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Raiser's Edge NXT Integration

  • Updated

 

KIT is powered by your data, so we recommend connecting with your CRM provider as soon as you subscribe. In this article, we will be going through the steps to integrate with Raiser's Edge NXT.

 

Integration Setup 

Below are the steps for integrating your KIT account with Raiser's Edge NXT. Note: there will be steps to take in both Raiser's Edge NXT and KIT to complete the integration. 

 

Step 1

Log into the Raiser's Edge NXT account that you would like to connect to KIT. Head to the Blackbaud Marketplace and search for 'KIT' in the search bar.

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Click on the KIT app and you will then be prompted to select 'Connect' to connect your Raiser's Edge NXT account with the KIT app. Note that the 'Application ID' should pre-populate. 

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Once you click 'Connect' you will be directed to an 'Overview' page of the KIT app (within Blackbaud Marketplace) where you will see a 'Disconnect' button. Do not click 'Disconnect, this button just confirms that you have successfully connected the KIT app to your Raiser's Edge NXT account. 

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Step 2

After you connect the KIT app within Raiser's Edge NXT (instructions above), you will want to head to KIT and log in to your KIT account. Head to 'Organization Settings' and click on the 'Integrations' tab where you will see 'Raiser's Edge' listed. Here you will want to click the 'Connect' button. 

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Step 3

A new window will open that is asking you for authorization for KIT to access your Raiser's Edge NXT data. Here you will want to click 'Authorize'. 

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You will be directed back to KIT where you will see that the integration is 'Syncing'. This simply means that your Raiser's Edge NXT data is syncing over into your KIT account. The sync can take up to 24 hours depending on the amount of data being synced over. 

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Once your data has synced successfully over into KIT, the status of the integration will update from 'Syncing' to 'Synced'.

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Your Raiser's Edge NXT account is connected to Fundraising KIT.

Note it can take up to 48 hours for the full sync to complete. The integration status will temporarily change back to 'Syncing' approximately every six hours or so, as new and updated information is synced automatically between KIT and Raiser's Edge NXT. 

 

📧 If you experience any errors or roadblocks when setting up the integration, please reach out support@fundraisingkit.com.

 

Data Flow

KIT Data in Raiser's Edge

  • Badges
  • Donor Score
  • Major Gift Donor
  • Smart Ask
  • Time of Year
  • Best Way to Reach Out
  • Campaign Recommendations