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 when data syncs:
  • New donation has been received and confirmed. This means 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.

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 "Posted"  

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 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.