Raiser's Edge NXT Connection Field Mapping

In Online Giving, select Settings.

Under Raiser's Edge NXT connection, select Field mappings.

In the Email type field, select the type of email address — such as Personal or Business — to apply to the email addresses you capture through forms.

Note: In Raiser's Edge NXT, from Control panel, Tables, set email address types in the Phone Types table. For more information, see the Special Tables and Entries topic in the Raiser's Edge NXT help.

In the Address type field, select the type of address — such as Home or Work — to apply to the addresses you capture through forms.

You can also choose whether to mark new addresses as primary when existing constituents enter them through forms. For example, if your organization spells out words such as Street or Lane and a constituent enters an abbreviation, duplicate detection identifies the difference as a new address. To leave existing addresses that are properly formatted marked primary and save new addresses as additional information on constituent records, clear Mark new addresses for existing constituents as primary.

Note: In Raiser's Edge NXT, from Control panel, Tables, set address types in the Address Types table. For more information, see the Tables topic in the Raiser's Edge NXT help.

Tip: To help identify new addresses, use an address type specifically for online forms. For example, create a “for review” address type and set it under Address mapping. When you’re ready to review the addresses, create a query in database view based on the “for review” address type, and then update them as necessary.

In the NANP phone type and Other phone type fields, select the phone types — such as Cell or Home — to apply to the phone numbers you capture through forms.

• Under NANP, select a phone type with a phone number format that follows the North American Numbering Plan (NANP).

• Under Other, select a phone type without a phone number format for all countries that do not follow the NANP.

  Note: In Raiser's Edge NXT, from Control panel, Tables, set phone types and their formats in the Phone Type table. For more information, see the Special Tables and Entries topic in the Raiser's Edge NXT help.

Constituent codes define the high-level affiliations constituent have with your organization, such as online donor. In the Constituent code field, select the code to apply to the constituents who complete donation forms. For more information, see the Constituent Codes topic in the Raiser's Edge NXT help.

Note: In Raiser's Edge NXT, from Control panel, Tables, set constituent codes in the Constituent Codes table.

Tip: The constituent code mapping doesn't apply to online registration forms. To apply a constituent code to all new constituents created through a registration form, set it on the form. For more information, see the Online Registration Form Get Started topic in the Raiser's Edge NXT help.

Select Save.