Raiser's Edge Integration

Overview

The Raiser's Edge integration syncs Donately donor and donation data to Blackbaud Raiser's Edge NXT Constituents and Gifts via the Blackbaud SKY API. It uses OAuth 2.0 with a Blackbaud subscription key for authentication.

Once connected, syncs are triggered automatically each time a donation is created, updated, or refunded in Donately.

What Gets Synced

Constituent — Donor identity, address, email, and phone information
Gift — Each donation, including recurring subscription details

The Raiser's Edge integration requires custom fields to be created in your Blackbaud environment before syncing. These fields store Donately IDs used for record matching. Setup instructions will be provided during onboarding.

Configuration

These settings are configured per Donately account. In addition to OAuth credentials, the integration requires a Blackbaud API subscription key.

Authentication

Setting	Description
subscription_key	Blackbaud API subscription key sent as the `Bb-Api-Subscription-Key` request header on all API calls

Field Mapping

Default mappings from Donately fields to Raiser's Edge fields. These can be overridden using custom field mapping.

Constituent

Donately Field	Raiser's Edge Field
unique_identifier	custom_constituent_dntly_person_id (custom)
first_name	first_name
last_name	last_name
email	email.address
phone_number	phone.number
street_address	address.street
city	address.city
state	address.state
zip_code	address.postal_code
country	address.country

Gift

Donately Field	Raiser's Edge Field
unique_identifier	custom_gift_dntly_donation_id (custom)
donation_name	description
donation_amount	amount
donation_date	date
anonymous	is_anonymous
on_behalf_of	tribute.name
comment	comment
transaction_id	custom_gift_dntly_transaction_id (custom)
processor	custom_gift_dntly_processor (custom)
donation_type	custom_gift_dntly_donation_type (custom)
status	custom_gift_dntly_status (custom)
subscription_frequency	custom_gift_dntly_recurring_frequency (custom)
subscription_id	custom_gift_dntly_subscription_id (custom)

Record Matching

The integration uses the following strategies to find existing records before creating new ones. Strategies are tried in order — the first match wins.

Constituent Matching

Strategy	Description
FindByPersonId	Primary match using the Donately donor ID stored in the `custom_constituent_dntly_person_id` custom field
FindByEmailAndName	Fallback match using donor email, first name, and last name via the Blackbaud constituent search endpoint

Gift Matching

Strategy	Description
FindByDonationId	Match by Donately donation ID stored in the `custom_gift_dntly_donation_id` custom field

Advanced

Custom Field Mapping

You can override the default field mappings with a custom mapping. Custom mappings are defined as a JSON object where keys are Donately field names and values are the target Raiser's Edge field names.

{
  "Person": {
    "email": "email.address",
    "unique_identifier": "custom_constituent_dntly_person_id",
    "phone_number": "phone.number"
  },
  "Donation": {
    "donation_amount": "amount",
    "unique_identifier": "custom_gift_dntly_donation_id"
  }
}

Person — Maps donor fields to Raiser's Edge Constituent fields
Donation — Maps donation fields to Raiser's Edge Gift fields

Custom mappings are merged with the defaults. You only need to specify the fields you want to override — any fields not listed in your custom mapping will use the default mapping.

Raiser's Edge In Progress