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How Almabase’s integration with Raiser’s Edge NXT can set your Advancement team up for success

From improving the efficiency of your team to optimizing your workflows and processes, find out how the integration can set your team up for success.

Blackbaud’s Raiser’s Edge NXT is a popular CRM used by numerous institutions across the country. However, when institutions use RE NXT along with an alumni engagement tool like Almabase, things can get messy when you want data to be uniformly synced across both systems. That’s where our industry-leading integration with Raiser’s Edge NXT comes in.

Because let’s face it - nobody likes working with data first thing every morning when it involves a lot of tedious back-and-forth between multiple systems. We believe this integration is crucial in setting your Advancement team up for success, and this blog post will show you how.

If you're interested in the technical nitty-gritty of the integration, we've got a blog post that you might be interested in.

Here are four ways Almabase’s integration with RE NXT can set your team up for success.

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Say goodbye to tedious, third-party solutions

Almabase’s RE NXT integration works from the get-go, and you won’t have to invest additional resources in third-party integrations. While some of these integrations can be super expensive, others that are cost-effective aren’t very reliable. Your team won’t have to rely on multiple tools (one of these being Importacular) to get data flowing between the two systems. Whether you want a simple integration to work right off the bat, or you want something more customizable to be more flexible with your needs, our integration offers it all.

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Automatically capture clean, structured data

Picture this – you have a thriving alumni community that is creating hundreds and thousands of engagement touchpoints on your platform. Imagine if every event registration or profile update had to be MANUALLY synced with RE NXT by your Advancement Services team.

That would be a dystopia we wouldn’t like to think about. With our integration, you get to choose how and when your data flows between Almabase and RE NXT, with zero human intervention. Furthermore, the data you import will automatically rid itself of duplicate entries and junk data. This smooth integration means your Advancement Services team can say goodbye to messy .CSV imports/exports all day long.

Two different systems, one source of truth

At this point, you might wonder whether it’s worth maintaining data on multiple platforms if each of them were to store different data. Fortunately, this isn’t the case. Almabase’s integration with RE NXT ensures that the data you see on both platforms will always be in sync with each other. This means you won’t have to worry about making sure the data is uniform across the systems. The integration also has provisions in place to ensure there are no duplicates or junk data on either of your systems, which can take a massive load off your IT team’s shoulders.

Besides, Almabase is so much more than an online community for your constituents, or a CRM for your team. With powerful alumni-centric engagement tools, Almabase empowers your team to unlock higher participation and donations. That’s why many institutions prefer to use Almabase in tandem with RE NXT.

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Our integration, your rules

When it comes to integrations, we don’t believe in a one-size-fits-all approach. Every institution will have unique guidelines in place to handle data. That’s why our integration allows you to create custom workflows to dictate when, and how, data flows between Almabase and RE NXT. The customization is limitless and can be tweaked to fit your needs. If you’re feeling particularly experimental, you can tinker around with APIs to build your workflow, or you can use Microsoft Power Automate for that tailor-made fit that works best with your processes.

So there you have it – an overview of how Almabase’s best-in-class integration with Raiser’s Edge NXT can set your Advancement team up for success. While we tried to cover the most obvious advantages of the integration for your team, there’s still a lot we couldn’t fit into a blog post.

If you have any specific queries about the integration, or you want to see it in action, you can always get in touch with one of our Alumni Success Specialists. We have a feeling you’re going to like what you see!

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Blackbaud’s CRM tools are popular among our partner schools. We saw that a lot of you are finding a new favorite from the Blackbaud suite of CRM tools called Raiser’s Edge NXT. It is a lightweight tool with a simple and usable user interface, a significant improvement over its predecessor Raiser’s Edge 7.

If you haven’t migrated, you should probably consider it now. We understand that having data on multiple systems is very hard to maintain. A lot of schools usually resort to expensive third-party integration tools. We wanted to make things easier and hence built the RE NXT integration tool.

With our new integration tool, you will be able to seamlessly push the updated constituent data from Almabase platform to RE NXT or pull from RE NXT to Almabase platform. With this, you can be assured of having updated data all the time by keeping both the systems in sync.

To get started, you can instantly connect both the systems by authorizing your permission to connect to your Blackbaud account. (Look for Raiser’s Edge NXT Integration on your admin panel navigation)

On Almabase admin panel

Signing into your Blackbaud Account

Authorizing Almabase to connect to your Blackbaud Database

Once connected, you have to map the Almabase properties and RE NXT properties. These mappings will help the tool to compare the values and find probable matches. For example “Mobile Number” on Almabase could be equivalent to “Cell Phone” on RE NXT.

Integration tool settings

Now you are all set to sync the records.

On the Almabase profile, we have given you options to either Push to RE NXT or Pull from RE NXT.

Profile page on the platform

Several of our customers are already using and enjoying the benefits of our integration tool.

Alumni information on the Almabase platform is usually more up-to-date. This is because our software pulls in information from LinkedIn and Facebook regularly. It also enables users to update their profiles when the need be.

We offer you have full control over what information needs to be copied to RE NXT. For example, you can choose Residence Phone Number to be copied to RE NXT and set it to be the primary contact.

Push to RE NXT

Integration Sync Interface

Similarly, you can pull the most relevant data from RE NXT to the Almabase platform. The user interface is simple. Pick and choose the information you wish to save, and you can preview the changes that are going to be saved.

Pull from RE NXT

Integration Sync Interface

As a Blackbaud Certified Partner, we seamlessly integrate with Blackbaud Raiser's Edge NXT, helping you sync constituent information including education, employment history, event registrations, gifts, and more.

If you have any questions, please get in touch with us on help@almabase.com

RE NXT Integration Tool

We understand that having data on multiple systems is very hard to maintain. A lot of schools usually resort to expensive third-party integration tools. We wanted to make things easier and hence built the RE NXT integration tool.

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May 15, 2018

12 minutes

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San Francisco, CA (2nd October, 2019) — Alumni engagement and online giving expert Almabase has launched a new partnership with Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions. This features a new integration between Almabase online giving pages and 360MatchPro by Double the Donation.

Trusted by hundreds of Higher Ed & K12 institutions, Almabase is transforming the world of alumni fundraising. With the ability to integrate with various gift processing systems, Almabase provides a one-stop solution for achieving fundraising goals, acquiring new donors, and enhancing the online giving experience for donors.

The 360MatchPro platform actively identifies donors who are eligible for employer matching gift programs, provides their company’s specific matching gift next steps, and then follows up with them automatically to drive additional revenue to nonprofits. The integration with Almabase automatically adds an employer field onto online giving forms, jumpstarting the matching gift process.


“The schools fundraising through Almabase are all in a unique position to take advantage of employer matching gift programs,” said Kalyan Varma, Co-founder and CEO of Almabase. “Integrating with 360MatchPro allows those schools to automate their matching gift opportunity identification and outreach. This is a huge value-add for schools without adding time-intensive administrative efforts.”


Setup of the integration is easy and only needs to be completed once. After setup is complete, schools have the capability to customize the matching gift follow-up that donors receive.

“Lack of donor awareness is the main contributing factor to schools falling short of their matching gift fundraising potential,” said Adam Weinger, President of Double the Donation. “Using 360MatchPro, schools start to close the $4-7 billion gap in matching gifts left on the table each year.”

360MatchPro identifies more matching gift opportunities than schools could do so manually, then actively and automatically follows up with them to drive a higher percentage of matches to completion than possible with manual outreach. Connecting 360MatchPro to Almabase giving forms ensures that no matching gift opportunity goes unclaimed.

Learn more about Double the Donation at https://doublethedonation.com/ or schedule a private demo of 360MatchPro at https://www.360matchpro.com/demo-request/.

Learn how Almabase transforms online giving: https://www.almabase.com/.

Almabase and Double the Donation Announce Integration with 360MatchPro Matching Gift Platform

Almabase has launched a new partnership with Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions. This features a new integration between Almabase online giving pages and 360MatchPro by Double the Donation.

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October 2, 2019

12 minutes

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It can be terribly hard to keep data sane and organized, and even more so when your team’s working with different platforms to store constituent data.

Moving things across several platforms can be a daunting task, but we’ve got you covered. If your institution uses Blackbaud’s Raiser’s Edge NXT to store constituent data, Almabase’s state-of-the-art integration with RE NXT makes data management a breeze. The integration works right out of the box, and with a push of a button, you can have your data flow seamlessly between Almabase and RE NXT.

Read how Northwestern Health Sciences University leverages Almabase & Raiser's Edge integration for their engagement and fundraising needs.

Here’s everything you need to know about Almabase’s integration with RE NXT.

Almabase <> Raiser’s Edge NXT Integration Overview

We started working on this integration with a simple goal – to ensure that your team won’t have to spend resources (and their time) on an expensive third-party solution. That’s why our integration works right out of the box, without the need to set it up manually. With the integration, Almabase and RE NXT can sync multiple data points with the push of a button. What’s more, the data that flows between the platforms is going to be clean and structured, without the hindrance of duplicates. This means that there will be zero compromise on the quality of your data when it flows between systems, which is a huge plus for your IT team.  


We’ve approached our integration to sync data based on three distinct fields, which are:

  • Constituent data
  • Event data
  • Gift data

Each of these fields relates to an engagement touchpoint that a constituent might create through different channels. For instance, imagine an alum makes a gift to one of your campaigns, or another registers to and participates in your next event. All of these data-points will be captured and relayed back to RE NXT through the integration.

Almabase_REnxt_Integration

👥How Constituent data stays in sync on Almabase and RE NXT

With Almabase, your alumni have the option to sign up using social sync (either through LinkedIn, Facebook, or Google). By using social sync to sign up, the platform automatically pulls the latest information of your constituent. This information will be fed back to RE NXT, where their records will be updated. Here’s a look at the data that gets collected and updated:

  • Full name
  • Email ID
  • Phone number
  • Address
  • Profile picture

Constituent_data_sync_up_on_AB_and_REnxt

However, that’s not all. Any time a constituent updates their information while registering for, or participating in an event, the updated information automatically flows back to their record on RE NXT. All of this magic happens behind the scenes, without you or a team member having to lift a finger. This can be a huge time-saver for Advancement Services professionals.


🎟️How event data flows between Almabase and RE NXT

Every time you create an event page on Almabase, the integration syncs key data points of this event (event name, date, description, ticketing details, and so on) with RE NXT. This means that all events created on Almabase will also be reflected in your RE NXT database.


Once an event page is live and open for registrations, you can go to the corresponding event page on RE NXT to view detailed participant information. Here are a few key details that get recorded on RE NXT as soon as your constituent completes their registration:

  • Participant information
  • Ticketing information
  • Payments made for registration
  • Accompanying guests
  • Associated gifts made for the event

Event_data_flows_between_ab_and_REnxt

You can always create custom workflows to dictate how the data should flow back to RE NXT, and which fields they should correspond to. You also have a whole host of options when it comes to printing receipts. All of these features take the stress out of events for your event managers!


💰How Gift data flows between Almabase and RE NXT

Every time a constituent pledges a gift to your giving campaign on Almabase, the data associated with each gift will be reflected on our versatile gift dashboard. Payments made on Almabase can be split into gift amount and services/tickets to accommodate any downstream processes as well. From the dashboard, you have the option of creating a batch of gifts, using a broad set of data filters. Once you’ve created a batch, you can run a workflow to import all the gifts corresponding to that batch into RE NXT. Here are some of the data points that get synced:

  • Gift amount
  • Fund(s) supported
  • Payment method
  • Acknowledgement letters
  • Tributes and honor messages

Gift_flow_between_AB_and_REnxt

Creating a batch of gifts on Almabase is simple, as you have plenty of filters at your disposal. Once gift data flows to your RE NXT database, you can view all your gifts, and even make edits to gift details wherever needed. This can help professionals working with Annual Fund and Major Gifts to plan more effective campaigns and raise more funds.

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So there you have it – an overview of Almabase’s best-in-class integration with Raiser’s Edge NXT. While we tried to cover most of how the integration works, there’s still a lot we couldn’t fit into this blog post, for obvious reasons.

If you want to learn more about how the integration can help set your Advancement Team up for success, we have a blog post just for that.

Get in touch with one of our Alumni Success specialists if you want to see the integration in action - we have a feeling you’re going to like what you see!

AB_Book_a_demo

Almabase 🔁 RENXT | Simplified data processes for your educational institution

Almabase's industry-leading integration with Raiser's Edge NXT has saved Advancement teams from leading institutions in the U.S. countless hours and resources. Find out how the integration works, and see how all your data can move between Almabase and RE NXT.

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April 29, 2022

12 minutes

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