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How to Configure Raiser's Edge Integration Settings for a Specific Fundraiser

Learn how to override default integration settings to set different behaviour for a specific fundraiser.

  1. Go to the Main Dashboard
  2. Choose your fundraiser, and click Edit
  3. Open the Settings on the left-hand side, and find Integrations 
  4. Choose the specific Setting type you’d like to customize
  5. Toggle on Override Defaults

By overriding defaults, any changes you make will only apply to this specific fundraiser, and any changes you make to your default integration settings in the dashboard will not affect this fundraiser.

To learn more about the settings for Raiser’s Edge integration click below: 


Need help?

Reach out to our Product Engagement Team via the blue chat icon in the dashboard or email support@trellis.org and we'd be happy to help.