Below is a guide to setting up your event and connecting Blerter and Volunteer Local for a streamlines Volunteer experience.
Pre Integration Checklist
Here are a set of tasks that need to be completed before you connect Blerter and Volunteer Local. There is no specific order but it's important to that they are all completed for a successful integration.
Create your event on Volunteer Local
Set up instructions: https://www.youtube.com/watch?v=gGtc0M2JW2g&t=41sCreate your event on Blerter
Set up instructions: https://www.youtube.com/watch?v=1fGsQMwg1wY
1. Ensure your Channels and Groups have been created in the event.
2. Connect your Groups to the relevant Channels.
3. Add in any relevant RunSheets, Hazards, Documents you want ready for the Volunteers onboarding.
Connecting Blerter and Volunteer Local
Now that both events have been created, let's get your Volunteers on board!
Log into your account at Volunteer Local: https://www.volunteerlocal.com/
Navigate to Account->Settings
Scroll down to the Blerter integration area.
Click the "Connect your Blerter account" button, and you will be able to Log in via our secure AuthO connection. Please ensure you use the same Email and Password (or Social Login) that you used to create the event.
Log in
Your Blerter events and groups will appear. Check the box(es) of any groups you want to push volunteers to.
Step 2 > Navigate to Settings
Step 4-5 > Log in and sync to Blerter account
Step 6 > Event and Group Selection
Step 2: Synchronize data within VolunteerLocal
A. Method 1: Synchronize an entire event.
1. Go to Volunteers->Report and select an event
2. Click to expand the “Data Sync Integration” tab at the top of the report.
3. Use the checkboxes at the top to narrow down the sync by volunteer shift-time or signup time. 4. When you are ready, click the button to “Sync to Blerter.”
B. Method 2: Synchronize a single volunteer profile.
1. Go to Volunteers->Report and select an event
2. Click the “Sync volunteer data with Blerter” button to synchronize individual data.
