Data Sync Configuration (RE NXT)
Let's talk about the specifics of the data sync to make sure that our Data Sync configurations will suit your needs! We pull data from Raiser's Edge NXT to build five files: constituents, gifts, interactions (actions), proposals, and RM assignments (solicitors/prospect statuses).
Read how total giving and categorized giving is calculated here.
You can choose to exclude deceased and/or inactive records.The following EverTrue fields are not supported: Ethnicity, Is Deleted?, Is Primary?/Address, Industry/Work, and Function/Work.
Read how gift information is configured here.
The following EverTrue fields are not supported: Legal Credit, Designation Category, Related Gift ID, and Is Deleted?
Action Type and Status can both be pulled as interaction custom fields. The following EverTrue fields are not supported: Additional Constituent ID, Proposal ID, and Is Deleted?
Inactive proposals can not be pulled by Blackbaud's SKY API. The following fields are not supported: Stage Start Date, Solicitor Key Proposal, Solicitor Title, Active?, Created Date, Original Ask Amount, Original Ask Date, Proposal Type, Confidence Score, Designation Value, Proposal Report Flag, and Is Deleted?
Constituents without prospect statuses will not be pulled in the RM file. The following fields are not supported: Stage Start Date, Solicitor Title, Assignment ID, Assignment Title, and Key Prospect.