Unified View in Practice: A Migration Playbook for Teams Moving off Database View

Ready to operationalize the move to Unified View? This session turns 2025’s transition guidance into a concrete, field‑tested playbook for teams preparing to move off Database View.

We’ll walk through how common Database View tasks translate to modern Raiser’s Edge NXT workflows, including guidance on security and role configuration, when to use Lists versus the Query API for common extracts, and how teams are retiring risky “export for mailings” habits in favor of standard reports and in‑product processes.

You’ll leave with a stepwise migration plan, sample communication points for stakeholders, role‑based training checklists, and a practical risk register you can reuse in your own organization. This session is ideal for teams who followed last year’s migration discussions and are ready to move from planning to execution with confidence.

Track
Fundraising & Donor Management
Products
Blackbaud Raiser's Edge NXT®
Knowledge Level
Intermediate
Speakers