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This field is for validation purposes and should be left unchanged.
Your details
Your Name
(Required)
First
Last
Your Email
(Required)
Your Organisation
(Required)
Database configuration
Which CRM are you using?
(Required)
Raiser's Edge NXT
Blackbaud CRM
HubSpot
Microsoft Dynamics
Salesforce
Other
Update Mode
(Required)
Match existing records only (no new records created)
Match existing records or add new ones if none found
Update existing records only (do not add new ones)
Choose whether constituent records are updated or just matched
Matches include just the email address?
YES
We use various methods to find a matching constituent in RE for the donor. If this option is selected we will also check for just and email match
Recurring gift split details
MIXED: Use the recuirring gift fund and the payment amounts details, blank CAP details
BOTH: Use the recurring gift CFAP and the payment amount details
DEFAULT: Use the recurring gift CFAP and amount details
PAYMENT: Use the payment CFAP and amount details
Determine which campaign, fund, appeal and package (CFAP) and amount details to use, the recurring gifts for the current payment details
Default country
(Required)
Which Country do you have set as the default inside your Raiser's Edge settings?
Address type
(Required)
Email type
(Required)
Donation source (Single gift)
(Required)
Stripe field to use when searching the stripe mapping sheets for Campaign, Fund, Appeal and package.
Donation Source (Recurring Gift)
(Required)
Stripe field to use when searching the stripe mapping sheets for Campaign, Fund, Appeal and package.
Constituent code - Single
(Required)
Constituent code to use for a donor who makes a single(one-off) donation
Constituent code - Recurring
(Required)
Constituent code to use for a donor who makes a recurring donation
Exclude Constituent codes
(Advanced and optional) Records of these constituent codes are excluded from the matching process.
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Platform
Raiser's Edge NXT
Blackbaud CRM
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Organisation
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APPNAME
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Last Name
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Phone
Organisation
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