Before integrating, complete the following:
  • Ensure you are on The Raiser's Edge 7.81.1334 or higher and Counterpoint SQL 8.3.4 or higher.
  • If you are running The Raiser's Edge 7.82.1514, ensure that you are running CounterPoint SQL 8.3.6.
  • Ensure The Raiser's Edge and Counterpoint are both installed on the workstation that will be used for the integration.
  • Unlock the RE:Membership optional module. If you don't have the Membership module, contact your Account Manager to purchase it.
  • Unlock the Counterpoint SQL Integration in The Raiser's Edge
 
  1. On the Raiser's Edge bar, click CounterPoint SQL Integration. The CounterPoint SQL Integration screen appears.
  2. Click Configuration. The Configuration frame appears.
  3. In the Server field, enter the server on which your CounterPoint SQL SQL Server database resides.
  4. In the Database field, select the name of the database to which you are connecting. The CounterPoint SQL installed locally field informs you if you have CounterPoint SQL installed correctly on your local workstation. If you do not have CounterPoint SQL installed locally, you must enter the database name in the Database field.
  5. To authenticate connection to your server using your Windows login credentials, mark the Use Windows Authentication option. If you want to authenticate connection to your server using your SQL Server login credentials, mark the Use SQL Server Authentication option. When you choose the Use SQL Server Authentication option, enter your User ID and Password.
  6. Click Establish connection and enable options. A Connection successful message appears.
  7. Click OK. You return to the Configuration frame. A Launch CounterPoint SQL As frame appears as well as a Map Funds / Memberships to Product Inventory link.
  8. In the Launch CounterPoint SQL As frame, the Raiser's Edge User field informs you which user name is logged in. You can establish Launch CounterPoint SQL As settings for each Raiser's Edge user. In the User ID field, select the CounterPoint SQL User ID you want automatically logged in when you click Ticket Entry.
  9. In the Password field, enter the password for your User ID. If you have more than one Workgroup ID, select the one you want to associate with the User ID.
  10. Mark the Standard or Touchscreen option for your Ticket Entry preference. All these fields are optional and bypass the CounterPoint SQL login screen.
  11. The first time you establish your Configuration settings, a Run Database Revisions link appears beneath the Connect to CounterPoint SQL Database frame. You cannot Map Funds / Memberships to Product Inventory, Transfer Constituents to CounterPoint SQL, Update Membership Information in CounterPoint SQL, Download Donations, or Download Membership Transactions until you run the database revisions. The Run Database Revisions link makes the necessary changes in the CounterPoint SQL database for integration.
  12. Click the Run Database Revisions link. When the database revisions are complete, the link no longer appears in Configuration.
  13. Download and run the integrationscripts.exe.
This integration is now supported by CenterStage, Inc. Questions regarding resources, functionality, or troubleshooting with the Counterpoint solution can be directed to CenterStage Support.