Setting Up the Gift Export to Raiser's Edge NXT

Understand and Optimize your RE NXT Gift Batch Integration

GiveCampus now offers a direct integration with Raiser's Edge NXT. To learn more about adding this to your GiveCampus instance, contact your Partner Success Manager or reach out to support@givecampus.com.

Direct Gift Export Setup

To set up the integration, connect your RE NXT environment with your GiveCampus environment and choose your initial configuration options.

At any time, you can enable the gift integration (Export Daily Gift Data), and select the export option (automatic daily or manual deposit). You can also disable it any time, stopping the import of gifts from GiveCampus to RE NXT.

Export Options

• Previous Timeframe: Set the timeframe for including gifts in the first batch sent from GiveCampus. This ensures all relevant gifts are captured, including those not yet manually imported into RE NXT.
• Date/Timestamp for Batch Creation: Select whether to send gifts based on their date of capture or deposit.
  • If you choose date of capture, we will send over all possible gifts that were captured (funds confirmed, due to be deposited) in the last 24 hours
  • If you choose date of deposit, we will wait until funds have been deposited in your bank account and send all possible gifts deposited in the last day.
  • Regardless of your choice, the "Gift Date" on the gift record in RE NXT will remain the date the gift was captured (confirmed), which is usually the same day the donor initiated the gift.
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Once this option is selected, you will see a ‘Push to NXT’ button next to your deposit based reports within Online Giving > Reporting > Deposit Based Reports.  

From this page, you can take all the necessary steps to push gifts to NXT, including making any updates to gifts with missing information such as constituent ID or designation information. 

• While the Push to NXT option is available once the deposit report is ready within your dashboard, gifts will appear and be refreshed in the Manage Gifts > Gifts to Review section on an hourly basis.

Steps to Manually send those gifts to NXT

• From your Reporting > Deposit Based Report section, select the ‘Push to NXT’ button next to the deposit you want to send to batch 
• Add any missing information for gifts included in that deposit 
• Select ‘Push’ and confirm 
• A ‘View History’ button will appear where the ‘Push to NXT’ button was and provides a summary of the batch 
• You will then see the created batch in NXT > Fundraising > Gift Management with the matching deposit date and amount to approve 

Default Fund ID

Once you select your export option, optimize your gift integration with this optional setting:

• Default Fund ID: This optional setting assigns a default fund ID to gifts without an associated designation backend ID. It's useful if designations are not required or backend identifiers are missing. If not set, any gift without a Fund ID will be highlighted for review.

Daily Export & Operations

Here’s a general overview of how the gift export part of the integration works:

Operational Overview

• Automatic Export Frequency: GiveCampus exports all possible processed gifts daily based on your date settings. If there are no gifts to export, no batch will be created in RE NXT.
• Manual Deposit Frequency: GiveCampus will export all deposited gifts once you manually push them from your dashboard.
• Gifts Included: The export includes gifts captured or deposited in the last 24 hours or within the match (for manual), provided they haven’t been previously exported and that any data errors have been fixed. For automatic exports, your first export may look back farther than 24 hours if you chose that during setup.
• Gift Types Included:
  • One-time gifts made through any GiveCampus Online Giving (or as optional gifts during GC Events registration)
  • New recurring gift subscriptions and their first installment
  • Subsequent installments on recurring gifts made to GiveCampus
• Gift Data Required:
  • All exported gifts must have a constituent ID associated with the donor's email and a backend fund ID associated with the designation(s).
  • Most constituent IDs will be populated automatically using the Constituent Import part in the RE NXT integration, For new donors, you can add one during gift review.
  • Backend IDs are typically set up on School-Level Settings > Designations, but you can add a backup Fund ID during setup or add one manually during gift review.
    • IMPORTANT NOTE: The backend identifier added to designations or in the gift review process should be the LookupID visible in RE NXT web view and not the DB system ID found in the URL

Reviewing Gifts before Export

Most gifts are ready for export without additional action. You can see the list of gifts to for the next day's export at any time at Online Giving > Manage Gifts > Gifts to Review > Gifts Pending Export  

If one or more gifts requires additional data to export, you will receive a daily notification alerting you as such. To address those, go to Online Giving > Manage Gifts > Gifts to Review > Review Gifts.

Clicking each line item will allow you to adjust any missing information.

Adding New Constituents

Managing New Recurring Gift Subscriptions

Refreshing data in review

Reviewing Gifts after Export

Frequently Asked Questions

• Are all Payment Processors supported? Currently, only Stripe and PayPal are supported with this integration.
• What happens if I disable the Gift Export component of the integration? Disabling the Gift Explore component or disconnecting the integration entirely will not affect already exported gifts or batches created in RE NXT. However, any gifts still under review or due for export will need to be manually added to RE NXT.
• Why use a Default Fund ID? The default fund ID ensures that all gifts, even those without a designation, are sent to RE NXT without requiring review. This streamlines the process and allows for adjustments within RE NXT if needed.
• What data is sent to RE NXT about the individual gifts in the batch? We currently send gift data only to RE NXT. Specifically we are sending the gift amount, matched constituent ID, fund ID from chosen designation, payment method, appeal ID (if a unique identifier as added to the campaign/form settings), and reference information (in comments) such as the GiveCampus gift ID and write-ins designation information if chosen by the donor.
  • Appeal ID is populated based on the Unique Identifier selected within the individual campaign or giving form settings.  GiveCampus will automatically import a list of appeals from NXT and display these within the dropdown options within your GiveCampus campaign/form settings. 
• What data is currently not sent to RE NXT? We do not currently populate campaign/form name, new information gathered about the constituent themselves such as affiliations or phone number, deposit ID, in honor/in memory of information, or other custom fields you may add to your GiveCampus donation forms. Those fields can be added to custom reports, which you can download and use to supplement the exported data while reviewing the batch in NXT. If automating the export and mapping of that additional data is critical to your desired automation, we recommend exploring Omatic's GiveCampus Connector.
• Who receives the notification email that gifts require review? Any Online Giving school admin with Deposit Notifications enabled will receive the email. This can be configured in Online Giving > Administrators > Notifications.
• How do soft credits work with this export? We currently do not do anything for soft credits from the GiveCampus side. Schools can determine their process for soft credits inside of functionality built into Raiser's Edge / NXT to automatically soft credit specific relationships between constituents in the database (This is something that can be set up in the database view of RE NXT and is done per relationship between constituents). Once a batch of gifts created from the GiveCampus integration is approved in RE NXT, those rules should take effect to attribute soft credit rules set up.