STEPS
(1) Go to https://www.conciergepadedu.com/login and sign in with your username and password
(2) Navigate to Settings→Integrations (towards bottom of page) click on the Blackbaud - Sign-in button. (see illustration below)
Click Authorize Blackbaud.
You will then be linked to Blackbaud and told "ConciergePad would like to access your Blackbaud data". Click Authorize.
(3) Now you should see a Blackbaud menu screen that looks similar to the illustration below:
(4) To load employee/teacher data into ConciergePad, you must select the "role" from the Core Roles dropdown as shown below. Please note that there are a lot of core roles, so make sure to select all the "roles" that pertain to the data you would like to load. In the example below, the user has selected to load Admission Staff and Teachers.
(5) Once you have selected all the "roles" or groups of staff that you would like to import, you can then click on the Sync Now button located on the Sync Employee Roster line as shown below.
(6) If the load is successful, the user will see a green label at the top of the screen indicating that the load was complete. The message will also state how may records were imported into ConciergePad.