foundation 191 Peachtree Street NE | Suite 820 | Atlanta, Georgia 30303 O: 404-489-1554 E: tpswope@gmh.edu www.gradyhealthfoundation.org | www.gradyhealth.org
Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jane Coughlin Sent: Wednesday, June 19, 2019 8:01 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Raiser's Edge and Colleague Finance WARNING: This email originated outside the Grady Health System network. DO NOT OPEN attachments, click on links or reply to message unless you recognize the sender, and know the content is safe. Your ID, password, and other protected Grady information can be at risk. Report suspicious emails to HELP-DESK.. Good Morning! I have a question for the Raiser's Edge users on the list. Our University IA office will be using Raiser's Edge and NXT in 2020 and our Finance office will be using Colleague so we're trying to figure out the best way to get our gifts into their system. Would anyone using both systems let me know if your IT office created that process for you using the basic .csv export from RE with tweaks to get it into GLIM) or if RE created an API process for you? We have a great IT office but we're trying to use our staff time as efficiently as possible and would like to hear what others have done and how well it works for you. I know you might not know all the tech details but any info to start with would be much appreciated. As always, thanks! This message (including any attachments) is intended only for the use of the individual or entity to which it is addressed and may contain information that is non-public, proprietary, privileged, confidential, and exempt from disclosure under applicable law or may constitute as attorney work product. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, notify us immediately by telephone and (i) destroy this message if a facsimile or (ii) delete this message immediately if this is an electronic communication. Thank you.

When I first arrived at Texas Woman's University we were in RE and the Finance Office was on Colleague. The IT department had built a file that would be created every time the GL process was run and it would be saved out on the drive where the system would then take the information and upload it into the Colleague system automatically. There were a couple of problems with this system, one the finance department could not "fix" anything in the file before it was uploaded which caused problems because the GL codes we were using in RE were wrong and everything was being posted to cash. We did not discover this until we went into FE and took a good look at the GL tab on the fund. The other problem was with pledges and pledge payments, because everything was being posted to cash it caused a problem with the pledges and pledge payments. I can get you in touch with the person who worked on the financial side of the house if you would like to speak with them. Cindy Hornbeck Gift Processing Specialist University Advancement 940-898-3894 CHornbeck1@twu.edu
Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Teresa Swope Sent: Wednesday, June 19, 2019 10:05 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Raiser's Edge and Colleague Finance I used to work at Agnes Scott College in Decatur, GA. When we did our conversion to RE in 2008, our Finance office was on Colleague. Our Blackbaud conversion consultant was fantastic and figured it all out for us. Let me know if you need a name at Agnes Scott and I'll try to find the proper person. Not sure of their current set-up. Teresa P. Swope Development Operations Manager | Grady Health Foundation 191 Peachtree Street NE | Suite 820 | Atlanta, Georgia 30303 O: 404-489-1554 E: tpswope@gmh.edu www.gradyhealthfoundation.org | www.gradyhealth.org