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Integration between RE and EE

Last post 10-24-2011 12:50 PM by Thomas Evans. 2 replies.
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  • 05-19-2009 11:55 AM

    Integration between RE and EE

    We are in the process of planning our integration between RE and EE and wanted to know if anyone can give some advice on the time it took to go through the "linking" process.  We have thousands of records and just wanted some feedback (success, struggles, etc.)

    Corrie Leonard
    Advancement Office
    Christ Church Episcopal School
    Greenville, SC
  • 05-19-2009 12:23 PM In reply to

    • Cindy Carey
    • Top 75 Contributor
    • User Since: 1997
    • Posts 101
    • Organization: McLean School
    • Products:  Admissions and Registrar's Office 6, The Education Edge, The Financial Edge, The Raiser's Edge

    Re: Integration between RE and EE

    Before you start linking, make sure that that both data bases are as clean as possible.

    The time that it takes depends on the person who is doing it and the data that you are using.

    Get rid of any duplicate records before you start. Follow the instructions that BB provides.

     

    Cindy Carey
    Database Manager
    McLean School of Maryland
  • 10-24-2011 12:50 PM In reply to

    • Thomas Evans
    • Not Ranked
    • Posts 7
    • Organization: Washington International School

    Re: Integration between RE and EE

    Also, make sure that in both EE\FE and RE, a single record does not have the same address type (Home, for example) listed twice. The address types on each record must be unique or duplications will arise - I can provide more detail if needed. We created custom reports with Crystal for pre-integration data checking and this is one that we ran on both the RE and EE\FE sides - proved to be very helpful.

    Thomas

    Thomas Evans | tae@thomasevans.net

    Director & Lead Consultant | The Strategic Edge Institute | http://strategicedgeinstitute.com
    Consultant in Residence | Washington International School | http://wis.edu

    Direct Phone | 800-931-9833
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