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Add Users from The Education Edge to Blackbaud NetCommunity

Warning: To synchronize the user names and passwords for user records in Blackbaud NetCommunity, The Raiser’s Edge, The Education Edge, NetClassroom and Faculty Access for the Web, you must use the Add Users to NetCommunity utility in The Education Edge to import users. If possible, do not add users to Blackbaud NetCommunity and then link them to the Online Campus Community programs because this process requires more effort. If you use Blackbaud NetCommunity and The Raiser’s Edge and later decide to integrate with the Online Campus Community, you can use the Add Users to NetCommunity utility in The Education Edge to link the existing NetCommunity user records with their Online Campus Community counterparts. To do this, in the The Education Edge, create queries for applicants, NetClassroom individuals, NetClassroom students, and Faculty Access for the Web/NetClassroom faculty and staff. On the NetCommunity Options screen in The Education Edge, define the import options. In the Add the following users to NetCommunity frame, select the checkbox for each type of record in The Education Edge to add as Online Campus Community users. In the query fields, select the queries you created. Use the Add Users to NetCommunity utility in The Education Edge to import the records included in the selected queries. After the import is complete, you will have errors. Click View Failed Records to access the Process conflicts and errors screen. The grid displays all The Education Edge records that failed to import as NetCommunity users. Select the checkbox in the Link Records column for each user that is listed in the NetCommunity Record and The Education Edge columns with a “User ID already exists” error message. When you click Process, the program links The Education Edge record to the existing NetCommunity user record.

Use the Add Users to NetCommunity utility in The Education Edge to import applicants and NetClassroom and Faculty Access for the Web users to Blackbaud NetCommunity.

You can run the import process manually or create a schedule so the process runs automatically at regular intervals if you have the task scheduler enabled.

When new users are added to Blackbaud NetCommunity, you can send them an automated Welcome email that includes their user name and temporary password. For more information about setting up the Welcome email, see Templates and NetCommunity Options: NetCommunity Users.

Process Summary — During the import process, Blackbaud NetCommunity determines whether a NetCommunity user record already exists for The Education Edge record.

If you have The Education Edge and The Raiser’s Edge integrated, a new NetCommunity user record is not created if the The Education Edge record has a Raiser’s Edge record ID that matches an existing NetCommunity user’s Raiser’s Edge record ID. For example, the user is an individual in The Education Edge and a constituent in The Raiser’s Edge. Instead, the The Education Edge record is linked to the existing NetCommunity user record.
If a NetCommunity user record does not exist for The Education Edge record, Blackbaud NetCommunity determines whether the user name is already being used by another user. If the user name is taken, the The Education Edge record is flagged as a conflict and you must select a different user name or remove the record from processing.

Processing Errors — A user is not added to Blackbaud NetCommunity if an existing NetCommunity user has the same user name as The Education Edge record.

Note: When adding Faculty Access for the Web or NetClassroom users, Blackbaud NetCommunity uses existing user names and passwords rather than generating new ones as it does for applicant records. If you are adding a record that is a user in both Faculty Access for the Web and NetClassroom, Blackbaud NetCommunity uses the Faculty Access for the Web user name and password. These passwords do not have to meet Blackbaud NetCommunity complexity requirements for the record to import successfully. For more information about assigning user names and passwords to records for Faculty Access for the Web and NetClassroom, see the Records Guide for Registrar’s Office.

Add users from The Education Edge to Blackbaud NetCommunity

Managing User Names and Passwords