JMG Solutions Super Importer and Exporter Raiser’s Edge Plug-in for CanadaHelps
Who is JMG Solutions?
JMG Solutions is Canada’s leading independent provider of consulting, training and integration tools for Blackbaud products, including The Raiser’s Edge. The JMG Solutions team has been serving Canadian charities for over 20 years, and has helped more than 700 nonprofit organizations in Canada.
Will I buy from CanadaHelps or JMG Solutions? How do I obtain the special CanadaHelps client rate?
The JMG Solutions Super Importer and Exporter Raiser’s Edge Plug-in is a tool created, managed, sold and supported by JMG Solutions. CanadaHelps has negotiated a special price available to all CanadaHelps clients, that provides a discount of over 50% off the standard list rate. To receive this discounted rate, CanadaHelps clients must complete the form located at https://www.canadahelps.org/en/jmgsolutions/. Once submitted, the JMG Solutions team will contact you and work with you on all sales and support matters.
Are any additional modules required from Blackbaud to run the interface (e.g. API/VBA)?
No, the JMG Solutions Super Importer and Exporter Plug-in is run within Raiser’s Edge so no additional modules are required.
Does the Plug-in import a standard CSV file we download from CanadaHelps?
Yes! The JMG Solutions Super Importer and Exporter Plug-in uses an exported .CSV File.
We are upgrading to the latest version of Raiser’s Edge. Will this pose a problem?
No, the JMG Solutions Super Importer and Exporter Plug-in is tested with every version of Raiser’s Edge, if any update is required, this will be made available.
We have an older version of Raiser’s Edge. Will this pose a problem?
No, JMG Solutions Super Importer and Exporter Plug-in is fully backwards compatible with Raiser’s Edge version 7.83 and above. However, version 7.92 or greater is preferred. If you are using a version prior to version 7.92, please email email@example.com.
We have the hosted version of Raiser's Edge. Can we use this plug-in?
No, the plug-in is not available in the hosted version of Raiser’s Edge today, however; we are working with Blackbaud to have our plug-in available to hosted clients. We hope to have an update on this soon.
We are hosted by a 3rd party provider. Can we use this plug-in?
Depending on the 3rd party, it might be available. Please email firstname.lastname@example.org to see if this plug-in can work for you.
We already have records in Raiser’s Edge. Does the interface check for duplicates?
Yes, the system will use a pre-defined algorithm to check to see if the donor is already in the system. If the interface finds the donor, the donation will be assigned to that donor. If one cannot be found, a new constituent will be created.
We want our online donations to go a specific appeal. Is this possible?
Yes, the JMG Solutions Super Importer and Exporter Plug-in allows you to choose which Campaign, Fund and Appeal the gifts are associated with. Also, when new donors are created, you can define which Constituent Code is assigned. There are a number of constituent and gift defaults, which can be set such as phone types, receipt stack, etc.
We run different fundraising appeals. Do we need to run the plug-in for each one?
No, the interface allows you to enter different fundraising campaigns and decide which Campaign/Fund/Appeal/Package to apply the donations to.
We want to have all the CanadaHelps.org donations in the file to be added to a new batch into a Raiser's Edge batch. Is this possible?
Yes, our plug-in will automatically take all of the donation dates and will be created into one or more batches depending on your defaults.
We have the Tribute module. Will the tribute donations automatically link?
Yes, if you have the tribute module, then tribute records (for both the deceased and next of kin) are found or created and the donations are linked to the correct record. If you do not have the Tribute module, data will be mapped into a notepad on the gift record.
Does the interface clean up and validate the data to Address Standards?
Currently, the interface does not clean up or modify the data in any way. The data will be imported as entered by the donor, however; we are reviewing methods for cleaning up the data before importing into Raiser’s Edge and this may appear in a future release.
Can the interface create a query of the records imported?
Yes, you can choose if the interface creates queries of the records imported.
Is there a manual for the JMG Solutions Super Importer and Exporter?
Yes, an electronic manual is provided in PDF format.
Is there support for the Plug-in?
Yes, you can email email@example.com or visit the support page at http://www.jmgsolutions.com/Support.htm.
Can we manually change the data before we import the data into Raiser's Edge?
Within the mapping document created for CanadaHelps import, each field has a Custom Values column. This column allows you to transform the data before it’s entered in Raisers’ Edge. We have a large number of custom functions which allow you to “Data Transform” the data as needed. For example, you want Address Line 2 to appear before Address Line 1 with a – between them. With our replace function (brackets) you can add a command to the custom values column as illustrated below.
We have a special requirement that needs to be added to each transaction. Can the interface be customized?
Yes, during the mapping of data, you can add your own “Custom Fields”. For example, if you wanted a Constituent Attribute called “Language” with the description of “English” added to each new Constituent record added, this can be done as illustrated in the image below.
CanadaHelps processes our monthly donations. Does the interface link the monthly payment to the recurring gift?
Yes, if the plug-in created the recurring gift, then all payments processed by CanadaHelps.org will be added and linked to the recurring gift.
We accept both one time gifts and monthly gifts. Does the interface create a recurring gift for the monthly gifts?
Yes, the interface will create a cash gift for the one time gifts and a recurring gift for the monthly gifts.