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Understanding How Form Entries Can Be Pushed to Raiser's Edge
Understanding How Form Entries Can Be Pushed to Raiser's Edge

How Form Entries Can Be Pushed to Raiser's Edge

Indu avatar
Written by Indu
Updated over a week ago

It is possible to push and sync submitted information from Event forms/Giving forms to the Almabase profile and then to the constituent record on Raisers Edge using an Event connector, Giving connector, and Form connector👇

  • Event Connector:

    • Event connector lets you move updated constituent data from event forms to the user profile on Almabase and to Raiser's Edge NXT.

    • Event connectors are used to map the submitted information from an event form to a profile on Almabase. However, it's important to note that event connectors only support the default registration fields. (Name, Email address, Phone Number)



  • Giving Connector:

    • Giving connector lets you move updated constituent data from giving forms to the user profile on Almabase and to Raiser's Edge NXT.

    • When a donor is mapped to a record, the data they filled in while making a gift can be pushed to their mapped record on Almabase.

    • Gift connections are used to map the submitted form entries from donors to a profile on Almabase. However, it's important to note that Gift connectors only support the default fields. (Name, Email, Phone Number, Address Fields)

  • Form Connectors:

    • If you want to push information to default fields on a user's profile from the Event forms/Giving forms to the Almabase profile, you would need to set up form connectors.

    • Form connectors allow you to map the form fields to the corresponding fields in the Almabase profile. Once this mapping is done, you can set the rules to review any changes or push automatically to update the corresponding fields in the Almabase profile.

        • Form connectors will work only for the default fields on a user's profile. Default fields are Basic Information, Addresses, Emails, Phone Numbers, URLs, Education, Other Education, Preferences, Affiliations, Interests, Marital Information, and Employment.

        • Currently, form connectors do not support custom fields.

  • Sync Rules: Sync rules govern how this updated information is synced to Raiser's Edge.

    • You can set up sync rules to determine when and how the data updates should be flagged for review or automatically pushed to Raiser's Edge. You can review these changes through Data Inbox.

    • For example, you can choose to have all changes where data is not replaced automatically pushed to Raiser's Edge, while changes that would replace a value on Raiser's Edge can be flagged for review.

      Constituent Sync Feature --> Event/Giving/Form Connectors (Updates User Profile) -->Sync Rules (Determines Data Handling) -->Data Automatically Pushed to RENXT/ Data Reported for Review in Data Inbox.

In summary, the process involves using event connectors to map default fields from the event-form to the Almabase profile, form connectors to map additional fields, and sync rules to govern how this information is then synced to Raiser's Edge.

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