How to turn on Integration
There is no charge for turning integration on. It is part of the package the district pays for and the cost is the same whether we use it or not. It makes life easier so we should be using it!
Since you use Club Wizard you won't get to one entry until Club Wizard gets integration going. Unfortunately they seem to delay the availability date by a quarter, every quarter.
But, that said you can cut from three entries: club, district and RI, to two entries: Club and District. In addition to the labor savings for your club, it also saves work for the district secretary.
There is a detailed set of instructions on the district website here. I've also included the same basic info below, (note it's cut and paste from another email so the person being addressed may sound like someone who's not President):
1. Your Secretary or President updates the district site to be current, if it isn't already.
2. The Club President or Secretary logs into rotary.org, and under "Update Club data" they make Clubrunner the partner organization. The picture below is from SP-CE after it's been done. See this link for details.
3. The club president, or the secretary logs into the district site, and turns on integration. To do this first check make sure your club id under the club info link is correct. Then under "Switch on data integration" you can enable integration. You can also restrict the information that is pushed on the same screen, my recommendation is to not restrict the information that is pushed. Your members can do that under their own profiles.
This link shows the steps on the District website. Note however that it is for a club website and the "Switch on data integration" menu is near the bottom for the district. The picture below shows the district menu.
Call me if you need more info, or if you want to set up a web meeting to walk through this. I would also be happy to set up a web meeting and we can walk through it.
Regards,
Scott