ClubRunner and Rotary International Database Integration Introduction and Overview Introduced: November 2010

ClubRunner Confidential Agenda Introduction – OneRotary Initiative API vs. Email Integration Supported Updates and Privacy Importance of RI Member ID RI Member Access Portal (MAP) Getting Started Future Plans and Enhancements Q&A ClubRunner Confidential

ClubRunner Confidential 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) Email notification system (Old RI Reporting) ClubRunner Confidential

ClubRunner Confidential 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 1 2010 and available today. ClubRunner Confidential

API vs. Email Integration Previous Email Notification System: Every time a member profile is updated, software sends updates to data@rotary.org 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

API vs. Email 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 a few minutes for update to go live Strict business logic layer for catching exceptions and protect data integrity

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

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

Supported Updates Available Updates to Existing Members: Name changes (Mandatory) Gender Home & Work address (At least one address is mandatory) Home Phone Work Phone Cell (Mobile) Phone Home Fax Work Fax Email Date of Birth Sponsor Classification Work Website

Supported Updates New Members: Add New Member – Automatic Transmission to RI RI Member No. populated on ClubRunner member profile Updates to that member from that point are automatically synchronized Supports transferring members Can take a few minutes to complete (If any errors happen an email will be sent to RI which will take serval days to update)

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

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

Supported Updates The Database Integration also syncs Club Information with RI: Club ID Club Meeting Place Club Meeting Address Club Meeting Date Club Meeting Time Club Website Club Email Address Club Phone and Fax number Club Mailing Address

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

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 Compare and Synchronize link, under Membership tab

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 Add member to 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 Confidential My Rotary www.rotary.org ClubRunner Confidential

ClubRunner Confidential My Rotary Login Screen ClubRunner Confidential

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

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

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

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

ClubRunner Confidential Opt in at ClubRunner Log into your ClubRunner site Click on the RI Integration Settings or RI Integration link Clubs with ClubRunner: Clubs without ClubRunner, on the District: District Administrators, on the District: ClubRunner Confidential

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

ClubRunner Confidential Opt in at ClubRunner 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 Confidential

ClubRunner Confidential Opt in at ClubRunner 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 Confidential

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

ClubRunner Confidential Ongoing Updates Click on Edit to make changes ClubRunner Confidential

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

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

ClubRunner Confidential Q&A ClubRunner Confidential