Overview of the Raiser's Edge 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 with 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:

• Constituent Matching
• Gift Syncing
• Event Participant Syncing

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 from each transaction 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.

For more on setting up constituent match, check out these articles:

1. How the Raiser's Edge Integration Matches Constituents
2. How to Set Up Raiser's Edge Individual Constituent Settings
3. How to Set up Raiser’s Edge Organization Constituents Settings
4. How to Set up Raiser’s Edge Advanced Constituents Settings

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, 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
2. How to Sync Donor-Covered Fees into Raiser's Edge
3. How "Do Not Sync as Gift" Works for the Raiser's Edge Integration
4. How to Move a Raiser's Edge Gift from an Organization to an Individual Constituent
5. How to Reconcile Your Fundraiser Results with Raiser’s Edge Gifts

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
2. How to Set Your Events Module Settings for a Specific Fundraiser
3. How to Include Fees and Payments on the Events Module with the Raiser's Edge Integration

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.