Configure The Raiser's Edge Integration Fields

When you configure the integration fields between ResearchPoint and the Raiser's Edge, you determine which specific data you want to synchronize between the two solutions. You can also determine which Raiser's Edge data you want to see in ResearchPoint.

We recommend after you set up the configuration to create research lists, with a maximum of 2,000 members, to sync between ResearchPoint and the Raiser's Edge. You can still sync prospects individually, however research lists are a more efficient way to keep your databases updated.

Tip: Want more detail about the configurable fields? When you select each data option, a description appears with additional information about which information syncs..

You can revisit these settings at any time to update the configuration.

Do you want to add data from the prospect record in ResearchPoint to The Raiser's Edge? On the Sync to The Raiser's Edge tab, you select which data is important to add to the constituent record in The Raiser's Edge.

Tip: ResearchPoint does not send any wealth data to The Raiser’s Edge that has not been confirmed.

Currently, you can sync the following information from ResearchPoint to The Raiser's Edge:

  • Contributions (FEC and Philanthropic)

  • Estimated Wealth (value and range)

  • Major giving capacity (value and range)

  • Model scores and ratings

  • Overall rating

  • Social media summary

  • Summary business assets

  • Summary income and compensation

  • Summary other assets

  • Summary real estate assets

  • Summary securities holdings

Do you want to add data from The Raiser's Edge constituent record to ResearchPoint? On the Sync from The Raiser's Edge tab, you select which data is important to add to the prospect record in ResearchPoint. If you select to add giving summary data, you can also select whether to include soft credits or not, and which gift types are important to you. Currently, you can sync the following information from The Raiser's Edge to ResearchPoint:

  • Biographical information

  • Giving summary

  • Phone information

  • Preferred address information

  • Primary business information

  • Primary solicitor information

With Blackbaud Web Services, we now enable you to select which Raiser's Edge data to view in ResearchPoint. You can select to view addresses, phones/emails/links, and solicitors on the prospect record's Biographical Information, Contact and Relationships tabs. This view-only information can help you determine if you are researching all the prospect's known addresses as well as if you have the most up-to-date contact information on the prospect record. This contact information pulls the latest from Raiser's Edge, no sync required!

After you configure fields and save, you return to the The Raiser's Edge Integration page. You are now ready to Enter Raiser’s Edge Credentials.