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Events sync from Almabase to Raiser's Edge

Events sync from Almabase to Raiser's Edge

see how to push events data from Almabase to Raiser's Edge
Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Four simple steps to follow to push events data from Almabase to Raiser's Edge

Step 1: Connect your Raiser's Edge account

Step 2: Select Funds for tickets [optional]

  • If you do not want to push ticket payment details to Raiser's Edge, then skip this step.

  • To push the ticket fee payment to Raiser's Edge, designate a fund for each ticket.

  • The fee payment will be attributed to the fund selected.

Step 3: Set up configuration

  • Under Other Settings, there are two setups to do before syncing the event.

    1. Sync Configuration has options to select what data you want to sync and how.

      • The options are —

        • Only RSVP status for guests -

          • RSVP status, Registration date, and Participant level will be pushed to Raiser's Edge.

        • All payments (tickets and gifts) are pushed as one gift -

          • RSVP status, Registration date, and Participant level will be pushed to Raiser's Edge.

          • The ticket fees payment, and gifts/donations received through gift tickets will be added to Raiser's Edge as a single gift.

          • The gift will be linked to the event participant/registrant.

          • If you have selected separate funds (refer to step 2), then gift splits will be created for each fund.

        • Ticket payments and Gifts are pushed as separate gifts -

          • RSVP status, Registration date, and Participant level will be pushed to Raiser's Edge.

          • The ticket fees payment and gifts/donations will be added to Raiser's Edge as two separate gifts.

          • The two gifts will be linked to the event participant/registrant.

        • Only gifts(via gift tickets) are pushed

          • RSVP status, Registration date, and Participant level will be pushed to Raiser's Edge.

          • The gifts/donations received through gift tickets will be added to Raiser's Edge as a single gift.

          • The gift will be linked to the event participant/registrant as a donation.

          • Note: Use this option when you do not want ticket payments to be added to Raiser's Edge

    2. Choose the Raiser's Edge account you connected

      • Choose any connected Raiser's Edge account from the dropdown.

Step 4: Sync the event

  • Goto Export > Sync events, tickets, and guest data to Raiser's Edge NXT

  • That's all. The sync will automatically start, and the following data will be pushed to Raiser's Edge.

    • Event Data —

      • Event Name and Date

      • Ticket Name and Amount

    • Registrant Data — As per the configuration selected

      • RSVP, and Registration date

      • Number of tickets purchased (even the tickets purchased for the accompanying guest)

      • The total amount paid (ticket and donations) as gifts

      • Check-in status

    • Accompanying guest data —

      • RSVP, and Registration date

      • Check-in status

Sync Status check:

  • You can check the status of the sync through the button "Sync Status"

  • You can verify the same on both the web view and database view of Raiser's Edge.

Reach out to help@almabase.com in case you have any questions or suggestions.

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