Data & Integrations

When someone cancels an event in Almabase or they remove it from their registration.. the RSVP status in Raiser's Edge should update to either Cancelled or remove them from the event.

We would like there to be a button to manually decide for each registrant if we want them to be a non-constituent record or not.

Having the same email should add more weightage to how the system identifies as opposed to name because it's very likely for people to have similar first/last names but it's less likely that people share the same email. The system is not flagging profiles with the same emails as duplicates thus making it impossible to know if duplicates exist.

In forms, I would like multi-value affiliation sync to be available for fields that are checkboxes. That way alumni can select the appropriate checkboxes and have connections still push the data to profiles.

I'm wondering if there would be a way to notify fellow admins of when there is a sync already in progress on any of the dashboards. My team and I have noticed that when we try to send any gifts over to a batch, the batch comes up blank because it was done while another sync was in progress. I'd love to have some sort of notification in place that lets admin know to wait before pushing gifts over and what sync is in progress.

As alumni register on Almabase and make updates to their profiles, we accumulate a ton of new alumni information. Our objective is to ensure that all our internal systems remain up-to-date with this data. Rather than performing a full export of Almabase data, we are seeking a more efficient way to extract only the new information, including phone numbers, email addresses, employment details, and mailing addresses.

When syncing event payments to a NXT batch, if there is an error, the error code should say what the error is. Also, there is wrench icon next to it that should be clickable to fix the issue or at least say what the issue is.

When importing funds into Almabase from Raiser's Edge (RE), it would be beneficial to have the option to search for funds using the 'Fund ID' field instead of solely relying on the fund description or name. Currently, the search function in Almabase allows only fund description/name searches, which may not always be convenient or feasible if you have several thousand funds in RE. Furthermore, when manually adding a fund in Almabase and connecting it to a specific fund in Raiser's Edge (RE), the only identifier currently supported is the fund System Record ID (External Database ID). Extending this capability to include the RE fund ID would be beneficial. Our team is accustomed to referencing funds solely using the Fund ID on RE. This will align with the practices of other Higher Eds, including EMU, where funds are commonly referenced using the Fund ID field.

Pretty much what the title says. Prefix as in Dr., Mr., Fr., etc. and Suffix as in Jr. It seems to be an issue for at least two years as this post has not been resolved: https://feedback.almabase.com/data-integrations/p/allow-suffixes-to-be-downloaded Since we cannot view these fields in the Data Studio, they also cannot be exported. Also, there should be more options for Suffix other than Jr., including roman numerals (I, II, III, etc.).

It would be helpful to provide clearer separation between “canceled” registrations and “payment initiated” (abandoned) records in Almabase reporting and sync logic. Currently, the “Won’t be attending” category appears to include both true cancellations and payment-initiated records, which creates confusion and potential duplication. We would like the ability to restrict this category to only confirmed cancellations, while keeping payment-initiated records separate. Additionally, having an option to explicitly map or track cancellations (rather than removing them entirely during CRM sync) would improve reporting accuracy and alignment with BBCRM.