1 / 32

ClubRunner and Rotary International Database Integration

ClubRunner and Rotary International Database Integration. Introduction and Overview Introduced: November 2010. Agenda. Introduction – OneRotary Initiative API vs. Email Integration Supported Updates and Privacy Importance of RI Member ID RI Member Access Portal (MAP)

hans
Download Presentation

ClubRunner and Rotary International Database Integration

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ClubRunner and Rotary International Database Integration Introduction and Overview Introduced: November 2010

  2. Agenda • Introduction – OneRotary Initiative • API vs. Email Integration • Supported Updates and Privacy • Importance of RI Member ID • RI Member Access Portal (MAP) • Getting Started • Future Plans and Enhancements • Q&A ClubRunner Confidential

  3. Introduction • ClubRunner Database – Club/District/Zone • Hosted by ClubRunner’s Data Centers • Independent of Rotary International’s Databases in Evanston, Illinois • Double data entry for Club Secretaries • Semi Annual Reports (SAR) • Email notification system (Old RI Reporting) ClubRunner Confidential

  4. OneRotary Initiative • Allow software providers to connect to RI Databases to synchronize member updates • ClubRunner worked closely with RI to pioneer this initiative and set technical guidelines • ClubRunner first and only company to have this integration (as of November 2010) • Released to all ClubRunner customers November 1 2010 and available today under Version 2.0. ClubRunner Confidential

  5. API vs. Email Integration Previous Email Notification System: • Every time a member profile is updated, software sends updates to data@rotary.org • Wait one to two weeks for data to be processed by RI Data Services Division • Exceptions/errors – further delays • No feedback on new member additions

  6. API vs. Email Integration New API Integration System: • ClubRunner and RI databases tied via a secure connection • Every time an Active or Honorary member profile is updated, ClubRunner updates RI database in real time • Wait 10 minutes for update to go live • Strict business logic layer for catching exceptions and protect data integrity

  7. Email Integration (Old) RI Data Services Division (Manual Data Entry) Member Updates (Emails) Rotary International ClubRunner • No confirmation of changes • No security or business logic layer • No return of RI Member No. 1 to 2 weeks = LOW ACCURACY

  8. Web API Integration (New) Security Rules and Privacy Settings API Library Member Updates (Web Service) Rotary International Database ClubRunner Database Return RI Member No. HIGH ACCURACY & DATA INTEGRITY

  9. Supported Updates Available Updates to Existing Members: • Name changes (Mandatory) • Gender • Home & Work address (At least one address is mandatory) • Work address • Home Phone • Work Phone • Cell (Mobile) Phone • Home Fax • Work Fax • Email

  10. Supported Updates New Members: • Add New Member – Automatic Email Notification to RI • One week until updated at RI • RI Member No. populated on ClubRunner member profile • Updates to that member from that point are automatically synchronized

  11. Supported Updates Terminated Members: • When member terminated – RI is Automatically updated • Future updates to that member no longer synchronized (only Active and Honorary)

  12. Supported Updates Executive and Directors List (Club Officer Information) • When member is added to the Executive list – RI is Automatically updated • Rotary only collects the following titles • President • Secretary • Treasurer • Executive Secretary/Director • Membership Chair • Foundation Chair

  13. Supported Updates The Database Integration also syncs Club Information with RI: • Club Meeting Place • Club Meeting Address • Club Meeting Date • Club Meeting Time • Club Website

  14. Privacy Options Club and Member Privacy Options: • Club decides which fields to share with RI • Found under RI Integration link, under Membership tab • Individual members can further decide to opt out of certain fields • Found in Member Profile, under Privacy tab

  15. RI Member No. • This is the key to making successful updates • Found within ClubRunner member profile, under Rotary tab • Automatically populated once you switch on API Integration • Allow one hour for completion • Unmatched members report found in RI Integration link, under Membership tab

  16. Compare & Synchronize • Allows you to compare your member data in ClubRunner with what is available in Rotary Internationals’ Member Access • Sync data between two systems by “pushing” from ClubRunner to RI or “pulling” data from RI to ClubRunner • Remove inconsistencies between two systems • Add member directly to RI from here as well • Add member to ClubRunner from here as well

  17. Getting Started • Opt in on Rotary’s end from My Rotary • Opt in at ClubRunner • Set your club’s privacy options • Wait for RI Member No.s to get populated (under one hour) • Continue to make updates through ClubRunner as before

  18. My Rotary www.rotary.org ClubRunner Confidential

  19. My Rotary Login Screen ClubRunner Confidential

  20. Opt in at Rotary.org • Log in as Club President, Secretary or Executive Secretary/Director • Click on Manage on the top menu and click the Club Administration link ClubRunner Confidential

  21. Opt in at Rotary.org • Click on the Add or Remove Vendor Partner Organization link ClubRunner Confidential

  22. Opt in at Rotary.org • Scroll to bottom of page, and look for Partner Organization section • Click on the Add Partner Organization link ClubRunner Confidential

  23. Opt in at Rotary.org • Select ClubRunner from drop down menu • Read the terms and conditions, and if you agree, press I Agree button ClubRunner Confidential

  24. Opt in at ClubRunner • Log into your ClubRunner V2 site as Site Administrator • Click on the Switch on Data Integration with RI (Automatic) link ClubRunner Confidential

  25. Opt in at ClubRunner • Check the checkbox to switch on integration • Customize your privacy options by selecting the fields to synchronize • Press the Update Privacy button ClubRunner Confidential

  26. Opt in at ClubRunner • Verify your Rotary Club ID is properly set by going to Edit Club Info & Settings from the Admin page • Enter your Club ID if not already populated, then press Save Changes ClubRunner Confidential

  27. Opt in at ClubRunner • If you have some members who prefer not to send data updates, go to their ClubRunner member profile, and select the Privacy tab • Uncheck the fields which you do not wish to share with RI for that member ClubRunner Confidential

  28. Ongoing Updates • Now that Integration is switched on, continue to make updates through your ClubRunner site ClubRunner Confidential

  29. Ongoing Updates • Click on Edit to make changes ClubRunner Confidential

  30. Ongoing Updates • Click Save, and synchronization with RI will happen automatically ClubRunner Confidential

  31. Future Plans and Enhancements • Ongoing plans to expand to more types of updates To stay to date on this project or review help documentation: www.clubrunner.ca/integration ClubRunner Confidential

  32. Q&A ClubRunner Confidential

More Related