Survey integrations

Jessica Thomas

Hello all!

I have a question. Is there any way to automatically load survey data onto Raiser's Edge. Are they any platforms that have this function or methods that I can use to integrate Microsoft Forms results onto Raiser's Edge records?

Please let me know if the questions are confusing.

Alex Wong

@Jessica Thomas
There no pre-built integration. Your org will have to invest into doing so either by you learning or get a partner/contractor to do it for you. The “bar” isn't too high to do it yourselves through Power Automate and SKY API.

you can get started on developer.blackbaud.com

Sara Kramer

@Jessica Thomas I currently create new attributes for questions on the surveys and import the responses with ImportOMatic. I would be nice to see something that would integrate the forms. Our attributes/custom fields are becoming cumbersome with the number of fields we now have.

Jessica Thomas

@Sara Kramer
Thank you for responding Sara. How much does ImportOMatic cost? How long does it take to import results onto Raiser's Edge (RE) and what is the success rate for data migration?

Jessica Thomas

@Alex Wong
Thank you for your quick response Alex! How much does Power Automate and SKY API cost and is a quick software to learn?

SmartTHING Developers

@Jessica Thomas Just to add our name to the hat - we provide SmartWEBFORMS which is designed to take data from surveys and web forms into RE. Get in touch with the team if interested support at smartthing.org. We take care of the setup and it works in near real-time pulling in those responses to RE automatically.

Alex Wong

@Jessica Thomas
SKY API is free for customer to use

Power Automate requires a license… but nominal $3/month for us as non profit

However, they are not a “software” that you just learn and use. They are a “coding” platform (low-code automation platform). You have to know what you want to automate and how, and actually code it yourselves using the various actions in the interface. There are many post on community in the SKY Developer forum, and many resource of benefits and how to get started on developer.blackbaud.com. it is definitely not for everyone, so a prebuilt solution mentioned by others may be better if you want outofbox working solution and pay for it.

Sara Kramer

@Jessica Thomas you would have to check with Omatic software for price. Time to import depends on number of questions and responses, but I probably import 98% easily.

Stu Manewith

@Jessica Thomas – we'd love to tell you more about ImportOmatic!! Please send a quick email message with your preferred contact information to info@omaticsoftware.com. Many thanks!!

Stu Manewith, CFRE

Jessica Thomas

@Alex Wong

Thank you for responding Alex! I think we're looking for something less complex than a coding platform haha.

Jessica Thomas

@Warren Sherliker

I've booked a demo, thank you Warren!

Jessica Thomas

@Stu Manewith
Thanks Stu! I've booked a demo!