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Syncing Event to Raiser's Edge
Syncing Guests from Almabase to Raiser's Edge
Syncing Guests from Almabase to Raiser's Edge

Learn more about how to effortlessly sync your event guests from Almabase to Raiser’s Edge NXT.

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago


Step 1: Connect the Database and Set Up Sync Configurations

  1. Go to Tools > Events > "Sync Configuration".

  2. Choose a user account or select "Add Connection" to create a new one.

  3. Set up your sync settings for Event, Ticket, and Guest Configuration. Find out more here.

Note that the default sync settings apply to all new events. Use the 'Sync & Export' tab to modify the settings for specific events,

Step 2: Select Guests to Sync

  1. Navigate to the Guest Dashboard.

  2. Use filters like "Event" to narrow down the list of guests you want to sync.

  3. The filtered guests will be displayed in a table view.

Step 3: Initiate Guest Data Sync

  1. Click on "Sync guest".

  2. A pop-up will appear for payment batch creation.

    • Choose "Create a batch".

    • Enter a batch number and name.

    • Click "Create Payment batch".

  3. The sync process begins upon batch creation. RSVP sync status can be checked on Almabase and Raiser's Edge as seen in image.

Step 4: Sync Payment Data

  1. Navigate to "Payment Batches".

  2. Select the batch you created.

  3. Review the gifts, make changes if needed, and sync them.

Step 5: Generate a List in Raiser's Edge

  1. Go to Lists > Gifts on Raiser's Edge.

  2. Use the batch number to filter and view the synced gifts.

Please write to us at or through the Intercom Chat 💬 if you have any queries or concerns😄.

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