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How to Sync Event Participants to Raiser's Edge NXT

In this article, we'll explain how you can use Raiser's Edge NXT Events and Trellis to streamline your event management and save time.

Overview of Events in Raiser's Edge NXT

The Events feature in RE NXT tracks event details like participants, RSVP status, fees, and payments.

Participant records show attendance, but cannot store contact details directly. To display a participant’s name, they must be linked to a constituent.

  • If linked, the participant’s name and contact info appear.

  • If not linked, the participant is shown as a “Guest of [Host Name]”.

Please note: Hosts cannot be non-constituents.

How to Sync Participant Records into RE NXT Events

  1. Ensure auto-sync is enabled
  2. In your fundraiser's Integration Settings, select an RE NXT event from the dropdown.

  3. Select if you would like any Event Tickets or Items for Sale to appear as fees in RE NXT.

  4. Make sure your Campaign, Fund, Appeal and Package settings are complete.
    1. Gifts cannot sync if Fund is missing.
  5. If you are running an event with free or complimentary tickets:
    1. Ensure Free Purchaser is selected under Advanced Constituent Sync


    2. If your entire event is free, and you do not want $0 gifts to appear on purchaser's gift history, select Do Not Sync as Gifts for Event Tickets under Gift Sync Settings.

How Will Synced Transactions Appear in RE NXT?

When an event ticket is assigned through Trellis, our integration conducts the three sync processes:

  1. Constituent Match
  2. Gift Sync
  3. Event Participant Sync

Assigned Tickets

When a ticket is Assigned in Trellis, this means the ticket has a First Name and Last Name, and a unique Email Address, and is therefore linked to an account on Trellis. Tickets can be assigned during checkout, from the purchaser's account, and from the Check-In Tool or Sales Entry System.

Once the ticket is assigned on Trellis, our integration:

  • Attempts to match the attendee to an existing constituent using your constituent match settings.

  • If a match is found, the participant is linked to that constituent.

  • If no match is found, Trellis will create a new constituent record to link to that participant.

Please note: Trellis prioritizes matching with a constituent over a non-constituent. We can only create non-constituents as a relationship to the Host.

Unassigned Tickets

If tickets are not assigned during checkout, the participants are still created in RE NXT but appears as a “Guest of [Host Name]” with no contact information.

If the ticket is assigned later, our integration will automatically follow the same steps as above to link the participant to a constituent.


Please Note: This only applies to individual tickets that are purchased.

Unassigned attendees as part of a grouped ticket (such as a Table of 10) cannot be synced as "Guest of [Host]". Those attendees will not appear in RE NXT as participants until they are assigned.

Frequently Asked Questions

Q: Who Becomes the Host of the party in RE NXT?

We made updates to this in May 2026!

  • The purchaser always becomes the Host in RE NXT. If the purchaser is not assigned a ticket, they are marked N/A under RSVP status.

  • This includes Company/Organizations who purchase event tickets.

Q: How are non-constituents created for guests?

We can only create non-constituents as a relationship to a full constituent. If we need to create non-constituents, they will be relationship records to the Host of the party in RE NXT.

Q: A company purchased a table but why don't I see any guests for the table in RE NXT?

For grouped tickets (table of 10, etc) we can only sync the attendees within the group once they are assigned, rather than "Guest of [Host Name]". Once the tickets are assigned, those participants will appear in RE NXT.

For this reason, it is best to use Trellis as your source of attendees leading up to the event, rather than RE NXT.

Q: Why is there an attendee in Trellis that isn't in RE NXT, and vice versa?

This is often because when the purchaser made their purchase, they assigned the ticket to someone, and then later reassigned the ticket to someone else. When they reassign the ticket, if they do not enter that person's email, then we do not initiate updating the event participant.

This is based on RE NXT best practices, where we do not sync constituent data on Full Name alone.

Q: We are entering in attendees via a bulk upload who already have gifts in RE NXT. How can we prevent gifts from syncing, but keep the event participant sync?

Unfortunately there is not a way to prevent just gifts from syncing during the bulk upload process.

If your bulk uploaded attendees are being uploaded using a complementary ticket, then the gifts that will be created will be $0 and won't impact your reporting in RE NXT.

Q: What happens if we know an attendee's name, but not their email?

If you do not have complete attendee information, we recommend you leave the email address field blank, rather than adding someone else's email, or a dummy email.

This ensures the name and email always match on an attendee, which prevents errors with account creation on Trellis and constituent matching with Raiser's Edge.

More on Partial Reassignments

Each time an attendee is updated in Trellis, the matching process restarts. This can lead to duplicate records if the updated contact info is incomplete or inconsistent.

Example:

  • John buys 4 tickets but doesn’t assign them at checkout.

  • Later, he assigns one ticket to Martin Smith, but keeps John's email on the ticket.

  • The integration then creates a constituent for Martin Smith with John’s email.

  • At the event, Martin provides his real email and the record is updated.

  • The match fails (because the emails are different) so the integration creates a second constituent for Martin.

To avoid duplicates, always collect complete contact information—especially names and emails—before updating attendee records.

Q: How are fees and payments handled on event participants?

If you want to learn more about how to show fees and payments in the Events, check out this article.

Q: How are custom fields handled for event participants?

We can sync the following custom fields on Trellis as participant options in RE NXT:

  1. Radio buttons, multiple choice, or open text
  2. Asked of event ticket purchasers or event ticket holders

The responses will appear when viewing the party in RE NXT.

If custom field responses are updated for attendees, those updated responses push to RE NXT.

Need Help?

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.