Ovrture

Laurie Therrien
Laurie Therrien
Tenth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM Developer Discussions

I'm wondering if anyone else is using Ovrtrue. We are working on a data integration with Ovrture and one of the questions I am curious about is how others handled households.

Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    Hi @Laurie Therrien you posted this in the Blackbaud CRM Developer Discussions. I believe it should probably go to your product. Can you let me know where you'd like me to move it to? Thanks!

  • Rob Downs
    Rob Downs
    Tenth Anniversary Kudos 1 Name Dropper Participant

    Hi, we've been using it for a number of years for digital endowment reports. We just upload the flat file. Our reports change slightly year to year, so we decided not to implement the API due to those annual changes. And since we're only using for endowment reports it just a once a year upload.

    Our version doesn't send emails, so we make a householded report, then send the link to all the household members separately.

    Hope this helps!

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