DonorCentral Migration from Blackbaud Systems to NPact Systems

DonorCentral Migration from Blackbaud Systems to NPact Systems

This article outlines the workflows for user log into DonorCentral after the migration to NPact systems and common questions. Please see the Summary and Sections I-II below.

Summary

• Migration affecting user log in experience: The migration of all DonorCentral sites from Blackbaud systems to NPact systems will occur on Wednesday, May 29th between 6:30 AM ET - 10:30 AM ET. During this time, users will not be able to access DonorCentral. During this outage, if a user tries to log into DonorCentral on the Blackbaud ID log in page, they will be redirected to the NPact product page. Once the downtime window is completed, users will no longer use the Blackbaud log in page and instead will begin using the new NPact login page to access DonorCentral which is outlined below in section I.
• DonorCentral URL: The URL to your DonorCentral site will not change. Note: Please see section II, item # 1 for important notes and clarification on the DonorCentral URL.
• Welcome Emails: The Welcome emails that go out to new users will need to be updated, please see section II, item # 4.
• Sign in with Google\Apple and SSO: 

        >Sign in with Google\Apple and SSO methods of logging in will not be available until those methods are implemented in NPact systems at a later time. 

        >Users who use Google, Apple methods of logging in will use their email address to log into DonorCentral outlined in section I below. This would be the same email address that was used for signing in with Google or Apple previously with DonorCentral. The only difference is that until we implement signing in with Google or Apple, those email addresses will not be linked with Google and Apple for authentication. 

       >We will provide an update when Google\Apple and SSO are available for use in NPact systems.

       >Users do not need to disconnect from Google or Apple authentication prior to the migration, but if they wish to do so, please see section II, item #9. See section II, item #11 to see what method user accounts are connected with to log into DonorCentral.       

• Please see section I for new log in workflow and section II for common questions.
• Documentation: Below is a link to the article for the login instructions for DonorCentral and how to set up a new DonorCentral user. Please note, the article outlines the current DonorCentral login process. We recommend bookmarking these articles, as they will be updated to the new NPact login screen once the migration is completed.

Login instructions for donors and advisors

Login instructions and using DonorCentral for staff members

How foundation staff can set up new DonorCentral users

I. Logging into DonorCentral after the migration

a. Go to the DonorCentral site in your browser.

b. You will see the new NPact log in screen where you will see a field to enter in your email address. Enter in your email address in this field and then click Continue:  

• The email is used to log into DonorCentral is the email that is on the profile 1 record in FIMS for advisors or for staff the email that is on the staff code table in FIMS. The following article outlines how access is granted to DonorCentral: Register new users
• The screenshot below is an example from a test environment. The logo and text on the log in screen for your foundation will be different according to what you have configured in Control Panel\Site Administration\Log in Page and Branding.

c. After clicking Continue, you will see a message displayed saying that an email has been sent to your email inbox to reset your password. 

• The email message will be sent to the email that is on the profile 1 record in FIMS for advisors or for staff the email that is on the staff code table in FIMS. The following article outlines how access is granted to DonorCentral: Register new users
• The email message will be sent from 'dfm-cores <no-reply@auth0user.net>'
• This automatic reset password message below will only occur the first time after logging in after the migration.
• Close this window in your browser and check your email for instructions:

d. In your email inbox, you will see a message to verify your email address. Click the button to Verify Your Account. After you verify your account, you will be sent another email to reset your password in the next step.

Part of the account and link information has been deleted from this screenshot for security purposes:

e. In your email box, you will see a message to Reset your password. Click Confirm to begin process of resetting password:

Part of the URL information was deleted from this screenshot for security reasons:

f. Once you click Confirm in the password reset email, you will see a page with the option to change your password appear in your browser as shown below. You will see your email address automatically populated. Enter in your new password and confirm your new password and then click the right facing arrow key at the bottom:

• As you are typing in your new password, you will see the password requirements screen appear:

g. Once you click the arrow key, you will see a message showing that your password was successfully reset. You can close this tab in your browser:

• Note that you will not be automatically re-directed to the DonorCentral log in page again.

h. Navigate to the URL for your DonorCentral site in your browser and you will see this screen below. Enter in your password and click Login. You will be directed to DonorCentral Home page.

• Note that your email will be auto populated if you are using the same open browser where you did the password reset. The email address from this screenshot has been partially deleted for security reasons.

• If you had completely closed your browser and re-opened it or went to the DonorCentral URL in a different browser, then your email address will not be pre-populated at first and you will enter in your email address, click Continue, then enter password and click log in. You will be directed to DonorCentral Home page.

II. Common Questions:

1. Will the URL for our DonorCentral site change?

A: No, the URL will not change to your DonorCentral site. 

• To clarify, the URL for your DonorCentral site ends in donorcentral.com, for example, myfoundation.donorcentral.com. Be sure to use that URL to access DonorCentral and not the redirected Blackbaud ID log in URL. 
• Some users may have booked marked the redirected URL to the BBID log in page, for example, if your DonorCentral URL is support.donorcentral.com and you go to that URL, currently, you will be redirected to the Blackbaud ID log in screen using a URL similar to the one below: 

https://app.blackbaud.com/signin/?redirectUrl=https:%2F%2Fsupport.donorcentral.com%2F

• Users may have booked marked that Blackbaud ID URL which will not work. Be sure to bookmark and use the base URL for your DonorCentral site, for example, myfoundation.donorcentral.com.

2. Will DonorCentral users be prompted to set up or required to set up MFA for use with DonorCentral?

• This article will be updated once details are finalized.

3. Will recurring suggestions be carried over to DonorCentral on NPact with the same information, such as the same advisor who submitted the suggestion and the same recurring schedule?

A: Yes. 

• If an advisor creates and submits a recurring recommendation in DonorCentral and that advisor has not signed into DonorCentral after the migration to NPact, those recurring suggestions previously created will still be processed as normal. 

4. Will the verbiage in the Welcome emails need to be updated?

A: Yes, you will need to update the Welcome emails. On May 29th after the migration is complete, you must do either option A or option B below.

Note that we are removing BBID User versus Non-BBID User email types shown in the screenshot below:

Option A. Click the Restore Defaults button in the Welcome email configuration window to update the Welcome emails to the new default verbiage. Once you click that button and click Save, your Welcome emails will be changed to the new default text shown below the screenshot:

Configure Automated Emails

Your DonorCentral account has been activated! Use the link below to access the site.
 
 {SITE_URL}
 
 Sign in with your DonorCentral email address: {USER_EMAIL_ADDRESS}.
 
 New to DonorCentral: You’ll be requested to reset your password.

OR

Option B. Edit the Welcome email with preferred verbiage. Steps to configure automatic emails are outlined in this document: Configure Automated Emails

5. After the migration, will new users be added to DonorCentral the same way?

A: Yes, users will first be added to FIMS and will receive a welcome email as they currently do. The user will click on the link in the welcome email and will be prompted to reset their password.

6. When will Sign in with Google, Sign in with Apple and sign in using SSO users start using the NPact Google\Apple or SSO log in?

A: We will provide an update on those log in methods as details are finalized.

7. What happens to a user’s account if the user never logs into DonorCentral and resets their password in NPact systems after the migration?

A: There is no deadline for users to log into DonorCentral after the migration to reset their password.

8. Will there be any changes in appearance in how DonorCentral looks?

A: Yes, there will be changes in appearance in how the new NPact log in screen will look compared to the old BBID log in screen, the navigation bars on the top of the Home screen in DonorCentral and the Hamburger menu in DonorCentral. We will also be updating Log in status types and log in types in Control Panel > Site Administration > Users.

9. Prior to the migration, if a user logs into DonorCentral using Sign in with Google\Apple, does that user have to disconnect those log-in methods?

No, the user does not have to disconnect those log-in methods prior to the migration, but if they do want to disconnect, the user can follow the steps outlined in the articles below:

Disconnect sign in with Google from BBID:

https://kb.blackbaud.com/knowledgebase/articles/Article/71538

Disconnect Sign in with Apple from BBID:

https://kb.blackbaud.com/knowledgebase/articles/Article/199826

Note that the instructions to disconnect Google or Apple from BBID will no longer be relevant for DonorCentral log ins after May 29th, but if users access any other Blackbaud products, then those instructions would still be valid for those Blackbaud products.

10. Sometimes users have difficulty logging into DonorCentral due their email address having been updated in FIMS. When this happens, there is a message displayed in Control Panel > Site Administration > Users for that user's account, 'Email Differs from BBID'. How will users who have changed their email be able to log into DonorCentral? How will users know which email they need to use to log into DonorCentral?

• The message, 'Email Differs from BBID' occurs due to the email address for the advisor or staff member having been changed in FIMS. When the next DonorCentral upload takes place, that new email gets uploaded to DonorCentral, but that new email is not updated in the BBID system which is separate. This article outlines how to resolve that issue:

"Email Differs from BBID" for User in DonorCentral

• The email that should be used to log into DonorCentral is the one that is on the profile 1 record in FIMS for advisors or for staff the email that is on the staff code table in FIMS. The following article outlines how access is granted to DonorCentral: Register new users
• The email address that is in FIMS is the same one that is on the Email column in DonorCentral in Control Panel > Site Administration > Users as shown below. The email address displayed in the Email column in Control Panel > Site Administration > Users is the one that users should be using to log into DonorCentral.

11. How can I see which users log in with email\password versus which users log in with Google\Apple or SSO?

A: Go to Control Panel\Site Administration\Users and note the Login type column which shows the log in type for all users. 

BBID: Email\Password

Google: Social media log in using Sign in with Google or Sign in with Apple

None: Means user has not logged in yet

SSO: Single Sign On

The log in type of Google actually captures all social media log ins including Apple. You can filter on just Google log ins so that you can see how many users use social media log ins by clicking the filter button, selecting Login type on the side and selecting Google then click apply filters as shown below.

You can also filter on SSO and see how many users use SSO.