Funraise's native Raiser's Edge NXT integration syncs Transaction
and Supporter
data in real-time. This integration will replace our legacy Raiser's Edge integration (importacular).
Connect Raiser's Edge NXT
In Raisers Edge
Install the Funraise App using our App Id:
6559ad0f-63bc-4fb6-8077-8fe66d0648f2
This video shows how.
In Funraise
Access Settings > Integrations > Raiser's Edge > Edit
Click Connect with Raiser's Edge to open the OAuth flow and authenticate the integration
Select a Raiser's Edge Fund. Funraise Transactions will be assigned to this fund when synced with Raiser's Edge.
(Beta) Optional: Map additional transaction fields (described below)
Click Save
Test the integration
To test the Raiser's Edge integration, we recommend creating a new offline Transaction. After saving the Transaction in Funraise, you should see the new Gift and Constituent created in Raiser's Edge.
Data sync
Funraise syncs Supporter and Transaction data with Raiser's Edge NXT when a Transaction or Supporter record is created or updated. This sync is automatic and occurs in real-time. The following tables show the field mapping between Funraise and Raiser's Edge.
Funraise managed mapping
Some field mapping is managed by Funraise and can not be configured.
Transactions
Funraise Transactions are synced with Raiser's Edge NXT Gifts
.
Funraise | Raiser's Edge NXT |
Amount | Amount |
Recurring | Gift Type
If the Transaction is recurring, |
Date | Date |
Offline | Manual |
Anonymous | Anonymous |
Supporter | Constituent |
Soft Credit Supporter | Soft Credit Constituent |
Status | Status
If |
Subscriptions
Funraise Subscriptions are synced with Raiser's Edge NXT Gifts
ย with a Gift Type
of RecurringGift
.
Each recurring donation, generated by a Subscription in Funraise, will be synced with an RE Gift
with a Gift Type
of RecurringGiftPayment
and the Linked Gifts
field on each individual recurring gift record will show the ID of the RE Gift (Type = RecurringGift)
record that represents the Subscription.
Supporters
Funraise Supporters are synced with Raiser's Edge NXT Constituents
.
Funraise | Raiser's Edge NXT |
First Name | First Name |
Last Name | Last Name |
Preferred Name | Preferred Name |
Address, City, State, Zip, Country | Address, City, State, Zip, Country |
Phone | Phone |
Gender | Gender |
Supporter โ Constituent matching
When Funraise syncs Supporter data with Raiser's Edge, Funraise will attempt to find a matching Constituent in Raiser's Edge by matching on email address. If no matching Constituent is found, a new Constituent is created.
When a Constituent is created or matched in Raiser's Edge via the integration sync, the Constituent Id is captured and will be used to match subsequent syncs.
Custom Mapping
Transactions
You can optionally map the following Funraise transaction fields with custom gift fields in Raiser's Edge. To map these additional fields, find the Funraise field you'd like to map and then search for the appropriate Raiser's Edge field to map with.
Campaign Goal ID |
Campaign Page URL |
Comment |
Dedication Email |
Dedication Message |
Dedication Name |
Dedication Type |
Donation Boost Amount |
Donor Covered Fee Amount |
Donor Covered Fees |
Donor Covers Fees Eligible |
Form |
Gateway Transaction ID |
In-Kind Description |
Memo |
Note |
Platform Fee Amount |
Platform Fee Collected |
Platform Fee Percent |
Processing Fee Covered Amount |
Recurring Sequence |
Source URL |
Subscription ID |
Tags |
Transaction Name (sequential transaction number) |
UTM Campaign |
UTM Content |
UTM Medium |
UTM Source |
UTM Term |