Customizing the Blackbaud Raiser's Edge NXT Integration

The Fundraise Up native Blackbaud Raiser's Edge NXT integration allows you to automatically send Fundraise Up donation data to RE NXT.

 


Data Syncing

One-way Syncing

Data is synced one-way, from Fundraise Up to Raiser's Edge NXT. This means changes made in Fundraise Up will appear in Raiser's Edge NXT, but changes made in Raiser's Edge NXT will not appear in Fundraise Up.

When Data Syncs

All syncing happens in real-time.
You should see data in your NXT database without delay and near instantly.
This is what happens when data syncs:
  • New donation has been received and confirmed. We only sync donations that have a Success status and do not sync Pending or Failed donations.  
  • New recurring installment has been received and confirmed. We only sync installments with a Success status and do not sync Failed attempts.

The initial recurring donation will create two entries in giving history in Blackbaud: One that's a Recurring gift  & and one that's a Recurring gift payment. 

Recurring gift: Stores the status of the recurring donation, recurring schedule, amount, and additional fundraising details. 

Recurring gift payment: The gift transaction(s) associated with the recurring gift. 

 

Note: To make changes for the recurring gift status, you will need to be on the NXT web view and Mark as the desired status, as the Raiser's Edge application will not allow this to be changed.  

When Data Does Not Sync

Due to the Blackbaud API limitations, we are unable to update information about gifts and transactions. This means that we can only push new transactions and we cannot sync updates about it.
Example: A donation that is refunded in Fundraise Up would need to be updated in RE NXT as refunded, as we are not able to update a transaction.

Be careful with your mapping.  Since Raiser's Edge NXT doesn't support updating gifts API calls - once the data is sent to Blackbaud it is impossible for us to make any changes to it. You would need to make all the changes manually in your account.

  • The donation has been received but has not cleared yet. e.g. unconfirmed ACH or pending PayPal charges
  • Failed donations
  • Changes in recurring plans e.g. supporter changed donation amount, payment method, paused or canceled the plan

 


Constituent Matching and Duplicate Management

Before we create a new Constituent we need to check if the Constituent already exists in your Raiser's Edge NXT database.

Constituent matching can be complicated and every organization has different criteria on how to match duplicates.  We recommend matching constituents by the email address unless the majority of your donors do not have one on file in RE NXT.

If match by Name and Address option chosen, we'll use fuzzy matching with weighted scoring to look for strings that approximately match a name and address pattern.


Campaign Mapping

Unfortunately due to the Blackbaud API limitation, it is not possible to create Campaigns dynamically in Raiser's Edge NXT. This means that you'll need to manually map which Fundraise Up campaign corresponds with the campaign in your Raiser's Edge NXT. 

 


Constituent Address Mapping

We map Fundraise Up data to Blackbaud data according to the following mapping table:

Raiser's Edge NXT Field 

Fundraise Up Mapping

address_lines

Address line 1 + Address line 2

city

City

country

Maps to Blackbaud Country ID 

do_not_mail

Always set false

end

postal_code

Postal Code

seasonal_end

seasonal_start

start

state

State or Region

suburb

type

Home

Constituent Email Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

address

Email Address

do_not_email

Set true if "Subscribe to mailing list"  option was used and submitted unchecked. Otherwise set false.

inactive

primary

type

Always set to "Personal Email"

Constituent Phone Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

do_not_call

inactive

number

Phone Number

primary

type

Always set to "Personal Cell"

Constituent Details Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

birthdate

deceased

deceased_date

first

First Name

former_name

gender

gives_anonymously

Set true if  donate anonymously option is enabled and checked by the donor, otherwise false

inactive

last

Last Name

lookup_id

Set to Fundraise Up Supporter ID

marital_status

middle

name

preferred_name

type

Always set to "Individual"

Gift Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

amount

Donation amount in home currency

batch_number

batch_prefix

"Fundraise Up"

constituency

date

Date and time of donation submitted

default_fundraiser_credits

default_soft_credits

fundraisers

gift_splits

gift_status

Always set to "Completed"  

type

Donation, RecurringGift or RecurringGiftPayment

is_anonymous

Set true if donate anonymously option is enabled and checked by the donor

lookup_id

Set to Fundraise Up Donation ID

origin

post_date

Donation date

post_status

 Always set to "NotPosted" 

reference

soft_credits

subtype

Gift Acknowledgement Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

date

Date of email sent

letter

status

ACKNOWLEDGED if thank you email has been sent or NEEDSACKNOWLEDGEMENT if not

Gift Payment Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

account_token

bbps_configuration_id

bbps_transaction_id

check_date

check_number

checkout_transaction_id

Set to Stripe or PayPal Transaction ID

charge_transaction

False

payment_method

CreditCard, DirectDebit, PayPal, or Other

reason

Always set to "Approved"  

reference

reference_date

rejection_details

 

Gift Receipt Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

amount

Receipt amount in home currency

date

status

RECEIPTED if the receipt has been sent or NEEDSRECEIPT if not

Recurring Gift Schedule Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

end_date

frequency

WEEKLY, MONTHLY, QUARTERLY, or ANNUALLY

start_date

Date of the first installment

status

Active

Gift Split Mapping

Raiser's Edge NXT Field 

Fundraise Up Mapping

amount

Donation amount in home currency

appeal_id

Optionally map to appeal 

campaign_id

Optionally map to appeal

fund_id

Maps to fund

package_id

 


Gift Mapping with Multiple Currencies

All transactions are written to Raiser's Edge NXT in your Fundraise Up base currency (this is determined by and same as your Stripe account base currency).  Unfortunately, Raiser's Edge NXT accounts only support single currencies, typically (there may be an upgrade path available).

This means that if you received a €100 EURO donation in Fundraise Up, it will be recorded to Raiser's Edge NXT as about $120 USD (something like $119.87, depending on the market exchange rate at the moment of the transaction ) since your base currency is USD.