Implementing Friendraising

To import Friendraising contacts, event registrations, and gifts, you must define your connection settings and map the Friendraising events to iMIS events and distributions.

1. In the Staff site, go to Fundraising > Friendraising > Settings.
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2. Define the following Friendraising Settings:
• Update Name/Address: Enable this option if you want to update the name and address of Friendraising contacts in iMIS when differences are detected during an import. For example, if an existing contact registers for a Friendraising event using a new street address, their iMIS contact record is updated with the new address when you import the Friendraising transaction.

This option does not affect new Friendraising contacts, which always generate new contact records in iMIS.

• Ignore Imported One-Time-Off-Line: Select this option if you do not want to import transactions marked as One-Time-Off-Line in Friendraising. This marker indicates that a transaction has been imported to the Friendraising Administration Console from an external source.

For example, when setting up a new Friendraising implementation, some users import donations into the console to maintain a historical record. These imported transactions are marked as One-Time-Off-Line in the console.

• To download your Friendraising Export Files to iMIS on demand via the Friendraising Importer content item, you must enter the following authentication information.

Note: If you have not already done so, contact your AiSP to request that they enable your Friendraising Administration Console for on demand exports, so that you can enter the information below.

• Friendraising Service URL
• Friendraising Service Organization ID
• Friendraising Service User Name
• Friendraising Service User Password
3. Define the following iMIS Settings:
• Payment Method: Enter an iMIS Cash Account Code that is a Cash type. Incoming Friendraising transactions are associated with this code. iMIS Cash Account Codes of other types (i.e. Credit Card) cannot be used, because the incoming transactions have already been billed via the payment gateway associated with your organization’s Friendraising account. We recommend that you create a distinct Cash Account of the Cash type to track Friendraising transactions (in the Cash accounts window in the Advanced Accounting Console at Finance > Options > Set up tables > Cash accounts), so that you can make sure these are reconciled separately from other iMIS transactions.
• If you want to capture address data from your imported Friendraising transactions, you must enter an iMIS Address Usage label for each Friendraising field listed below. You can find your Address Usage labels in Desktop from Customers > Set up module > General > Address and Notes.
• Home Address
• Home Phone
• Home Email Address
• Work Address
• Work Phone
• Work Email Address
• Mobile Phone

Note: You can only record one phone number per each iMIS Address Usage label. Therefore, you must assign a unique iMIS Address Usage label to the Friendraising Home Phone, Work Phone, and Mobile Phone settings.

Note: Similarly, you can only record one email address per each iMIS Address Usage label. Therefore, you must assign a unique iMIS Address Usage label to the Friendraising Home Email Address and Work Email Address settings.

4. Click Save.

To import registrations and gifts, you must first map each event defined in the Friendraising Administration Console to an event defined in iMIS. To map events, you need the Friendraising Event ID as well as the iMIS distribution, event, and function codes.

Each Friendraising event you create in iMIS must include at least one event function. The function fees are defined in the Friendraising Administration Console.

Each Friendraising donation is considered a single gift in iMIS. When a donor sponsors an event participant, the donation is imported as a single gift from the sponsor, but iMIS also records a soft credit in the iMIS Advanced Accounting Console on the event participant's record to show who is responsible for helping to obtain the gift.

1. In the Staff site, go to Fundraising > Friendraising > Map events and gifts.
2. Click + Add new record.
3. Define the following Mapping elements:
• Event Id: The Friendraising event ID listed in the export file. 
• Gift Item Code: The iMIS Distribution Code to be assigned to imported gifts associated with this event.
• iMIS Event Code: The iMIS Event Code to be assigned to imported registrations associated with this event.
• iMIS Event Function Code: The iMIS Event Function Code to be assigned to imported event function registrations associated with this event.

Note: If a registration fee has been set up for the event in the Friendraising Administration Console, then you must map that event to an iMIS Event Function Code that has the same fee amount.

4. To save the event mapping, click Insert.

To record and display important information about Friendraising event participants in the iMIS Advanced Accounting Console, you must first run a SQL script that allows you to create user-defined tabs based on the Friendraising-specific tables.

Do the following to enable the Friendraising tables for user-defined tabs:

1. From the ~\AsiPlatform\Asi.Scheduler_iMIS\util folder located in your appserver's installation directory, locate the RegisterFriendraisingUDTablesV10.sql script. The ~\AsiPlatform\Asi.Scheduler_iMIS\util path is relative to the root of your iMIS application.
2. From SQL Server Management Studio, execute the RegisterFriendraisingUDTablesV10.sql script on your iMIS database.
3. From iMIS Advanced Accounting Console, create user-defined tabs for the following Friendraising tables and fields:
   • To create and edit the user-defined tables, go to iMIS Advanced Accounting Console and select Settings > Membership > Configure membership options > Additional Windows.

1. Import the Friendraising export file manually.
   • Manual download, using the File Importer For Web Services content item:
   • Download the Friendraising export file from your Friendraising Administration Console.
   • In iMIS, navigate to Fundraising > Friendraising > Import activities.
   • Select XML file from the File Format list.
   • Browse for the export file that you just downloaded, and then click Upload.
   • The file is added to the list under the File Name column and is updated with a timestamp.
2. From the file list, click Process on the line of the file you imported.

When you click Process, iMIS uses your mappings|topic=Defining Friendraising mappings and settings to process the registrations and gifts in the Friendraising export file, and it removes the import file from the File list. One of two scenarios may occur:

• Import succeeds:
  • Success - [import file name].log is created in the Log Viewer. The log lists each transaction that successfully posted.
• Import fails (one or more transactions could not be processed):
  • Warnings - [import file name].log is created in the Log Viewer. The log lists each transaction that could not be processed and any payments that have been successfully posted. Review the error messages to determine how to resolve the problems.
  • [import file name] - error - [timestamp].xml is created in the File list. This file contains only those transactions that could not be processed. After you resolve the problems listed in the Warnings log file, Process this file to complete the import.
3. From iMIS Advanced Accounting Console, navigate to Accounting > Processes > Manage batches.

Imported Friendraising transactions are automatically placed in system-generated batches that are created based on the date the import took place. All of the transactions from a single day are placed in a batch named Auto-Created, created by AUTOBATCH. This batch may contain other auto-created transactions. If today's Friendraising batch is closed, and a new import takes place, a new batch is created with today's date.

4. To review the imported Friendraising transactions, select the appropriate Auto-Created batch and click Print Selected.
5. To post the batch, click Post Selected.

For easier querying and reporting, use the vFRParticipantTeamCaptain view, which unites team, team captain, and participant information. The view is created when you install Friendraising, and it contains the following columns:

• ID
• Meeting
• Team ID
• Team Name
• Team Type
• Team Goal
• Captain ID

To report on this information, create a Team Participation query based on a business object that uses this view.

Do the following to create the Team Participation report:

1. Create the new business object.
   • In the Staff site, go to RiSE > Business object designer.
   • Select New > Design Business Definition.
   • Name the object FriendraisingTeamInfo.
   • Click Create Object.
   • (Database tab).
     • From the Tables section, click Add.
     • Select the vFRParticipantTeamCaptain view and click OK.
     • The Available Columns section is updated to list the view's fields.
     • From the Available Columns list, select the fields you want to be listed as Properties of the business object and then click Add as Properties. The properties are added in the order you select them. Or you can Add All as Properties. If you add all fields as properties, the properties are added in alphabetical order.
   • Click Save and then Publish.
2. Define a query using the new business object.
3. Create a report using the new query.