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
- How to Request a Test Transaction Sync for Raiser's Edge NXT
- Overview of the Raiser's Edge NXT Integration on Trellis
- 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
- How to Troubleshoot and Resync a Failed RE NXT Transaction
- What our RE NXT Integration Covers
- Understanding Constituent ID and System Record ID in Raiser's Edge NXT
- How to Reconcile Your Fundraiser Results with Data in Raiser’s Edge NXT
- How to Check the Sync Status of a Transaction
- How to Check Raiser's Edge Activity with the Audit Log
Constituent Matching
Gift Sync
- How to Control Gift Syncing for Offline Transactions
- How to Submit a Raiser’s Edge NXT Support Request
- 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