Congratulations! You have made it to the Easter egg round!
In this BONUS lesson, you will learn how to ensure your CRM Event Data transfers over to your Blackbaud account. We will be answering commonly asked questions about how and what Event.Gives data transfers to Raiser's Edge NXT.
- How do you connect your Raiser's Edge NXT account?
- What information is transferred over from Event.Gives to Blackbaud?
- How do you link the constituents?
- Can you Bulk transfer the Linked Constitutions?
How do you connect your Raiser's Edge NXT account?
To purchase Raiser's Edge NXT access to your event, you will click on the orange "Buy Add-Ons" button on the 'Event Settings' tab on your manager portal.
Once you've purchased the Add-On, the 'Raisers Edge NXT' blue button will become active on your 'Event Settings' tab and you can begin the connection process.
If you would like to see the step-by-step instructions on how to connect your Raiser's Edge NXT account, please follow this support article! How to Connect a Raiser's Edge NXT Account to your Event!
What information is transferred over from Event.Gives to Blackbaud?
Once your account is connected, you will have access to creating/syncing constituents, storing notes on constituents, and pushing over gifts to constituent records in the form of an appeal, fund, or campaign.
In return, RE-NXT will display that constituent's lifetime giving, wealth rating, and donor type. Once synced, you can push event transactions as gifts to your RENXT constituent database.
How do you link the constituents?
Now that we have our account connected and know what information transfers over to the account, let's get into the linking process.
All of the Raiser's Edge features are located in the 'Attendees' tab! Please follow this support article if you would like to see the step-by-step instructions on how to link your constituents!
Can you Bulk transfer the Linked Constitutions?
One of the most common misconceptions with the information transfer is the ability to bulk upload your Event data to Raiser's Edge! You can not bulk upload the linked constituents' data into Raiser's Edge. Linking each constituent is an individual process!
We can't bulk import because the system struggles to recognize who goes where in your Raiser's Edge account. It's best practice for the EO to control where donor information goes!
Please reach out to any Event.Gives team member for assistance or additional information about how we link with Blackbaud!