--- title: Overview of the Raiser's Edge NXT Integration on Trellis description: This article is a great place to start if you are new to the Raiser's Edge Integration and want a high level overview of how it works. --- [Skip to content](https://help.trellis.org/overview-of-the-raisers-edge-integration-on-trellis#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en) 3. [Integration Set Up](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#integration-set-up) # Overview of the Raiser's Edge NXT Integration on Trellis ## This article is a great place to start if you are new to the Raiser's Edge Integration and want a high level overview of how it works. The Raiser's Edge integration on Trellis is designed to streamline your workflow by automatically syncing transaction data from Trellis into Raiser's Edge. The integration process consists of three main parts: 1. Constituent Matching 2. Gift Syncing 3. Event Participant Syncing ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jan-10-2026-08-08-39-1148-PM.png?width=670&height=278&name=image-png-Jan-10-2026-08-08-39-1148-PM.png) Read on for more about each step in the process. ### **1. Constituent Matching** The first step in the sync process is matching constituents. Using the contact information provided on Trellis, the integration attempts to find an existing constituent in Raiser's Edge. If a match is not found, it will create a new one. This process works for both individuals and companies/organizations. You have the flexibility to configure how the constituent match process operates, ensuring it aligns with your organization's preferences and existing Raiser's Edge setup. The integration will never delete or override existing constituent data – it will only ever add new constituents or contact information. For more on setting up constituent match, check out these articles: 1. [How the Raiser's Edge Integration Matches Constituents](https://help.trellis.org/how-the-raisers-edge-integration-matches-constituents?hsLang=en) 2. [How to Set Up Raiser's Edge Individual Constituent Settings](https://help.trellis.org/how-to-set-up-raisers-edge-individual-constituents-settings?hsLang=en) 3. [How to Set up Raiser’s Edge Organization Constituents Settings](https://help.trellis.org/how-to-set-up-raisers-edge-organization-constituents-settings?hsLang=en) 4. [How to Set up Raiser’s Edge Advanced Constituents Settings](https://help.trellis.org/how-to-set-up-raisers-edge-advanced-constituents-settings?hsLang=en) If the constituent match process is successful, the integration moves on to the gift sync step.  ### **2. Gift Syncing** Once a constituent is identified or created, the next step is syncing gifts. Transaction data from Trellis is used to create gifts on the constituent record in Raiser's Edge. This step includes additional settings to ensure that the gifts appear as expected. For example, you can: - Configure how multiple quantities of the same purchasable are handled (e.g., syncing as one gift or separate gifts). - Specify how gift types, subtypes, funds, and campaigns are assigned. These options give you control over how donation and transaction data are recorded. For more on the gift sync process, check out these articles: 1. [How to Set up Raiser’s Edge Gift Sync Settings](https://help.trellis.org/how-to-set-up-raisers-edge-gift-sync-settings?hsLang=en) 2. [How to Sync Donor-Covered Fees into Raiser's Edge](https://help.trellis.org/how-to-sync-donor-covered-fees-into-raisers-edge?hsLang=en) 3. [How "Do Not Sync as Gift" Works for the Raiser's Edge Integration](https://help.trellis.org/internal-how-do-not-sync-as-gift-works-for-the-raisers-edge-integration?hsLang=en) 4. [How to Move a Raiser's Edge Gift from an Organization to an Individual Constituent](https://help.trellis.org/how-to-move-a-raisers-edge-gift-from-an-organization-to-an-individual?hsLang=en) 5. [How to Reconcile Your Fundraiser Results with Raiser’s Edge Gifts](https://help.trellis.org/how-to-reconcile-your-fundraiser-results-between-trellis-and-raisers-edge?hsLang=en) ### **3. Event Participant Syncing** The final step in the integration process is syncing event participants into the Raiser's Edge Events module. Ticket holders assigned in Trellis will sync as participants in Raiser's Edge. This process uses the same system as the constituent match process and allows you to track: - Which constituents attended your event. - The fees and payments the purchaser made. For more on how the integration works with the Events module in Raiser's Edge, check out these articles: 1. [How our Raiser's Edge Integration Works with the Events Module](https://help.trellis.org/how-our-re-integration-works-with-the-events-module?hsLang=en) 2. [How to Set Your Events Module Settings for a Specific Fundraiser](https://help.trellis.org/how-to-set-your-events-module-settings-for-a-specific-fundraiser?hsLang=en) 3. [How to Include Fees and Payments on the Events Module with the Raiser's Edge Integration](https://help.trellis.org/how-to-include-participant-fees-on-the-events-module-with-the-raisers-edge-integration?hsLang=en) ### **Benefits of the Integration** - **Time-Saving:** Automates data entry, reducing the administrative burden. - **Accuracy:** Minimizes the risk of errors from manual input. - **Efficiency:** Keeps your Raiser's Edge database up to date with no extra effort. This integration simplifies the management of transactions, gifts, and event participants, allowing you to focus more on engaging donors and running successful events. **Please Note:** The integration is a one-way sync, meaning changes in Raiser's Edge do not flow back into Trellis. --- Still have questions about the integration? Feel free to reach out to support@trellis.org and we'd be happy to help. - [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en#main-content) - [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) - [Understanding Fees](https://help.trellis.org/admin-reporting?hsLang=en#understanding-fees) - [Understanding British Columbia Provincial Sales Tax](https://help.trellis.org/admin-reporting?hsLang=en#understanding-british-columbia-provincial-sales-tax) - [Reports & Exports](https://help.trellis.org/admin-reporting?hsLang=en#reports-exports) - [Troubleshooting](https://help.trellis.org/admin-reporting?hsLang=en#troubleshooting) - [Set Up and Manage Your Banking](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#main-content) - [Add Your Banking Details](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#add-your-banking-details) - [Understanding Your Payouts](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#understanding-your-payouts) - [Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#main-content) - [Set Up Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#set-up-your-tax-receipts) - [Manage Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#manage-your-tax-receipts) - [Build and Design Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#main-content) - [Build Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#build-your-fundraiser) - [Fundraiser Settings](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#fundraiser-settings) - [Manage Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#manage-your-fundraiser) - [Live Event Views](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#live-event-views) - [Messaging & Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#main-content) - [Automated Messages](https://help.trellis.org/messaging-campaigns?hsLang=en#automated-messages) - [Creating Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#creating-messaging-campaigns) - [Manage Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#manage-your-messaging-campaigns) - [Analyze Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#analyze-your-messaging-campaigns) - [Donor Experience](https://help.trellis.org/messaging-campaigns?hsLang=en#donor-experience) - [Event Ticketing](https://help.trellis.org/event-ticketing?hsLang=en#main-content) - [Set Up Your Event Tickets](https://help.trellis.org/event-ticketing?hsLang=en#set-up-your-event-tickets) - [Manage Your Attendees](https://help.trellis.org/event-ticketing?hsLang=en#manage-your-attendees) - [Post-Event Management](https://help.trellis.org/event-ticketing?hsLang=en#post-event-management) - [Donor Experience](https://help.trellis.org/event-ticketing?hsLang=en#donor-experience) - [Sponsorships](https://help.trellis.org/sponsorships?hsLang=en) - [Silent & Live Auctions](https://help.trellis.org/silent-live-auctions?hsLang=en#main-content) - [Set Up Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#set-up-your-auction) - [Manage Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#manage-your-auction) - [Auction Close](https://help.trellis.org/silent-live-auctions?hsLang=en#auction-close) - [Donor Experience](https://help.trellis.org/silent-live-auctions?hsLang=en#donor-experience) - [Donations](https://help.trellis.org/donations?hsLang=en#main-content) - [Set Up Your Donations](https://help.trellis.org/donations?hsLang=en#set-up-your-donations) - [Donor Experience](https://help.trellis.org/donations?hsLang=en#donor-experience) - [Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#main-content) - [Set Up Your Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#set-up-your-items-for-sale) - [Raffles & 50/50](https://help.trellis.org/raffles-50-50?hsLang=en#main-content) - [How to Run a Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#how-to-run-a-raffle) - [Running a Raffle in the USA](https://help.trellis.org/raffles-50-50?hsLang=en#running-a-raffle-in-the-usa) - [Managing Your Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#managing-your-raffle) - [Draw Winner & Reporting](https://help.trellis.org/raffles-50-50?hsLang=en#draw-winner-reporting) - [Donor Experience](https://help.trellis.org/raffles-50-50?hsLang=en#donor-experience) - [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#main-content) - [Integration Set Up](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#integration-set-up) - [How the Integration Works](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#how-the-integration-works) - [Constituent Matching](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#constituent-matching) - [Gift Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#gift-sync) - [Event Participation Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#event-participation-sync) - [Sales Entry System (SES)](https://help.trellis.org/sales-entry-system-ses?hsLang=en) - [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#main-content) - [Introduction to the Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#introduction-to-the-check-in-tool) - [Managing Attendees](https://help.trellis.org/check-in-tool?hsLang=en#managing-attendees) - [Event Day](https://help.trellis.org/check-in-tool?hsLang=en#event-day) - [Post-Event Management](https://help.trellis.org/check-in-tool?hsLang=en#post-event-management) - [Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#main-content) - [Set Up Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#set-up-your-fund-a-need) - [Manage Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#manage-your-fund-a-need) - [Manage Pledges Post-Event](https://help.trellis.org/fund-a-need?hsLang=en#manage-pledges-post-event) - [Security, Privacy & Technology](https://help.trellis.org/security-privacy-technology?hsLang=en) - [New Features!](https://help.trellis.org/new-features?hsLang=en) - [Resources for a Successful Fundraiser](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#main-content) - [Pre-Event Planning](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#pre-event-planning) - [Trellis Feature Spotlight](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#trellis-feature-spotlight) - [Support Resources for Donors](https://help.trellis.org/support-resources-for-donors?hsLang=en#main-content) - [Getting Started](https://help.trellis.org/support-resources-for-donors?hsLang=en#getting-started) - [Checkouts](https://help.trellis.org/support-resources-for-donors?hsLang=en#checkouts) - [Participating in an Auction](https://help.trellis.org/support-resources-for-donors?hsLang=en#participating-in-an-auction) [![Chill listening crop-3](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-LightGreenLeaf-01.jpg?width=117&height=55&name=Trellis-MainLogo-LightGreenLeaf-01.jpg "Chill listening crop-3")](https://trellis.org) Copyright © 2026, Trellis Social Enterprise