# Blackbaud Checklist

To set up your Parent-Teacher Conference event using the PTA scheduler with Blackbaud integration, follow these steps:

1. **[Integrate with SKY API, Set Up Your Account, and Set Up Event](https://help.pickatime.com/books/blackbaud-user-guide/page/setup-account)** Create your conference event and give it a clear, descriptive name (e.g., "Fall 2026 Conferences"). Adjust your account settings for Blackbaud SSO.
2. **[Export Your Data:](https://help.pickatime.com/books/blackbaud-user-guide/page/export-your-data)** Export your students, teachers, classes, and enrollment data from Blackbaud. Once exported, verify the data imported correctly in the Admin UI.
3. **[Create Slots for the Event](https://help.pickatime.com/books/blackbaud-user-guide/page/creating-time-slots)** After verifying your data, create your time slots — including dates, times, and appointment durations.
4. [**Create the SSO**](https://help.pickatime.com/books/blackbaud-user-guide/page/creating-your-sso) **-** Blackbaud uses SSO for parent access from the Resource Board.
5. **[Configure Settings](https://help.pickatime.com/books/blackbaud-user-guide/page/configure-settings)**
    - **Appointment Settings** — Adjust various settings specific to your event.
    - **Configure Email** *(optional)* — Customize the default email confirmations and reminder notices, if needed.
6. **[Turn It On and Test the Scheduler](https://help.pickatime.com/books/blackbaud-user-guide/page/turn-it-on-and-test-the-scheduler)** Once your data is complete and time slots are created, activate the scheduler and test the booking experience.