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Raiser's Edge Integration
Integration Set Up
- How to Connect your Raiser’s Edge and Trellis Accounts
- How to Set Up Your Raiser's Edge General Integration Settings
- How to Set up Individual Constituents Settings
- How to Set up Advanced Constituents Settings
- How to Set Up Organization Constituents Settings
- How to Edit Gift Sync Settings for the Raiser's Edge NXT Integration
- How to Set Your Raiser’s Edge Campaign, Fund, Appeal and Package Settings for a Specific Fundraiser
- How to Configure Events Module Settings
- How to Include Fees on Event Participation in Raiser's Edge NXT
- How to Configure Raiser's Edge Integration Settings for a Specific Fundraiser
How the Integration Works
- Overview of the Raiser's Edge Integration on Trellis
- Understand the Raiser's Edge Integration Onboarding Process
- How the Raiser's Edge Integration Matches Constituents
- How to Sync Event Participants to Raiser's Edge NXT
- Understanding Constituent ID and System Record ID in Raiser's Edge NXT
- How to Reconcile Your Fundraiser Results with Data in Raiser’s Edge
- How to Move a Gift from an Organization to an Individual Constituent
- How Tax Receipts Work with the Raiser's Edge Integration
- How to Sync Donor-Covered Fees into Raiser's Edge
- How to Check Raiser's Edge Activity with the Audit Log
- How the Trellis Payout ID is Added to Raiser's Edge