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Understand the Raiser's Edge NXT Integration Onboarding Process

In this article, we explain the steps to get setup with our Raiser's Edge NXT integration.

In order to successfully use the Raiser's Edge NXT integration, our team will book an onboarding meeting to walk you through how the integration works and get everything set up together.

Before we dig in, here are some things you need to know about this integration. 
  1. We will never change or delete your data in RE NXT. The integration only adds more information or creates a new constituent if one does not already exist in your account
  2. We err on the side of caution: if we are not entirely sure that this match is correct, we’ll make a new constituent, instead of assuming the data is correct and incorrectly matching it to the wrong constituent) 

Your Integration Journey

1. Pre-Meeting Prep: Admin Access

Before your onboarding call, please ensure the person connecting Trellis to your Raiser's Edge NXT account is set up with the right permissions.

In RE NXT, under User Management > Manage Roles, please ensure the user is:

  • An Organization Admin
  • A Solution Admin
    • This is should include the Extensibility role
  • In the group Supervisor users under Security Group

Once confirmed, they can log into Trellis and initiate the connection to RE NXT. This ensures we are ready to dive into the settings immediately during our meeting.

2. Onboarding & Configuration Meeting

You will meet with your Account Manager to tailor the integration to your specific goals. In this meeting, we will:

  • Understand Your Fundraiser: Discuss your upcoming event, timelines, and how you plan to use RE NXT to support donor management and tax receipting.

  • Configure Your Settings: We will walk through all setup features together, advising on the best settings based on your organization’s unique workflows.

3. Test Sync Transactions

Before turning on full automation, we perform a manual validation to ensure your data lands exactly where it should.

  • Manual Sync: We will select 1–5 existing transactions already processed on Trellis and manually sync them into RE NXT.

  • Data Validation: We will follow these donors through both systems to verify that all data is correctly uploaded and that your settings are preventing unnecessary duplicates.

If anything needs adjusting, we will work on tweaking your settings together and test syncing a few more transactions.

4. Enable Auto-Sync

Once you are satisfied with the test results, you can enable Auto-Sync. From this point forward, every transaction on Trellis will automatically update or create a constituent record in RE NXT in real-time.

Ongoing Support

Your Account Manager remains your primary point of contact. Following your first fundraiser using the integration, we’ll host a follow-up meeting to review your experience and ensure everything is running smoothly.