ClubRunner Connect. Communicate. Collaborate. ClubRunner and Rotary International Database Integration Introduction and Overview Introduced: November 2010

ClubRunner Agenda 1.Introduction – OneRotary Initiative 2.API vs. Integration 3.Supported Updates and Privacy 4.Importance of RI Member ID 5.RI Member Access Portal (MAP) 6.Getting Started 7.Future Plans and Enhancements 8.Q&A ClubRunner Confidential

ClubRunner Introduction ClubRunner Database – Club/District/Zone Hosted by ClubRunner’s Data Centers Independent of Rotary International’s Databases in Evanston, Illinois Double data entry for Club Secretaries Semi Annual Reports (SAR) notification system (Old RI Reporting) ClubRunner Confidential

ClubRunner OneRotary Initiative Allow software providers to connect to RI Databases to synchronize member updates ClubRunner worked closely with RI to pioneer this initiative and set technical guidelines ClubRunner first and only company to have this integration (as of November 2010) Released to all ClubRunner customers November and available today under Version 2.0. ClubRunner Confidential

ClubRunner API vs. Integration Previous Notification System: Every time a member profile is updated, software sends updates to Wait one to two weeks for data to be processed by RI Data Services Division Exceptions/errors – further delays No feedback on new member additions

ClubRunner API vs. Integration New API Integration System: ClubRunner and RI databases tied via a secure connection Every time an Active or Honorary member profile is updated, ClubRunner updates RI database in real time Wait 10 minutes for update to go live Strict business logic layer for catching exceptions and protect data integrity

ClubRunner Integration (Old) ClubRunner Rotary International Member Updates ( s) RI Data Services Division (Manual Data Entry) 1 to 2 weeks No confirmation of changes No security or business logic layer No return of RI Member No. = LOW ACCURACY

ClubRunner Web API Integration (New) ClubRunner Database Rotary International Database Member Updates (Web Service) Security Rules and Privacy Settings API Library Return RI Member No. HIGH ACCURACY & DATA INTEGRITY

ClubRunner Supported Updates Available Updates to Existing Members: Name changes (Mandatory) Gender Home & Work address (At least one address is mandatory) Work address Home Phone Work Phone Cell (Mobile) Phone Home Fax Work Fax

ClubRunner Supported Updates New Members: Add New Member – Automatic Notification to RI One week until updated at RI RI Member No. populated on ClubRunner member profile Updates to that member from that point are automatically synchronized

ClubRunner Supported Updates Terminated Members: When member terminated – RI is Automatically updated Future updates to that member no longer synchronized (only Active and Honorary)

ClubRunner Supported Updates Executive and Directors List (Club Officer Information) When member is added to the Executive list – RI is Automatically updated Rotary only collects the following titles President Secretary Treasurer Executive Secretary/Director Membership Chair Foundation Chair

ClubRunner Supported Updates The Database Integration also syncs Club Information with RI: Club Meeting Place Club Meeting Address Club Meeting Date Club Meeting Time Club Website

ClubRunner Privacy Options Club and Member Privacy Options: Club decides which fields to share with RI Found under RI Integration link, under Membership tab Individual members can further decide to opt out of certain fields Found in Member Profile, under Privacy tab

ClubRunner RI Member No. This is the key to making successful updates Found within ClubRunner member profile, under Rotary tab Automatically populated once you switch on API Integration Allow one hour for completion Unmatched members report found in RI Integration link, under Membership tab

ClubRunner Compare & Synchronize Allows you to compare your member data in ClubRunner with what is available in Rotary Internationals’ Member Access Sync data between two systems by “pushing” from ClubRunner to RI or “pulling” data from RI to ClubRunner Remove inconsistencies between two systems Add member directly to RI from here as well Add member to ClubRunner from here as well

ClubRunner Getting Started Opt in on Rotary’s end from My Rotary Opt in at ClubRunner Set your club’s privacy options Wait for RI Member No.s to get populated (under one hour) Continue to make updates through ClubRunner as before

ClubRunner My Rotary ClubRunner Confidential

ClubRunner My Rotary ClubRunner Confidential Login Screen

ClubRunner Opt in at Rotary.org ClubRunner Confidential Log in as Club President, Secretary or Executive Secretary/Director Click on Manage on the top menu and click the Club Administration link

ClubRunner Opt in at Rotary.org Click on the Add or Remove Vendor Partner Organization link ClubRunner Confidential

ClubRunner Opt in at Rotary.org ClubRunner Confidential Scroll to bottom of page, and look for Partner Organization section Click on the Add Partner Organization link

ClubRunner Opt in at Rotary.org ClubRunner Confidential Select ClubRunner from drop down menu Read the terms and conditions, and if you agree, press I Agree button

ClubRunner Opt in at ClubRunner ClubRunner Confidential Log into your ClubRunner V2 site as Site Administrator Click on the Switch on Data Integration with RI (Automatic) link

ClubRunner Opt in at ClubRunner ClubRunner Confidential Check the checkbox to switch on integration Customize your privacy options by selecting the fields to synchronize Press the Update Privacy button

ClubRunner Opt in at ClubRunner ClubRunner Confidential Verify your Rotary Club ID is properly set by going to Edit Club Info & Settings from the Admin page Enter your Club ID if not already populated, then press Save Changes

ClubRunner Opt in at ClubRunner ClubRunner Confidential If you have some members who prefer not to send data updates, go to their ClubRunner member profile, and select the Privacy tab Uncheck the fields which you do not wish to share with RI for that member

ClubRunner Ongoing Updates ClubRunner Confidential Now that Integration is switched on, continue to make updates through your ClubRunner site

ClubRunner Ongoing Updates ClubRunner Confidential Click on Edit to make changes

ClubRunner Ongoing Updates ClubRunner Confidential Click Save, and synchronization with RI will happen automatically

ClubRunner Future Plans and Enhancements Ongoing plans to expand to more types of updates To stay to date on this project or review help documentation: ClubRunner Confidential

ClubRunner Q&A ClubRunner Confidential