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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