How to Edit Gift Sync Settings for the Raiser's Edge NXT Integration

When purchases are made on Trellis, these sync into Raiser's Edge NXT as gifts on constituent records. You can configure:

1. Whether fundraising drivers should sync as a gift
2. Gift type and subtype
3. How donor-covered fees sync
4. If gifts should be created when attendees are bulk uploaded
5. If multiple quantities should be grouped as a single gift, or split into separate gifts
6. If free purchases ($0) gifts should sync

Like most integration settings on Trellis, you can change these settings at the Organization level so it applies to all fundraisers, or override these settings on a specific fundraiser.

Gift Type and Subtype

1. Use the dropdown menus to select Gift Type and Subtype for each driver.

2. If you don't want a fundraising driver to sync into Raiser's Edge NXT, choose Do Not Sync as the gift type.
3. If your organization includes Donor-Covered Fees in tax receipts, you must sync donor covered fees to RE NXT.

Attendee Bulk Uploads

If you need to bulk upload attendees into Trellis, that creates offline transactions for each attendee so that tickets can be generated and attendees can be managed. While no credit cards are charged, this could result in revenue being added to Trellis, if you select a paid ticket type for the bulk upload. 

This setting allows you to determine how the integration should handle bulk uploads. Options:

1. Sync entire transaction:
   1. This syncs the constituent, gift, and event participation. 
   2. This is helpful for when the event ticket purchases are not yet in RE NXT.
2. Sync event participation, do not sync gifts
   1. This syncs the constituent and event participation, but not the gift.
   2. This is helpful for when the gifts are already in RE NXT, but not the event participants.
3. Do not sync transaction
   1. This does not sync anything to RE NXT from the bulk upload.
   2. This is helpful if the gifts and event participants are already in RE NXT, and you just need to add them to Trellis.

Grouping of Multiple Quantities  

You can choose to display multiple quantities of the same item as a single gift or individual gifts (ex. a table of 8 or multiple raffle tickets).

Sync Free Gifts

You can choose whether free purchases should sync as $0 gifts.

Free purchasers will always sync as constituents and event participants, even if you disable this toggle.

Spouse Match Settings

If two constituents are linked via a spouse relationship in RE NXT, you can choose how you want the gift to sync.

1. Always sync to the purchaser: this means that the gift will always sync to the purchasing spouse, even if that spouse is a non-constituent. The integration will convert the constituent in order to sync the gift.
2. Sync to purchaser, unless non-constituent: this will try to sync the gift to the purchasing spouse, unless that spouse is a non-constituent. Then it will sync the gift to the other spouse, so the non-constituent is not converted.
3. Always sync to the head of household: this will always sync the gift to the spouse marked as the head of household, regardless of who made the purchase.

In any case, the other spouse will be soft credited automatically if possible.

Frequently Asked Questions

Do we need to set up Free Purchaser under Advanced Constituent Sync?

We have changed how you configure whether free purchases sync to RE NXT. You no longer need to set Free Purchasers under Advanced Constituent Sync. Now Free Purchasers will always sync, so event participants always appear. You can control whether $0 gifts appear on their gift record via the Sync Free Gifts toggle.

We sold event tickets via RE NXT before using Trellis, and now need to do an attendee bulk upload. How should we set up our settings?

If you sold tickets via registration forms in RE NXT, event participants will already exist in RE NXT. Unfortunately Trellis cannot connect to existing event participants, so you will need to change your Attendee Bulk Upload setting to "Do not sync transaction" before doing the bulk upload.

If you leave the bulk upload setting so that the transaction or event participants still sync, you will see a number of errors on the transactions as we attempt to create duplicate event participants, which will be blocked by RE NXT. 

Can we configure gift type or subtype for specific event tickets or items?

No, not at this time. It is also not possible to disable gift sync for specific drivers.

Can we configure gift type or subtype for Fund-a-Need donations?

No not at this time, but this is something we are actively exploring for 2027.

Can we sync gifts into a batch instead of directly to the constituent record?

No, our integration is designed to save your team time and skip the manual review process of batching.