How the Integration Works
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      How to Check Raiser's Edge Activity with the Audit Log

      This article explains how to export the Raiser's Edge Audit Log. This Log allows you to see which constituents matched, how gifts synced, and how data flows into Events on Raiser's Edge.

      How to Export the Raiser's Edge Audit Log

      1. Login to your Trellis account. 
      2. Go to the Main Dashboard, and click Integrations on the left side panel. Then select Blackbaud. 
      3. Next to Settings, select Audit Log. 
      4. Customize your Audit Log through the options in the pop-up dialogue.
        1. You can filter by fundraiser, or leave it blank to pull all fundraiser data. 

      Screenshot 2025-01-22 at 6.12.08 PM

      Understanding the Raiser's Edge Audit Log

      The Raiser's Edge audit log is broken down into the three main sync processes that happen with the integration:

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

      (For more on these three processes, check out this article).

      Constituent Match Sheet

      This spreadsheet shows you every time our system attempted to match a person on Trellis with a constituent in your Raiser's Edge Database. This is triggered by:

      • Someone making a purchase on Trellis
      • A ticket holder being assigned / reassigned to an attendee
      • A purchase being moved from a Company to an Individual and vice versa
      • An attendee bulk upload (if configured)
      • Free checkouts (if configured)
      • Auction bidders (if configured)

      This sheet will show you the following information:

      1. Date of Sync: This is when the information synced to Raiser's Edge. This could be payout date depending on your integration settings.
      2. Sync Trigger: This is what triggered the sync.
      3. Date of Trigger: This is the date of the trigger, such as the checkout, or when the ticket holder was reassigned.
      4. Fundraiser ID and Name: The fundraiser where the activity happened.
      5. CheckoutID: The unique Trellis identifier for the checkout.
      6. Trellis Supporter Name: The name that was entered into Trellis.
      7. Trellis Supporter Email: The email that was entered into Trellis.
      8. Constituent Name: The name of the Raiser's Edge constituent that was either Matched or Created.
      9. System Record ID: This is the Raiser's Edge unique identifier for that constituent. It is not "constituent ID" as that can be edited and therefore not unique.
      10. Match Status: This is whether the system matched with an existing constituent or created a new one.
      11. Email, Phone, Address: This is any contact information that was added to the constituent during the sync.

      Please Note:

      At this time, the Constituent Match sheet only shows individual constituents, not company purchases synced to organization constituents.

       

      Gift Sync

      The gift sync sheet shows you every time a gift syncs into Raiser's Edge, and who it syncs to. 

      This sheet will show you the following information:

      1. Date of Sync: This is when the information synced to Raiser's Edge. This could be payout date depending on your integration settings.
      2. Sync Trigger: This is what triggered the sync.
      3. Date of Trigger: This is the date of the trigger, such as the checkout, or when the ticket holder was reassigned.
      4. Fundraiser ID and Name: The fundraiser where the activity happened.
      5. CheckoutID: The unique Trellis identifier for the checkout.
      6. Trellis Supporter Name: The name that was entered into Trellis.
      7. Trellis Supporter Email: The email that was entered into Trellis.
      8. Constituent Name: The name of the Raiser's Edge constituent that was either Matched or Created.
      9. System Record ID: This is the Raiser's Edge unique identifier for that constituent. It is not "constituent ID" as that can be edited and therefore not unique.
      10. Purchasable Type: The type of fundraising driver purchased on Trellis (Event Tickets, Donation, Auction Item, Raffle Ticket, etc)
      11. Purchasable Name: The name of the thing the person purchased.
      12. Gift ID: The unique Raiser's Edge identifier for the gift that synced.
      13. Gift Amount: The amount of the gift that synced into Raiser's Edge.
      14. Gift Type: The gift type, as configured in your Raiser's Edge settings.
      15. Gift Date: The date added to the gift. This should always be the date of the purchase.
      16. Receipt Amount: Any tax receipted amount on the checkout.
      17. Receipt Status: Whether the gift was receipted on Trellis or needs a receipt.
      18. Fund: The Fund set for this specific line item.
      19. Campaign: The Campaign set for this specific line item.
      20. Appeal: The Appeal set for this specific line item.
      21. Package: The Package set for this specific line item.

      Events Module Participants

      This sheet refers to any Raiser's Edge Event you have connected to your Trellis fundraiser. Trellis will sync attendee data into Raiser's Edge as Event Participants.

      This sheet will show you the following information:

      1. Sync Trigger: This is what triggered the sync, such as an attendee created or an attendee reassigned.
      2. Date of Trigger: This is the date of the trigger, such as when the ticket holder was reassigned.
      3. Fundraiser ID and Name: The fundraiser where the activity happened.
      4. Event Name: This is the name of the connected event in Raiser's Edge.
      5. CheckoutID: The unique Trellis identifier for the checkout.
      6. Trellis Supporter Name: The name that was entered into Trellis.
      7. Participant ID: This is the unique identifier for the Participant record created in Raiser's Edge. (Note: Participants must be linked to a constituent, or are left as Guest of [Host Name])
      8. Constituent Name: The name of the Raiser's Edge constituent that was either Matched or Created.
      9. System Record ID: This is the Raiser's Edge unique identifier for that constituent. It is not "constituent ID" as that can be edited and therefore not unique.
      10. Status: This is the status added to the participant in Raiser's Edge. It is always "Attending" from Trellis as we do not have an RSVP system to say "Declined".
      11. Checked-In: This will indicate whether the attendee was checked-in when using our Check-In Tool.
      12. Notes: These are any notes that are on the attendee.
      13. Custom Field: The remaining columns are for any ticket holder custom fields on Trellis that get synced as Participant Options into Raiser's Edge.

      For more on how our integration works with the Events module in Raiser's Edge, check out these articles:

      Frequently Asked Questions

      Why does a checkout appear on the Constituent Match sheet but not the Gift Sync sheet?

      This usually indicates that there was an error when trying to sync the transaction that caused the gift to fail to sync. Since the sync happens in three phases, it starts by syncing the constituent, which is successful, but then fails to sync the gift. If it fails to sync the gift, it cannot sync Event Module Participants.

      The most common reason why gifts fail to sync is because:

      • Fund is missing from Campaign, Fund, Appeal and Package settings
      • The Appeal/Package combination is invalid
      • The gift date is outside of the start/end date for Fund, Campaign, Appeal or Package

       

      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.