Pre-requisite: Make sure the Blackbaud account you use in this process has environment admin access.
Why? For constituent data pull we fetch custom field options from BBCRM through data integration API. Because of the differences between BBCRM APIs and Data Integration APIs, we need extra admin access to fetch the options.
The process of setting this up is quite simple. You need to do two things:
Add the Almabase application on BBCRM
Connect BBCRM instance from Almabase.
Part 1: Adding Almabase application on BBCRM
Step 1 - Go to Marketplace.
Step 2 - Search for "Almabase" > Click on the App > Connect.
Part 2: Connect BBCRM to your Almabase account
Step 1 - Type this URL on your browser - https://<your domain here>/login/blackbaud/ (Replace <your domain here> with your website address like alumni.myschool.edu or myschoolalumni.com)
Step 2 -
Enter the credentials to your Blackbaud account and log in.
Click on Authorize.
That's all. Once you complete the authorization you will be redirected to the home page.
In case of any questions reach out to us using the Intercom Chat Bubble💬.