We are constantly adding new capabilities to our integration with Raiser’s Edge NXT to help you create delightful alumni experiences while minimizing the resources and time you spend collecting, cleaning, reporting, and updating data.
Published:
July 19, 2024
Updated:
Pulling lists and updating constituent data, and updating information in Raiser's Edge is now even more efficient! While admins can pull data from Raiser's Edge independently with minimal effort, they still need to pull lists every time they want to pull constituent data, which requires them to keep moving between Almabase and RE. As we continuously make the database processes more efficient, we want to simplify how you create new records, pull lists, and fix errors seamlessly.
And that’s precisely what we’ve done with our latest auto-pull feature!
Dive in to find out more.
.avif)
The auto-pull feature lets you set up and update RE lists and queries through multiple one-time and auto-recurring pulls, simultaneously. If a new profile or record is added to RENXT, the recurring pull will automatically add new information from RENXT to the directory, improving data accuracy. Admins can save time by setting up daily, weekly, or monthly auto-pulls.
Note: Recurring pulls allow admins to add only new constituent information without updating existing records, as the sync system handles updates. For bulk updates, administrators should create a separate one-time pull session with the recurring pull option disabled.
.avif)
The new auto-pull feature streamlines email list management on Almabase. With the auto-pull update, admins can pull constituent data for email lists. For example, if you establish a daily pull for a list with 100 records on RENXT, any changes—such as adding or removing records—will be automatically reflected in your Almabase list. This means new records will be created for constituents not already on Almabase, and existing records will be updated accordingly.
Note: Almabase will periodically pull data from the RE list or RE query, and depending upon the type of configuration, it will add/remove constituents from the email group or list of records on Almabase.
.avif)
The new sync data dashboard lets you set up and manage: set upone-time or recurring and view historical pulls, all in a single dashboard. If there are any errors in constituent records or email lists, you can fix them directly within the same dashboard by clicking on the "Fix errors" button, eliminating the need to switch different tabs on Almabase or RENXT.
If you’re an Almabase customer, simply log into the platform's database settings to create your first auto-pull session.
If you’re not an Almabase customer, click here to learn more about our industry-leading integration with Raiser’s Edge NXT.
Subscribe
See how modern advancement teams bring alumni engagement and fundraising together.
Plan faster. Execute better
Explore free templates designed for alumni and fundraising teams.