Scribe Data Import Utility Overview

Personify360 supports a new integration with a commercially available data migration utility, making it easier for you to update and modify constituent information in your database with information from third-party vendors. The Personify Data Import Utility is built on the Scribe Online platform (http://www.scribesoft.com). The integration with Personify is built as a target connector. A target connector knows how to work with Personify Data Services (PDS) and can take data from a source that has been mapped to the target connector (either an entity or a service operation) and process the data accordingly. The data import utility is a cloud-based toolset created for developers and IT staff. It has out-of-the-box connectors for Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, Salesforce.com, and more.

 

The data import utility has been built as a stand-alone, version-independent application that can work with Personify360 7.4.0SP1 and higher. However some entities and service operations that are available in Personify360 7.5.0 and higher may not be available for earlier versions of Personify 360. Please contact your Personify representative for more details.

This tool is not intended to replace the data migration process. The Personify Data Import Utility should only be used post go-live.

The Scribe Online application contains an extensive help library of how to install, set up and configure Scribe. This section of the Personify Online Help is only intended to provide you with an overview of how the Personify connector will work within the Scribe platform. For more information, please see Scribe Online Help Center.

In this section:

·            Web Services Designer Requirements

·            Logging Into Scribe Online

·            Working with Users in Scribe

·            Scribe Management Interface Overview

·            Solutions Overview

·            Personify Data Import Utility Templates

·            Frequently Asked Questions about the Data Import Utility

·            Personify Data Import Utility Demo

Scribe Online Help Center

The following list will directly link you to the Scribe Online Help Center. You can select a subject from the list to link to that topic in the help system. These links are provided for your convenience, but Personify is not responsible for the content in the Scribe Online Help Center.

·            Scribe Online Help Center

·            Getting Started

·            Frequently Asked Questions

·            Scribe Online for Insight Users

·            Tutorials

·            Managing Your Scribe Online Account

·            Managing Organizations

·            Managing Agents

·            Managing Connections

·            Using Integration Services (IS)

·            Using Replication Services (RS)

·            Administrator Tasks

·            Managing Connectors in the Marketplace (Connector Vendors only)

·            Scribe Online SolutionPacks

·            Scribe Online User Forum

·            Scribe Online Technical Support