The Events module integration with Raiser’s Edge NXT enables you to push event registration data captured on Almabase directly to your Raiser’s Edge database.
📌 To sync events data, you will first have to integrate Raiser Edge NXT with Almabase. Here's how → Integrate RE NXT with Almabase.
If it's already integrated, then please follow the steps mentioned below 👇
Pre-requisites on Almabase before starting the events data sync process:
Make sure all the guests are mapped to a record/profile on Almabase or ignored.
The mapped record should have a system record ID (database ID)
Mark all the event attendees as checked-in.
Pre-requisites on Raiser's Edge NXT before starting the events data sync process:
Please ensure you have a participation level field on your RE NXT environment ((For every participant/guest, there’s a field called “participation level.” We’ll set the participation level as “Attendee” while pushing the attendance data).
Ensure that the participation level ‘Attendee’ is marked as ‘active')
How to add a Participation level - Attendee on RE NXT.
📝 Above, we named the participation level as 'Attendee (test)' just as an example. Please make sure to name it "Attendee" when you are creating the participation level.
Sync Guest data from Almabase to Raiser's Edge NXT
Step 1: Connecting to a Raiser’s Edge account
On the exports tab within your event, click on “Sync guest data to Raiser’s Edge NXT.”
Select the Blackbaud account you’d like to use for the sync.
In the drop-down, you will see a list of all the connected Blackbaud accounts. If there is no connected account yet, click “Connect your Blackbaud account.”
📝 Please make sure the Blackbaud Account you use to sync events data has the necessary permissions to create and edit guest and events data.
Step 2: Creating an event on Raiser’s Edge NXT
Once you have selected/connected your Blackbaud account, the next step is to create an event on Raiser's Edge to push data by clicking on the button shown below.
Creating an event is a one-time action; any subsequent changes to the event's name, date, time, description, etc., on Almabase, will be automatically updated on Raiser's Edge whenever you sync.
📝 You cannot connect an event on Almabase to a pre-existing event on Raiser's Edge.
After you've selected your Blackbaud Account and created an event, the pop-up should look something like this 👇. Now click on Proceed.
Step 3: Review the data before syncing.
Clicking on proceed will take you to the next step of the events sync process. Here you can review the guest data and take corrective actions like mapping/ignoring any unmapped guests or correcting records with missing database Ids (system record ID)
After reviewing, and if you are all set, click on “Sync data” to start the export process. Once the export is completed, you'll see a summary, as shown below.
At this stage, the events data sync process is complete 🎉
What information is pushed for an event from Almabase to Raiser's NXT?
At the event level, the data that is pushed is:
capacity (maximum guests allowed)
At the guest level, the following data is pushed with the event sync:
Constituent ID (note only the id is sent, not the user data. RENXT will associate the guest/participant with appropriate constituent based on this ID)
Host ID (this is given only to accompanying guests)
Attended (Checked In)
RSVP Status (attending, declined, interested & canceled)
Participation level (attendee)
Reach out to your Account Manager or Support team if you don’t see the option to sync guest data.