Raiser's Edge NXT Integration
Learn all about our Raiser's Edge NXT integration and how to automatically sync Trellis data to your database.
Integration Set Up
- Overview of the Raiser's Edge NXT Integration on Trellis
- Understand the Raiser's Edge NXT Integration Onboarding Process
- How to Connect your Raiser’s Edge and Trellis Accounts
- How to Set Up Your Raiser's Edge General Integration Settings
- How to Configure Raiser's Edge Integration Settings for a Specific Fundraiser
How the Integration Works
Constituent Matching
Gift Sync
- 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 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 the Trellis Payout ID is Added to Raiser's Edge