Integrating Data Solutions: APIs, Transactional Formats, and Salesforce Customization

Feb 10, 2026

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Discover the essential components of data integration across various platforms, including Salesforce and Raiser's Edge. Learn about multiple scenarios for exporting data using APIs, whether pulling or pushing information. We cover transaction data formats such as CSV and XML, current integrations available, and how to customize exports for Salesforce using plugins developed by Roundcorner and JMG Solutions. Explore automated processes with the SIE tool for hosted clients, ensuring a seamless integration experience.

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Integrating Data Solutions: APIs, Transactional Formats, and Salesforce Customization

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Presentation Transcript

Data Integration
What we will cover • Scenarios • Export API - Pull or Push • Transaction data and it’s format • Current integrations • Salesforce • Raiser's Edge • ROI Solutions • Custom

Export API • We provide an open data model • Private token • Web service or Secure Copy via SSH • Transactional format • csv or xml • Customising the export
Salesforce • Plugin built by Roundcorner • All types of Salesforce instances • Customisable
Salesforce • Plugin built by Roundcorner • All types of Salesforce instances • Customisable
Raiser’s Edge Built by JMG SolutionsRE hosted clients can use the SIE tool to batch import API to fully automate the process with 'on premise' RE