Raiser's Edge NXT

Raiser's Edge NXT is a cloud-based fundraising and donor management software solution built specifically for nonprofits. Raisely provides an integration with Raiser's Edge NXT to provide campaign data across platforms.

NOTE: A Raisely Pro subscription is required in order to use the integration.

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Setting Up Integration

Understanding the Data Integration

Setting Up Integration

The integration is available through Blackbaud's Marketplace. To get the integration setup, simply:

1

From your Home screen in Raiser's Edge NXT, select  Menu (top left) > Marketplace

2

Search the Marketplace for 'Raisely' and select 'Install'

3

Back on the Home screen, under 'Tasks' select Raisely Integration Settings. This link can also be found within the Raisely Box within individual constituents.

4

Within the Overview section, select Connect alongside Raisely Connect Status. You will then be asked to enter the Raisely API which can be found within Raisely's campaign settings under API's & Webhooks

5

Next select Connect alongside RE NXT Connect Status, and Authorise connection. Note - only Organisation Admins in Raiser's Edge NXT can authorise this connection.

6

You will need to configure the Constituent and Gift Default settings. Select the Tabs to view and map your field settings. 

7

Within Field Settings, you can map Donor, Fundraiser, and Donation fields between Raisely and Raiser's Edge NXT

8

When ready, in your Overview Settings, you can now view the Raisely Campaigns available to integrate. To enable campaign integration turn Status  switcher to Integration On. You also have the option of changing constituent and gift field settings per-campaign.

9

Now you can view constituents Profile and Donation records from Raisely directly in Raiser's Edge NXT. Against each Profile or Donation you can also find a shortcut link that will take you directly to that account within Raisely to view.

Understanding the Data Integration

The integration with Raiser's Edge NXT enables you to view an individuals Profile and Donation data within their constituent records. Since you may have uniquely named fields within Raiser's Edge NXT that differ from your custom fields within Raisely, mapping the Raisely fields to their corresponding one in Raiser's Edge NXT can be done in the Integration.

The integration will automatically add new constituents for both donors and fundraisers, with de-duping based on name and email address.

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