ClubRunner and Rotary International Database Integration Introduction and Overview November 2010 ClubRunner Connect. Communicate. Collaborate. Agenda 1. 2. 3. 4. 5. 6. 7. 8. Introduction – OneRotary Initiative API vs.
Download ReportTranscript ClubRunner and Rotary International Database Integration Introduction and Overview November 2010 ClubRunner Connect. Communicate. Collaborate. Agenda 1. 2. 3. 4. 5. 6. 7. 8. Introduction – OneRotary Initiative API vs.
ClubRunner and Rotary International Database Integration Introduction and Overview November 2010 ClubRunner Connect. Communicate. Collaborate. Agenda 1. 2. 3. 4. 5. 6. 7. 8. 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 ClubRunner Confidential 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 ClubRunner Confidential 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 ClubRunner Confidential API vs. Email Integration Previous Email Notification System: • Every time a member profile is updated, software sends updates to [email protected] • 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 ClubRunner 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 ClubRunner Email Integration (Old) ClubRunner Member Updates (Emails) • No confirmation of changes • No security or business logic layer • No return of RI Member No. = LOW ACCURACY ClubRunner RI Data Services Division (Manual Data Entry) 1 to 2 weeks Rotary International Web API Integration (New) ClubRunner Database Member Updates Security Rules and Privacy Settings API Library (Web Service) Return RI Member No. HIGH ACCURACY & DATA INTEGRITY ClubRunner Rotary International Database Supported Updates Available Updates to Existing Members: • • • • • • • • • Name changes (Mandatory) Home address (At least one address is mandatory) Work address Home Phone Work Phone Cell (Mobile) Phone Home Fax Work Fax Email ClubRunner 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 ClubRunner Supported Updates Terminated Members: • When member terminated – Automatic Email Notification to RI • One week until updated at RI • Future updates to that member no longer synchronized (only Active and Honorary) ClubRunner 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 ClubRunner 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 ClubRunner RI Member Access Portal (MAP) www.rotary.org ClubRunner ClubRunner Confidential RI Member Access Portal (MAP) Login Screen ClubRunner ClubRunner Confidential RI Member Access Portal (MAP) Administration Options ClubRunner ClubRunner Confidential RI Member Access Portal (MAP) Membership List ClubRunner ClubRunner Confidential Getting Started • Opt in at Rotary Member Access http://www.rotary.org/en/secureselfservice/Pages/AddVendorOrganization.aspx • 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 ClubRunner Opt in at Rotary.org • Log in as Club President, Secretary or Executive Secretary/Director • Click on Update Club Data on the left menu ClubRunner ClubRunner Confidential Opt in at Rotary.org • Scroll to bottom of page, and look for Partner Organization section • Click on the Add Partner Organization link ClubRunner ClubRunner Confidential 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 ClubRunner Confidential 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 ClubRunner Confidential 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 ClubRunner Confidential 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 ClubRunner Confidential 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 ClubRunner Confidential Ongoing Updates • Now that Integration is switched on, continue to make updates through your ClubRunner site ClubRunner ClubRunner Confidential Ongoing Updates • Click on Edit to make changes ClubRunner ClubRunner Confidential Ongoing Updates • Click Save, and synchronization with RI will happen automatically ClubRunner ClubRunner Confidential Future Plans • Ongoing plans to expand to more types of updates • Club officer changes • Club meeting and address information • Two way synchronization To stay up to date on this project: www.clubrunner.ca/integration ClubRunner ClubRunner Confidential Q&A ClubRunner ClubRunner Confidential