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Importing from Artez and/or Engaging Networks

Chris Geady

Hey there, is anyone in BBCRM-land importing gifts from Artez and/or Engaging Networks into BBCRM? Let me know, would love to connect.

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Chris Geady

Anyone out there? Bueller?

Matt Hall

Hi Chris, I've worked with an organization to write an integration that imports both of these. Happy to provide details or answer question on the approach we took--just PM me.

Jason Metcalfe

HI Chris,

UBC has a customization (that Matt helped us design and build) that supports our gift processing, including the import, reconciliation (with the deposit/merchant detail), and then save to CRM. Give us a shout and I'd be happy to share more.

Jason

Jason Metcalfe

Associate Director of Program Management | Development & Alumni Engagement

The University of British Columbia Strangway Building | 500 - 5950 University Blvd | Vancouver, BC V6T1Z3

Phone 604.822.5306

Email jason.metcalfe@ubc.ca

Chris Geady

Thanks for the replies guys! Much appreciated.