Tag Archives: Plug-in

Installing IDLookup

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Update: IDLookup is a legacy application that is no longer available for download. Almost all of the functionality has been incorporated into Importacular and we recommend that product instead.

In this post I hope to offer some help in installing IDLookup. Many people have downloaded it but it may not be so straight forward to install. Note that these instructions can also be used for installing Query Manager.

If you do not know what IDLookup is here is a brief outline. IDLookup is  a plugin that I have created to lookup records in Raiser’s Edge given a list of constituents and their address details. This is useful where you have a third party list given that does not contain your constituent ids (such as many giving sites e.g. JustGiving, FirstGiving, CharityWeb, etc)  or cold lists that you want to ensure really are cold. The application can be found on Zeidman Development ->IDLookup. This is a demo version that is tied to the sample database.

When you download IDLookup from Zeidman Development you receive a zipped up file consisting of one installation file. After extracting the installation file (IDLookup Setup.msi) double click on it and follow the guide that will install all the files in their correct location. In the plugins directory you will then see a link for IDLookup. However we are not ready to start just yet.

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Is the API really that expensive?

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I get a lot of questions asking me if a certain change to The Raiser’s Edge can be done. Here is a typical (if somewhat abbreviated conversation)

Them: “We would like to add an attribute every time a constituent is saved. Then we want to synchronize our online giving application with Raisers Edge. Lastly we want to validate fields when entering gifts into Batch.”

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A .NET plugin

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When I first saw Shaun Sullivan’s code to create a .NET plugin in Raiser’s Edge I was a bit concerned. I tried out the code and after a bit of fiddling with it I managed to get it to work. Although I thought and still think that having an extra HTML page with the plugin as a user control was a bit of a hassle.

A much easier solution that I have done several times is to simply create a .NET class library with a form. When you start your plugin the form is shown directly in a new window.

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