ClubRunner and Rotary International Database Integration Introduction and Overview Introduced: 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 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 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) Gender Home & Work 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 – RI is Automatically updated • Future updates to that member no longer synchronized (only Active and Honorary) ClubRunner 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 ClubRunner 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 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 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 ClubRunner 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 ClubRunner My Rotary www.rotary.org ClubRunner ClubRunner Confidential My Rotary Login Screen ClubRunner ClubRunner Confidential 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 ClubRunner Confidential Opt in at Rotary.org • Click on the Add or Remove Vendor Partner Organization link 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 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 ClubRunner Confidential Q&A ClubRunner ClubRunner Confidential