Integrating Raiser's Edge NXT with CallHub

CallHub offers simple integration with Blackbaud’s Raiser's Edge NXT, enabling nonprofits to seamlessly connect their texting campaigns with donor management and fundraising activities.

To connect Raiser's Edge NXT with CallHub, you need to navigate to the Integrations section of your CallHub account. Click "Connect" under the Raiser's Edge NXT tile to proceed with the connection.

You'll need to enter your CRM's login details to connect it with CallHub. Once connected, you will be redirected to the "Settings" section of the integration. 

Here, you need to map CallHub's contact fields with the Raiser's Edge field to ensure the contact data from CRM is added to the correct fields on CallHub. 

Note: Upon connecting Raiser's Edge NXT with CallHub, a custom field with RECIDXXXXXX will be created on CallHub, and the Constituent ID will be automatically mapped to it. 

While setting up the mapping, it is also important to select the checkbox for the option "Create a new contact in CallHub...." 

⚙️ How does this work?

The CallHub system tries to match the donor information with the donor's phone number. If the system cannot match the phone number with any existing record on Raiser's Edge, a new contact will be created. This is why we always recommend including a "Phone number" field in the donation form.

Note: The Raiser's Edge Integration(webhook) does not help identify which donation form the donation is received by. In this case, the donation details will be added to the most recent Text-To-Donate campaign, which the donor is a part of. The donation details will still appear on the donor’s contact profile as usual.

📊 What data is available on CallHub from Raiser's Edge?

The data from Raiser's Edge NXT is captured with regard to the Constituent ID and the Gift ID when a donation is received. 

For a Constituent (Donor), the primary information that will be captured is First & Last name, phone number, and the email address. 

For the Gift (Donation), the captured information includes the amount received, the highest donation received, and the total donation received. 

Note: The Raiser's Edge NXT donation form links can be used only in one campaign at a time. If you wish to use the same donation form link in a different campaign, you need to stop the campaign that is already using it.