Skip to content
English
Raise an urgent issue (out of office hours)
  • There are no suggestions because the search field is empty.

How to Connect your Raiser’s Edge and Trellis Accounts

Follow these steps to successfully connect your RE NXT environment to Trellis.

Before Diving In:

  1. The Raiser's Edge Integration is available for organizations on our Pro Plus or Enterprise plans.
  2. If that member's permissions changes (for example, they leave your organization) then the integration will stop working.
    1. The initial integration connection needs to be authorized by one member of your team that has all required permissions.

How to Connect Your Raiser’s Edge Account

  1. First, make sure the user setting up the integration has the right permissions in RE NXT. You must have all permissions. See more on how to set up permissions in RE NXT in the next section.
    1. Organization Admin
    2. Solution Admin
    3. Supervisor Users under Security Groups
    4. Extensibility Role
  2. From the Dashboard, go to Integrations > Blackbaud.

    1. If you don't see Integrations, reach out to support@trellis.org to ensure this feature is enabled for you.

  2. Under Blackbaud Integration Settings, click on Connect.

  3. Clicking Connect will prompt you to authorize your account through Blackbaud. Follow the steps as indicated, and ensure you select the right environment in Blackbaud.


  4. If this flow doesn't work for you, you may need to connect via Blackbaud' Marketplace. Instructions for how connect via Marketplace are towards the end of this article. 

How to Add the Right Permissions in Raiser's Edge NXT

In order for for our integration to have access to the right functionality in your database, the person authorizing Raiser's Edge NXT with Trellis must have the following permissions:

  1. Extensibility Role
  2. Organization Admin
  3. Solution Admin

  4. Supervisor Users under Security Groups

How to Set Up the Extensibility Role

  1. Within RE NXT, navigate to Security > Role Management > Raiser's Edge NXT Roles > Extensibility Roles
  2. If you do not already have an Extensibility Role, create a new role, titled "Trellis Integration"
  3. Ensure the role has "Full Access" to the NXT Data Integration API tasks
  4. Save the role.

Please Note:

If you already have an Extensibility Role set up with full NXT Data Integration API access, you do not need to set up another one specifically for Trellis. This role applies to your entire RE NXT environment.

How to Manage User Permissions

  1. Within RE NXT, navigate to Security > User Management > Security Roles.
  2. Find the user who is setting up the integration
  3. Click on the three dots to open the menu, then select Manage roles


  4. Make sure the user is an Organization Admin
  5. Under Raiser's Edge NXT, make sure the user is a Solution Admin

  6. Scroll to the bottom of the page to find Security Groups under Raiser's Edge NXT

  7. Make sure the security group Supervisor users is selected

  8. Save the user in Raiser's Edge NXT
  9. Now go to Security > Role Management
  10. You can now move forward with the connection in Trellis.

 

How to Disconnect and Reconnect the Integration

If the person who originally authorized the integration has left your organization, or if you accidentally selected the wrong environment during the connect flow, you can disconnect the integration and set it up again.

  1. From the Dashboard, go to Integrations > Blackbaud
  2. Click the 3 Dots to open the menu, then click Disconnect

  3. This will disconnect the integration, which stops all syncing immediately 
  4. Go through the connection steps again to reconnect to the integration
  5. Your integration settings from your first connection will be preserved

How to Connect Via Blackbaud Marketplace

If you have full permissions in RE NXT and are still not able to connect Trellis and Raiser's Edge, please follow the steps below. 

  1. Open the Trellis page on the Blackbaud Marketplace here. 
  2. Ensure you are logged in to your Blackbaud account, and have selected the right environment. 
  3. Click Connect on the left side of the page.
  4. Follow the prompts to connect the two platforms. 

Troubleshooting Permissions and Connections

If you are unable to fully connect or enable all features within the integration due to a permissions issue, here are some common causes we've seen to investigate:

  1. You have selected the wrong environment when setting up the connection.
  2. You have set up the right permissions, but in the wrong environment in RE NXT.
  3. You need to connect to Trellis via the Marketplace, especially if you have not connected to other 3rd party applications before.
  4. You have Blackbaud Merchant Services permissions in your environment, but not RE NXT permissions. 
  5. You need to create an Extensibility role under Role Management with NXT Data Integration API access. 

If you are still unable to make the connection, we recommend that you reach out to Blackbaud support to verify your permissions and access within RE NXT.

Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.