Raiser's Edge Integration Technical Tips

If you have any issues with integration, use the following tips to help you troubleshoot.

To protect you and your data during integration, we no longer permit the use of the user name "Supervisor" for Raiser's Edge credentials. Please set up a user with the appropriate security settings, including a unique user name and a strong password.

If your Raiser's Edge database is hosted on a different machine than where you installed The Raiser's Edge, to enable Blackbaud Web Services to integrate The Raiser's Edge with ResearchPoint, we recommend you add the Raiser's Edge user credentials to Blackbaud Web Services.

  1. From the workstation or server that hosts The Raiser's Edge database that you want to sync with ResearchPoint, open the Control Panel.

  2. Under Administrative Tools, open Services.

  3. Right-click Blackbaud Web Services and select Properties.

  4. On the Log On tab, select This account and enter the login name and password for the user who you want to set up in Blackbaud Web Services. These user credentials are The Raiser's Edge credentials you set up in ResearchPoint. You may need to add multiple user credentials to Blackbaud Web Services for all users who want to use integration tasks in ResearchPoint.

  5. Click OK to save the changes.

Before you begin to set up integration, we recommend you verify that your Raiser's Edge database is online.

When you set up the configuration between ResearchPoint and The Raiser's Edge and paste in the RE database key, click Test connection. Before you Save and navigate away from the Configure integration screen, we recommend you make sure the RE serial number appears and matches the serial number for your Raiser's Edge database that you want to use for integration.

If your Raiser's Edge database is offline, when you click Test connection, the serial number will not auto-populate but you can save and leave the screen. However, your integration is not technically set up yet. You would then need to wait for Raiser's Edge database to go online, return to the Configure integration screen, and ensure the serial number populates.