Syncing Groups and Staff Schedules with Blackbaud

To view Blackbaud groups as Schedule in Orah, both Blackbaud's & Orah's staff users profile and groups needs to be in sync.

Syncing Groups

While setting up initial Blackbaud integration if you have not selected Groups as a record to be synced, the steps below will guide you to sync Groups from Blackbaud.

☝🏽 Note - If a Blackbaud connection has been made, it is most likely that the Group records are synced. So, if you have already synced Groups skip to Staff Sync below.

Glance through the quick preview below 👇 followed by step by step instructions :

🧭 Navigate : App Directory (left side menu bar) > under the SIS Partners tab > Blackbaud >

Step 01 Navigate to Blackbaud in App Directory and click 'New Sync Object' on the right side + New Sync Object
Step 02 Select 'Groups' from the list of available records to sync, and click on 'Next'
Step 03 Preview the values which will be synced, click on 'Done'
Finished ! Your School's Blackbaud Groups will be now synced.

Once the integration is completed, check for Integration success. Groups synced will appear in the Admin Console as a seperate item under Admin.

🧭 Navigate : Admin Console > under Admin find newly created item Groups

If integration sync was successful, all the Blackbaud Groups will be displayed under 4 major category - Academics | Activities | Advisories | Teams with respective items under each category.

Newly Created item in Admin Console will appear called 'Groups'

☝🏽Note - Wait for a while for the sync to be completed. If you cannot see any items under the different category in Groups, try performing a manual sync (read here) for groups by clicking View Integration on top right corner.

Manually Linking Orah Staff with SIS Staff

Once Blackbaud integration for Groups as shown above has been synced successfully, schools can now enable staff users on Orah to view their Blackbaud groups as schedule within Orah.

🧭 Navigate : Admin Console > Under Admin find and click Staff


Step 01 Navigate and find Staff in the Admin Console. Click 'Connect Blackbaud ID' located right side for each staff users
Step 02 Search for the corresponding staff user in Blackbaud and click 'Connect' *
Finished ! A ribbon stating 'Staff Connected Successfully' will appear at the bottom of the screen and 'Connect Blackbaud ID' will be replaced by 'Disconnect Blackbaud ID'

📣 We have an automated way to sync all staff at once, read more here https://success.orah.com/en/articles/9203458-syncing-staff-user

Viewing Staff Schedule

Following the above steps, a Blackbaud connected staff user in Orah will now be able to view their Blackbaud schedule within the 'My Schedule' tab next to the 'Homeboard' as shown below. Staff users can also filter students by 'SIS Group' on the Homeboard and other possible areas to filter and view students assigned to specific Blackbaud groups.

🧭 Navigate : Homeboard > under second tab My Schedule

Now that you have synced Blackbaud Groups as Schedule in Orah, head How to Take Attendance in Orah.

Hope this was helpful. If you have any further questions, just click the blue chat icon at the bottom right corner of this page or email us at Support email - support@orah.com, we will help you navigate through it. Cheers !

Syncing Attendance with Blackbaud

Setting up Blackbaud Integration

Syncing Staff User from Blackbaud

Syncing Staff User from TASS

Syncing Staff User from Veracross