How to Set Up Your Raiser's Edge General Integration Settings

In this article, we’ll guide you through setting up the General Settings for the Raiser’s Edge integration.

1. Go to the Main Dashboard
2. Select Integrations from the menu on the left-hand side and choose Blackbaud
3. Click Settings
4. Navigate to General Integration Settings
   1. In this section, you can enable the Auto-sync checkouts feature. To activate the integration and sync transactions, you must turn on auto-sync. Once enabled, every transaction made on Trellis will automatically appear in your Raiser’s Edge account.
5. Enable Auto-sync checkouts
6. Next, choose when you'd like your transactions to sync in Raiser's Edge, either Checkout Date or Payout Date.
   1. These settings will also impact how the GL Post Date appears in Raiser's Edge.
   2. The Checkout Date will set the GL Post Date as the estimated payout date while the Payout Date will set the GL Post Date as the estimated arrival date.
   3. To learn more about Payout Schedules on Trellis, click here. 
7. Click Save

If you want to customize a specific fundraising page settings, click here to learn how.