While setting up your TrueGivers and Raiser's Edge NXT integration, several customizations are required to support the full integration. These customizations should be created automatically, but you may have to review them if there are existing conflicts. During registration, we will verify them, but you may have to add them yourself in case of conflicts. We will help you every step of the way. Check out instructions to create these customizations and their details here: Raiser's Edge NXT - Setup.
The customizations required for this integration:
- Address Status
- Vacant
- Move Date
- Deceased Type
- Deceased Date
- Deceased Link
- Date of Birth
- Business Owner
- Home Owner
- Net Worth Decile
- Market Value Range
- Income Decile
- Religion
- Heritage
Objects we update:
- Address 1 - Address Section
- Address 2 - Address Section
- City - Address Section
- State - Address Section
- Zip Code - Address Section
Objects we create:
- Move Address - Address Section
Objects we delete:
- Currently, we do not delete any data from your database. We simply process your data and synchronize it for you.
Learn more about Raiser's Edge NXT customizations here: Custom Fields.
Where can I find the fields used in the Integration?
|
TrueGivers Fields
|
Raiser's Edge NXT Section
|
Raiser's Edge NXT Field Name
|
Customization?
|
|---|---|---|---|
| Address Line 1 | Address | Address 1 | No |
| Address Line 2 | Address | Address 2 | No |
| Address City Name | Address | City | No |
| Address State Code | Address | State | No |
| Address Postal Code | Address | Zip Code | No |
| Address Postal Code Extension | Address | Zip Code | No |
| Address Status | TrueGivers Address Details | Address Status | Yes |
| Vacant | TrueGivers Address Details | Vacant | Yes |
| Move Date | TrueGivers Address Details | Move Date | Yes |
| Deceased Type | TrueGivers Deceased Flag | Deceased Type | Yes |
| Deceased Date | TrueGivers Deceased Flag | Deceased Date | Yes |
| Deceased Link | TrueGivers Deceased Flag | Deceased Link | Yes |
| Date of Birth | TrueGivers Demographics | Date of Birth | Yes |
| Business Owner | TrueGivers Demographics | Business Owner | Yes |
| Home Owner | TrueGivers Demographics | Home Owner | Yes |
| Net Worth Decile | TrueGivers Demographics | Net Worth Decile | Yes |
| Market Value Range | TrueGivers Demographics | Market Value Range | Yes |
| Income Decile | TrueGivers Demographics | Income Decile | Yes |
| Religion | TrueGivers Demographics | Religion | Yes |
| Heritage | TrueGivers Demographics | Heritage | Yes |
Are you an existing Raiser's Edge NXT customer?
Register to start your integration between TrueGivers and Raiser's Edge NXT and keep your database updated automatically!
Not a Raiser's Edge NXT User? Sign up today!
Learn more about getting started with Raiser's Edge NXT.