Jlive has worked closely with Brightvine Solutions to create an Integration with BBCRM.
How It Works
The BrightVine Data Link integration for Jlive allows users to import data sets from Jlive including Events, Event Registrations, and Constituent Data, via API, into Blackbaud CRM.
Throughout the process, users interact with the imported data to review what was staged and correct any exceptions. Functionality exists with several options so that each attendee can be registered individually within a BBCRM event or the main registrant will be the host of their attendees.
- Named Guests – When the main registrant is the host there is an option to add named guests from information collected about the attendees within Jlive or all guests will be registered as unnamed guests with information available to attach a named guest manually.
- Revenue Transactions – Event registrations can be brought into BBCRM without creating a revenue transaction via a setting inside Jlive.
- Donations – For event donations that are not associated with an event registration, the donation can be handled as a pledge with payment or as a paid gift (single donation, not a pledge). When an event registration or donation is made on behalf of a 3rd party (company or organization) any revenue will be attributed to the 3rd party but event registrations will be applied to the individual buyer.
- Custom Metadata – From the Organization / Settings page, each organization can set specific CRM Metadata Fields that they want included in all of their events. See: Custom CRM Metadata
Help Documentation
See Here: Jlive Blackbaud CRM® Integration Guide
For Other Integrations