This article explains set up and mappings for Bloomerang Fundraising’s Raiser’s Edge NXT integration.

Click here to download a spreadsheet of information we send to Raiser’s Edge NXT by default during export, when applicable.

Click here to download a spreadsheet of additional fields in Bloomerang Fundraising you can map to Raiser’s Edge NXT.

Before you can add Raiser’s Edge NXT to your Bloomerang Fundraising account, you’ll need to connect the integration on the Blackbaud side.

Log in to your Blackbaud account and head to the Marketplace. Search for the "Qgiv" listing, and then click Get Started.

Once you’ve connected the Raiser’s Edge NXT integration in your Blackbaud account, head to your Bloomerang Fundraising account.

To set up the integration, click the Integrations icon along the left side of your screen.

Locate the Raiser's Edge NXT tile in the CRM section and click Connect.

Click Connect again.

You'll be asked to enter your Blackbaud login credentials. Once you've signed in, you'll be taken back to Bloomerang Fundraising.

You'll be taken to a screen where you can configure your settings.

Settings are organized into tabs along the left side of the page. You'll be prompted to Save after you make changes on a tab.

On the General tab, use the calendar to choose the Export Data Starting On date. If you'd like to export data from a date prior to the current date, you can set your calendar accordingly so historical transaction data will be exported.

The Export Data Ending On field lets users input a date to end exports from the integration. Leave this field blank if you want the integration to export indefinitely.

In the Frequency drop-down, choose Manual, Hourly, Daily, or Every 15 Minutes exports.

If you choose Daily exports, you’ll also be able to choose the time (Eastern) for the export to occur.

Beneath the Frequency drop-down is the Maximum Transactions field. This required field specifies the maximum number of transactions Bloomerang Fundraising will export to the integration at a single time. The default setting is to export a maximum of 100 transactions. You can adjust this number higher or lower, but the number field cannot be blank.

Also note that smaller limits provide a safer export, reducing the likelihood of export issues due to a service interruption.
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The next tab house the Export settings.

The Exclude Offline & Matching Donations toggle lets users exclude offline and matching donations from the exported data. The default setting is to include offline and matching donation data. If you choose to export offline and matching donations, please note that only verified transactions will be included.

The Exclude Facebook Donations toggle prevents the export of donations made through Facebook.

The Enable Fundraiser Assignments (soft credits) toggle enables Fundraiser Assignments, which are similar to soft credits in Bloomerang Fundraising’s other integrations. Check out this article to read more about using soft credits.

The Enable Tributes toggle enables mapping to tributes. Tributes are equivalent to dedications in the Bloomerang Fundraising system. To map Bloomerang Fundraising dedications tributes in Raiser’s Edge NXT, you’ll first need to set up some tributes in your instance of Raiser's Edge. Then, set up dedications in Bloomerang Fundraising with the same names as your tributes. When a Bloomerang Fundraising donation with a dedication exports to Raiser’s Edge, the integration will look for a tribute with a matching name. If it finds one, the dedication will be mapped to that tribute.

The Enable Recurring Support toggle exports Bloomerang Fundraising recurring gifts and pledge payments as Recurring Gifts and Recurring Gift Payments in Raiser's Edge. When disabled, recurring gifts are recorded in Raiser's Edge as one-time donations.

The Override Anonymous toggle overrides the anonymity settings on the Bloomerang Fundraising form and marks transactions as not anonymous / does not give anonymously. If the toggle is turned off, each transaction's anonymous field will be respected.

The Override Opt-in toggle tells the integration not to select "Do Not Mail/Email/Phone” or “Request no Email” on new constituent records. This setting ignores constituents’ responses to opt-in prompts, so we advise it be used with caution.

Beneath the Export settings toggles are some additional Raiser’s Edge NXT settings to configure.

The Receipt Status drop-down determines how to classify new gifts with regard to receipts. Your options are Needs receipt, Do not receipt, and Receipted.

The Post Status drop-down sets the posting status for new gifts. Your options are Post to ledger (not posted), Do not post, and Already posted.

Use the Constituent Code drop-down to apply a constituent code to transactions upon export. Constituent codes are for identifying constituents' connections with your organization.

The Addressee Name Format and Salutation Name Format drop-downs determine how constituents' names appear in your communications with them. You have lots of options in these drop-downs and can opt to designate them as Unmapped.

Finally, you can set the integration’s matching logic using the Individual Constituent Matching Logic and Company Constituent Matching Logic drop-down menus.

The options here determine how the integration will identify existing records in the CRM to import Bloomerang Fundraising information to if they're already in the database.

Using the "Last Name" options, the matching logic can match records by household, so if two people with the same last name, street address, and zip code donate, the integration can apply the gift to an existing record without creating a new record.

For example, Robert Smith can donate as "Mr. and Mrs. Smith" or Jane Smith, who lives at Robert Smith's address, can make a donation and the matching logic will apply the gift to Robert Smith's record in the database.

To override the default address, phone, or email types for individual and company contributions, activate the toggles and then select your preferred types from the drop-down menus.

The Import Acknowledgement Letter tab is where you can upload a CSV file of your Acknowledgement Letters, as they appear in Raiser's Edge NXT.

Please use this template for your CSV file upload.

Once you've uploaded the file, the Acknowledgement Letter drop-down in the Default Values area will populate with a list of Acknowledgement Letters for you to choose from with options to designate transactions as Acknowledged or Needs Acknowledgement.

If you don't want to map to Acknowledgement Letters, select Do Not Acknowledge.

On the Default Values tab, choose the Acknowledgement Letter, Gift Subtype, Fund, Campaign, and Appeal from the drop-down menus. The selections you make here will be your default mapping locations for transactions that cannot be mapped elsewhere. You can select Unmapped if you do not want any value to be used.

The Acknowledgement Letter drop-down will populate with the letters you uploaded in the Acknowledgement Letter Upload area above. You can select Do Not Acknowledge if you don't want to map to Acknowledgement Letters.

If you select an Appeal that has packages associated with it, you'll also see a drop-down for mapping to a specific Package.

If there’s any extra information you’d like to add to the Gift Reference Field in Raiser’s Edge upon export, you can choose from the options in the Add Extra Info drop-down menu.

You can read more about what those extra info fields mean here.

You can make multiple selections. They’ll appear one at a time below the drop-down menu as you select them.

Not all information is available for each transaction type (e.g. Participant Name will only show up for peer-to-peer registrations).

Once you’ve saved, click the Mappings tab to display your Optional Mappings options. This is where you’ll configure mappings if you’d like specific data sets mapped to something other than the default values in the settings area.

Mappings can be grouped by Mapping Type or by Form using the Group by drop-down menu.

You can also filter your mappings to display only specific Mapping Types or only certain Forms and Events.

To add a new mapping, click the Add New Mapping button and then select the Mapping Type from the drop-down.

For example, if you’d like to export data for a specific form, select Standard Donation Form > Form from the drop-down menu. Then, use the Form drop-down to select the form.

If you’d like to exclude the Bloomerang Fundraising data from your exports, check the box labeled Exclude from Export.

Excluding can be useful for something like a $0 category for a peer-to-peer campaign.
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If you’d like to export the data to Raiser's Edge NXT, do not check the box, and then select the destination values.

When you’ve configured your mapping, click Add Mapping.

You can Edit or Delete a mapping by clicking the three dots at the right side of the mappings table.

If you’d like to delete multiple mappings, check the box next to the mapping’s names, and then click Delete Mappings at the top of the table.

The process is similar for each data set shown in the Optional Mappings area. There may be some slight variations in how many choices you have in each drop-down.

For example, if you’re mapping restrictions, you’ll see another drop-down menu, and still another if you’ve set up sub-restrictions.

When mapping events, you’ll be given the option to drill all the way down to event packages, if desired.

You can also map text campaigns:

Peer-to-peer events just require a form selection and export destination.

You can choose to export other peer-to-peer data, as well.

You can also map auction transactions.

You can also add Custom Mappings. You may already have similar mapping set up through the Extra Info fields. If you don't want this information to appear in both places, be sure to delete the Extra Info mappings once you set up your custom mappings.

Custom mappings allow you to dictate which target objects and fields you want data to go into in the integration. Custom fields must be active in the destination before you can map to them from Bloomerang Fundraising. There are three custom mapping types: static, custom field, and standard field. For each type, you can map to a target object + field using the data from that custom type. See the attached standard field mappings spreadsheet for details.

With static field mappings, you can add static values in Bloomerang Fundraising to target records in the integration service.

With custom field mappings, you can map custom field answers in Bloomerang Fundraising to target fields based on unique custom field reporting labels. For example, you can track custom fields for your fundraising events, such as gathering meal choices.

With standard field mappings, you can map standard field values to a target field.

Some values will be specific to a transaction line item (e.g. restriction name), while others will be for the entire transaction (e.g. transaction ID).

Click here to download a spreadsheet that details all Service Integration Standard Field mappings.

When you’re ready to run an export, click Export, which is located in the upper-right corner of your settings window. This is only necessary if you chose the Manual export option.

Otherwise, Hourly exports are scheduled to run once per hour at 15 minutes past the hour, but they are not guaranteed to run at exactly 15 minutes past. Actual run times depend on the server load. Daily exports will run at the time you chose.

You’ll receive a message in a pop-up alerting you that your export was completed. If successful, you’ll see the following:

Clicking View Export History will open the Export History Report, but will display only the records associated with this export.

If there were any issues during the export, you’ll see a message similar to the following:

At the top of your integration management screen, you’ll see an Export History tab. Here, you’ll see some basic information about your past exports, including the Export ID, Date and Time, Status, and Total Transactions.

Clicking the Export ID will take you to the more detailed Export History report, filtered by the transactions that were exported in that batch.

To view the full Export History report, click View All Export History.

When you do so, you’ll open the Export History Report, which includes a table which details all exported records across your service integrations.

In the Export History Report you may notice an icon that looks like the outline of a person with a plus sign. This means a new record was created as the result of a new donor or registrant.

Additionally, you may notice an additional alert icon in the Export Status column. Hover over the icon to see more details. The message will also display in the Export History Report.

Follow the link to learn more about the Export History Report.

From your Raiser’s Edge NXT Dashboard, go to Fundraising in the upper menu and then click Gift Management.

Here you'll see a list of your imports. Click on the import to see its corresponding donor and donation information.

On the next page, you can view the imported records. The donor information from a Bloomerang Fundraising transaction ends up as a constituent in Raiser’s Edge NXT. The monetary information of a Bloomerang Fundraising transaction ends up as an amount in Raiser’s Edge NXT. You’ll also find additional information on Gift Type, Fund, Campaign, Appeal, and Acknowledgement within the batch view.

You can also add, edit, and reconcile any constituents or gifts that did not match a record in the Raiser’s Edge NXT system. Simply click the ellipsis to the left of the desired entry and then click Edit batch gifts to access and edit the constituent information.

On the next screen, select the constituent record you’d like to edit and make your changes.

To search and find specific transactions, use the Quick Search icon in the upper right-hand menu and enter the constituent’s information.

In the constituent record, you will find their full profile information along with their Giving History.

The mappings you set up in Bloomerang Fundraising will populate in the donor record under Giving History.

If you have a lot of optional mappings, you may want to back them up to a CSV file. This is useful if you need to deactivate a service or adjust your connection and want to make sure your mappings are safe.

Click the Mappings Backup link to access the Mappings Backup & Recovery settings.

From here, you can download your mappings as a CSV file, as well as upload a previously downloaded backup file.

The Re-authenticate link lets users reconfirm their integration credentials or enter credentials for a different account.

When you click Re-authenticate, you'll be prompted to Activate the integration or Cancel the reauthentication process. Clicking cancel keeps the integration set up the way it was before clicking Re-authenticate.

If this service integration is no longer needed, it can be deleted by clicking Delete Integration in the left-hand navigation.

You'll be prompted to confirm your choice to delete the integration by typing the word DELETE.

After deleting the service integration, if you need to re-enable it you can reconnect just like when you originally set up the service integration.

To save you time and prevent you from accidentally creating duplicate records, you'll be prompted to Restore export history when you establish your integration again. Note that this will not import any past integration settings. If you would rather start with a clean slate, select Start from scratch instead.

To be notified via email when a service integration becomes inactive, the integration is locked for an extended period, or a transaction fails to export, you can turn on the Service Integrations notification.

To manage notifications, navigate to the Notifications area of your org-level control panel.

Click Manage for each user you’d like to receive the notification.

Then, search for Service Integrations at the top of the screen, or scroll down to Service Integrations in the System Notifications section.

Check the box next to the notification to activate it.

Scroll to the bottom of the screen and click Save Settings to save your changes.

To read more about Notifications, check out this article.