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Understanding Constituent ID and System Record ID in Raiser's Edge NXT

Trellis uses System Record ID to uniquely identify constituents.

Constituent ID

  • The Constituent ID (also sometimes called a "Lookup ID") is created automatically when a new constituent is created.
  • Since it can be edited in Raiser's Edge NXT, it is not a reliable way for Trellis to identify constituent records.
  • In RE NXT, the Constituent ID appears under Constituent Summary.

System Record ID

  • The System Record ID is a unique ID for constituents.
  • It cannot be edited in Raiser's Edge NXT, so it is reliable for Trellis to identify records.
  • To find the System Record ID, go to the Constituent Summary tile and click View constituent properties.




Frequently Asked Questions

How is System Record ID used for the integration?

We use the System Record ID whenever we need to refer to a specific constituent record. This is most commonly used in the All Transactions table where the sync status appears.

Can we use Constituent ID instead for the integration?

Generally no, as Constituent ID can be changed in RE NXT, and is therefore not reliable for us to connect to.

The integration matched to the wrong constituent. Can we give you the System Record ID and you update the connection on your end?

No, this is not possible at this time, but something we may consider for future improvements.