Welcome to your TeamRaiser Project Prep Page!
“Customer quote”
—Customer credentials
Your Customer Success team has developed a best practice checklist to ensure your team is able to focus on getting your solution up and running. Please work through the action items below to prepare for your project.
1. Create a Blackbaud ID
Each TeamRaiser user will need a Blackbaud ID (BBID) to access Blackbaud.com, Blackbaud University, and Customer Support. Your initial organization administrator will receive an email invitation prompting them to accept their BBID. They can then invite other admins or invite other users.
2. Compile Data for Conversion
If your organization does not own the Blackbaud Raiser’s Edge/Luminate Online Integration Plugin, the next main priority for your project is to send a copy of your data to Blackbaud. Your data conversion cannot begin until we have usable data. Project plan timeline and overall implementation progress is dependent on your data submission. You can find more information about what columns to include in your data upload in your Scope of Work.
3. Sign up for Training
Blackbaud University’s mission is to accelerate the success of your organization. You should begin taking the required eLearning courses right away to begin building your skillset in your new solution. These trainings will give you a better understanding of you solution and how to design the system and are critical to your overall success.
TeamRaiser Implementation Learning Paths:
4. Set Up Blackbaud Merchant Services
Blackbaud Merchant Services (BBMS) makes payment processing simple, secure, and affordable. Save time with pre-reconciled bank deposited, automatic credit card updates, robust fraud management tools, and reduced PCI compliance.
Use our BBMS Quick Start Checklist to compile the information you will need to create your BBMS account.
An Organization Administrator can create your BBMS account using our secure online portal to enter data to provision your account.
5. Review Integration Resources (if applicable)
JustGiving can integrate with Blackbaud Raiser’s Edge NXT® and Blackbaud eTapestry®. If you have one of these solutions, we suggest these valuable webinars:
Webinar title
Date & Time
Webinar title
Date & Time
Webinar title
Date & Time
Webinar title
Date & Time
Webinar title
Date & Time
Webinar title
Date & Time
Webinar title
Date & Time
Lorem Ipsum
Have a question? We're here to help! Email us at [email protected] for assistance.
