How to Connect your Raiser’s Edge and Trellis Accounts

To integrate Raiser’s Edge and Trellis, you'll need to complete the following steps. This integration is designed to assist your organization in saving time, gaining easy access to donor data, and identifying potential new donors.

How to Connect Your Raiser’s Edge Account:

1. Log in to your Trellis account.
2. On the Main Dashboard, find and click on Integrations on the left-hand side and then Blackbaud. If you can't locate this option, don't worry – just contact the Trellis support team through the blue chat icon, and they'll enable it for you.
3. Under Blackbaud Integration Settings, click on Connect.
4. Clicking Connect will prompt you to authorize your account through Blackbaud. Follow the steps as indicated. 

Encountering an Error? No Problem!

If you encounter the following error while trying to connect your accounts, follow these steps:

1. Open and log in to your Blackbaud Raiser’s Edge account.
2. Go to the Settings tab, then select Environments.
   
3. Choose the menu button (…) for the environment to which you want to add an admin, and then click Invite environment admin.
4. Enter the First Name, Last Name, and email address of the new admin. Click Send Invite.
5. The new Environment Admin will receive an email invitation that must be accepted to complete the process.
6. Once accepted, the new admin's name will appear when you click on the Environment Admins hyperlink under the environment.
   1. For additional help with these steps, click the article here. 
      
      
7. After completing these steps in Raiser’s Edge, return to your Trellis account and retry the connection steps.

Still Not Working? Let's Try One More Way! 

If after completing the steps to change your access to an Environment Admin, you are still not able to connect Trellis and Raiser's Edge, please follow the steps below. 

1. Open the Trellis Blackbaud Marketplace listing here. 
2. Click Get Started on the left side.
   
3. Follow the prompts to connect the two platforms. 
   
   

This connection is vital to kickstart the integration process, enabling your organization to save time and effortlessly access your donor data.