How to Set Up Organization Constituents Settings

If a company makes a purchase on Trellis, our integration will:

1. Search for an existing constituent for both the individual and company on the purchase; if none are found, it will create a new constituents
2. Create a relationship between the individual and organization constituent, if one does not already exist
3. Sync the gift to the organization constituent
4. If enabled, soft credit the individual constituent for the gift

This allows you to easily keep track of gifts in Raiser's Edge NXT and track down purchases based on information in Trellis.

How to Set Up Organization Constituent Settings

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Where to Find Organization Constituent Settings

Default Settings:

1. Go to the Main Dashboard
2. From the menu, select Integrations > Blackbaud
3. Click Settings
4. Navigate to Organization Constituent Match 

Fundraiser Settings:

1. Go to the Fundraiser Builder
2. In the menu, under Admin, select Integrations
3. Navigate to Organization Constituent Match 

 

Match Criteria

Primary Match Criteria are used first to find an existing organization constituent in your database.

Secondary Match Criteria are only used when there are multiple constituents that match the Primary Match Criteria. 

1. Click Add New Primary Criteria to add new criteria
   
   1. Note: Organization Name is required by Raiser's Edge NXT to be used as a Primary Match criterion. 
2. Set your Secondary Match Criteria by clicking Add New Secondary Criteria
3. Under Match Type, choose one of the following:
   1. Exact - The spelling must be correct
   2. Close - Up to two characters can be incorrect
   3. Flexible - Up to three characters can be incorrect

 

Organization Constituent Code

When a new constituent is added, select the constituent code to associate with the organization from the drop-down list of your existing codes from Raiser’s Edge NXT.

1. Search for the appropriate Organization Constituent Code for new constituents
2. Select Set start date as date of creation if you want the creation date to be recorded in Raiser’s Edge

 

Default Contact Information Type 

When new contact information is provided for an existing constituent, Trellis will not override or delete any current information. Instead, additional contact details will be added. In this section, you can select titles for the new default information used.

1. Click the drop-down selector to choose the new Default Address Type you want to use when constituents sync.

Individual and Organization Relationship 

In this section, configure the relationship between the Individual and the Organization constituents. The individual will be soft credited for the purchase. 

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If you notice duplicates or errors in constituent records, you can adjust the settings here to resolve those issues.

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