DonorSearch Research Integration

Technolutions has partnered with DonorSearch to quickly import screened prospect and donor data into Slate. The method to screen records involves two processes:

  • Exporting data from Slate and uploading to DonorSearch
  • Exporting screened records from DonorSearch and uploading to Slate

All of the elements needed for a seamless integration with DonorSearch are in the Research Library. Adding the DonorSearch source from the library brings the following items to your database:

  • The DonorSearch research source
  • The data keys needed for the DonorSearch source
  • The prompts associated with certain data keys
  • A screening query, formatted to DonorSearch specifications, that can be exported as a comma-separated value (CSV) file
  • A Source Format to automatically consume the return file from DonorSearch

Once the DonorSearch item has been added from the library, perform the procedures provided below to identify and screen records.

 Best Practice - The source format added for DonorSearch behaves like all other source formats in Slate. Be sure to set the Remap Active setting to Active prior to uploading a file using the source format. Refer to the Source Formats section of the Knowledge Base for additional details on configuring source formats.

 

Modify and Run the DonorSearch Screening Query

Upload the CSV file to DonorSearch

Download the Screened DonorSearch File

Upload the DonorSearch CSV file to Slate

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