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Using Automated Data Sync with Raiser's Edge NXT
Contents What is the Automated Data Sync? Reviewing the Data Sync Process Completing a Consultation Call Submitting the Data Sync Worksheet Connecting the EverTrue Data Sync App in Blackbaud…
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Configuring Gift Transaction Data from Raiser's Edge NXT
Please keep the following insights in mind when configuring gift transaction data using Raiser's Edge NXT: To ensure there is no duplication of gift IDs (e.g.…
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Configuring Total Giving and Categorized Giving Data from Raiser's Edge NXT
Contents Configuring Total Giving Pledge Write-Offs Impact on Total Giving Configuration Split Gift Impact on Total Giving Configuration Most Recent Gift Impact on Total Giving Configuration Largest…
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Configuring Data Syncs with Raiser's Edge NXT
When syncing with Raiser's Edge, we pull data to build five files: Constituent, Gift Transactions, Interaction (actions), Proposal, and Portfolio Assignment (solicitors/prospect statuses).…
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Delivering Data from Raiser's Edge NXT to EverTrue
Contents Scheduling Imports Generating CSV Files Sampling an Export Control Report We spoke with Bonny Morris, the Director of Annual Giving and Database Manager at Proctor Academy about their…