When syncing with Raiser's Edge, we pull data to build five files: Constituent, Gift Transactions, Interaction, Proposal, and Portfolio Assignment. Below, we will dive into into how EverTrue fields found in these files map to Raiser's Edge NXT fields during the Data Sync process.

Take a look at our companion resource if you'd like to search for specific fields using Control/Command Find!

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Configuring Your Constituent Files

Please note the following insights when configuring your Constituent files:

• You can choose to exclude deceased and/or inactive records.
• The following EverTrue fields are not supported: Ethnicity, Is Deleted?, Industry/Work, Function/Work, Solicitation Codes, Donor Score, Capacity Score, and Engagement Score.

Take a look at our dedicated help article to learn how total giving and categorized giving is calculated! 

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Configuring Your Gift Transaction Files

Please keep in mind the following insights when configuring your Gift Transaction files:

• The following EverTrue fields are not supported: Designation Category, Related Gift ID, and Is Deleted?.

Read our help article to learn about how gift information is configured!

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Configuring Your Interaction Files

Please note the following insights when configuring your Interaction files:

• 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?.

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Configuring Your Proposal Files

Please keep in mind the below insights when configuring your Proposal files:

• Inactive proposals can not be pulled by Blackbaud's SKY API.
• The following EverTrue 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?.

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Configuring Your Portfolio Assignment Files:

Please note the below insights when configuring your Portfolio Assignment files:

• Constituents without prospect statuses will not be pulled in the Portfolio Assignment file.
• The following EverTrue fields are not supported: Stage Start Date, Solicitor Title, Assignment ID, Assignment Title, and Key Prospect.

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For any other questions reach out to EverTrue Support at genius@evertrue.com.