How to Include Fees and Payments on the Events Module with the Raiser's Edge Integration

The Events module Raiser's Edge integration allows event attendees to make purchases on Trellis that will appear as fees and payments in Raiser's Edge.

In the Events module in RE NXT, fees and payments correspond to amounts event participants owe and have paid related to the event.

Our integration allows you to set up Event Tickets and Items for Sale as fees on the event record. 

How to Set Up Fees and Payments

1. Go to Your Fundraiser's Integration Settings

   • From the Dashboard, click Edit on a fundraiser to open the Fundraiser Builder

   • Then on the left-hand side through Settings click Integrations

   • In the Integrations section, select Events Module 

2. Configure Event Module Settings:
   • Ensure you have an event connected in the Events Module settings
3. Connect Trellis Purchasables:
   • Choose which Trellis purchasables you want to connect
   • Note: Currently, you can only connect Event Tickets and Items for Sale to Fees

For more details about how to connect your Events in the Events Module, click here.

What Happens When Someone Purchases a Connected Purchasable:

• Automatic Fee Creation: A Fee will be automatically created for the Event.
• Participant Record Update: The Participant's record will display the Fee Name and Fee Amount.
• Payment Linking: A Payment will be linked to the Fee using the gift on the Constituent Record.*