Step 1: Accessing Sync Configuration
Go to Tools > Events > "Sync Configuration".
Step 2: Setting up sync configurations
There are a few configurations to take note of:
Decide how to sync your main and sub-events with Raiser's Edge NXT. You have two options:
Sync the main event and sub-events as a single event. This is the default choice.
Sync the main event and sub-events as separate events. This is only available for Events Advanced users.
Choose one of five ways to push ticket payments and gifts to RENXT:
Push all payments as one gift.
Push ticket payments and gifts as separate gifts.
Push each ticket payment and gift as individual gifts.
Only sync RSVP status for guests.
Only sync gifts.
To learn more, see the Ticket Configurations article.
Decide how to handle accompanying guest info in RENXT:
Sync guests even if there is no constituent record.
Don't sync guests if there is no constituent record.
Participation level (Optional)
Select a participation level for each event registrant on RENXT. If not specified, "Attendee" will be the default value.
Check additional settings to fine-tune your sync:
Sync RSVP status for guests with pending payments.
Sync only new registrations.
The sync settings set up here will be the default for all new events. But you can change the settings for each event under the "Sync & Export" tab.
Please write to us at email@example.com or through the Intercom Chat 💬 if you have any queries or concerns😄.