Blackbaud Integration Configuration and Implementation Guide

Note: The Schoology Blackbaud integration has been deprecated and is no longer offered to Schoology organizations as a new integration. The information in this article is still appropriate for organizations that added the integration before deprecation. 

Use the Schoology Blackbaud app to provision users, courses, and enrollment from Blackbaud into Schoology. 

This article is for new Schoology users who also use Blackbaud, or for existing Schoology users who want to start using Blackbaud to provision users, courses, and enrollments into Schoology. Use the instructions in these articles to implement the Blackbaud integration for your school or organization. You can read this page in its entirety, or use the links outlined below to jump to specific steps in the process.


 What to Expect from the Blackbaud Integration

Setting up your Blackbaud Integration: Before you Get Started

How to Configure and Synchronize your Blackbaud App
The articles outlined below show you how to set up your Configuration, Schools and Terms tabs in the Schoology Blackbaud app, and how to sync Users, Courses, and Sections from Blackbaud to Schoology.

 


 Blackbaud Integration Overview
  

Schoology has developed a Student Information System (SIS) integration platform that enables Schoology to integrate with any SIS that provides a web services API. The integration provides a seamless method for keeping Schoology populated with users, courses, school, and enrollment data. 

This section will address the following questions: 

  • What information is transferred from Blackbaud to Schoology?
  • What information is transferred from Schoology to Blackbaud?
  • How often is information updated between the systems?
  • What is required to implement the Blackbaud App in Schoology?
  • What are the limitations to the Blackbaud integration?

What information is transferred from Blackbaud to Schoology?

Schoology will pull the following information from Blackbaud: 

  • School building information
  • Grading periods
  • Users (staff, parent, and student accounts)
  • Courses, Sections, and Enrollments

Important Note: All of the information listed above will be managed in Blackbaud and changes and updates will be transferred seamlessly to Schoology. However, it is important to note that in order to keep a consistent data model, any changes or updates made in Schoology will not be transferred to Blackbaud. You can add additional courses and users in Schoology that are not in Blackbaud without affecting your Blackbaud instance. This option is helpful if you want to do cross-school enrollments or if you have guest instructors, or if you have advisers that are not in Blackbaud.

What information is transferred from Schoology to Blackbaud?

The integration between Blackbaud and Schoology is a one-way sync, and runs from Blackbaud into Schoology. No information in Schoology will be passed back to Blackbaud.

How often is information updated between the systems?

As an organization, you may determine the frequency of updates between the two system.

The following options are available:

  • Manual (the system admin must manually sync the Blackbaud app in Schoology)
  • Scheduled (the syncing can occur on an hourly or daily schedule)

What is required to install the Blackbaud app in Schoology?

  • You will need to obtain your Blackbaud database_key and database_number from your Blackbaud rep
  • It is recommended that you sync your Active Directory with your Blackbaud instance.

What are the limitations to the Blackbaud integration?

  • The Blackbaud integration with Schoology is a one-way sync that runs from Blackbaud into Schoology. No grade or attendance data in Schoology will be passed back to Blackbaud.
  • While it is possible to provision parent accounts using the Blackbaud sync, these parents will not be automatically associated with their children in Schoology. See this article to learn about your options for associating parent/child accounts.

Blackbaud Integration Instructions

Blackbaud App: Before you get started
Before you install the Blackbaud app into your school or organization, make sure you have the following items completed:

General Requirements

  1. Navigate to the Schoology App Center and request to install the Blackbaud application. If you have not yet discussed your school's plan to use Blackbaud to provision your Schoology account with your Schoology  representative, please reach out to them so that they can ensure your request is approved.
  2. When you receive the email notifying your school's approval for the Blackbaud app, navigate to the App Center once again and click on the Blackbaud app. Click Install App and then select Add to School.
  3. Contact your Blackbaud rep to retrieve your database_number and database_key


Getting Started: Blackbaud App Configuration


Now that you have acquired your database_number and database_key from Blackbaud, you are ready to begin configuring the Blackbaud Schoology app.

You will need to set up the Configuration, Schools, and Terms tabs before you can start syncing Users, Courses, and Sections.

Configuration


Credentials

Enter your Blackbaud domain, as well as the Database Number and Database Key for your Blackbaud instance into the above fields in the Schoology Blackbaud App. Click Save API Credentials.

Sync Timing Options

Use Blackbaud Sync Timing Options to:

  • Choose whether the sync between Blackbaud and Schoology is manual or scheduled.
  • Set the frequency of the sync.

Manual: The system admin must manually sync the Blackbaud app in Schoology.
Scheduled: The sync occurs hourly or daily.


Save Sync Options to save your settings. You can also change the settings at any time by re-saving the sync options.
Note: This setting provisions users, courses, sections, and enrollment from Blackbaud into Schoology. You may also navigate to the respective tabs in the app and manually sync users, courses, or sections and enrollment at any time.

Test Mode

Check "Test Mode" when implementing the Schoology Blackbaud  app for the first time. 

This option will prepend all of the email addresses brought over during the sync with test_ [email address] to test the import. Since email addresses must be unique across Schoology, this option allows you to run a "test sync" while preventing email conflicts when you are ready to enable the sync.

If you are unsure if you should be checking or unchecking the "Test Mode" option, please contact your Schoology Client Success representative. 

Blackbaud Active Year

Select the current school year from the options. 

 

Schoology Acting User

To make any changes to the Blackbaud app, you must be its acting user and a Schoology administrator for your organization. Active users see the following message displayed in the Schoology Acting User area:

If you don't see this message, click the button to make yourself the acting user for your account.

Schools


If you have more than one school or building in your Schoology Enterprise account, choose which Schoology school or building you would like your Blackbaud data to sync into:

 

Terms


After you've completed setting up the Configuration and Schools tabs, you're ready to map your Blackbaud Terms to your Schoology Grading Periods. 

After you create your schools, they are listed in the Terms tab of the Blackbaud app.

Map all of the existing Blackbaud terms to their corresponding periods in Schoology

  • If a term already exists in Schoology, choose the corresponding term in the dropdown
  • If it does not exist, choose Create New Term from the dropdown

You can also map a grading term in Blackbaud to multiple grading periods in Schoology. To map one Blackbaud term to more than one Schoology grading period, click the blue Add link to the right of the Schoology Grading Period drop down.


 

Note: After setting up your Configuration, Schools, and Terms tabs, contact your Schoology Implementation or Project Specialist before proceeding with the rest of the Blackbaud integration. Your organization's representative on the Schoology Client Success Team  will provide additional guidance and instructions to ensure a seamless integration.

You can work with your Schoology rep to use the Data Prep tool to ensure a successful integration. 


Blackbaud App Synchronization

Now that you have configured your app, you are ready to sync users, courses and sections.

Users


To sync users from Blackbaud to Schoology, you must select the role to which the account will be mapped.

 

  1. Check the box to the left of the school name.
  2. Map the Student role in Blackbaud to a role in Schoology. Most schools select the Student role in Schoology as well.
  3. Map the Staff role in Blackbaud to a role in Schoology.
  4. Click Sync Users to begin your first User sync with Blackbaud. This button also allows you to manually sync users at any time.

Note: If you do not want to provision certain roles into Schoology, you can select Do Not Sync.

 

Courses


To provision Schoology with the courses in your Blackbaud instance, select the school(s) for which you'd like courses provisioned. Then click Sync Courses to bring in Blackbaud courses into Schoology.

 

Sections


To provision Schoology with the sections and enrollments in your Blackbaud instance, select the school(s) for which you'd like sections provisioned. Then click Sync Sections/Enrollments to bring in Blackbaud sections and enrollments into Schoology.

 

 

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