Can 360MatchPro integrate with Blackbaud RE NXT CRM and Donation Forms?

This article walks through how Double the Donation can integrate with both Blackbaud RE NXT CRM and Donation Forms to ensure complete matching gift coverage.

360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at


360MatchPro integrates with a variety of donation tools, allowing its features to work seamlessly with RE NXT donation forms and its CRM. Organizations using both RE NXT products often choose to integrate them each with 360MatchPro, ensuring no matching gift revenue falls through the cracks.


How it Works

The Blackbaud RE NXT integration allows you to seamlessly identify match-eligible donors from your donation forms and automatically pass all offline gifts from your CRM into 360MatchPro. Then, 360MatchPro's automation gets to work, providing the right matching gift next steps to donors to help them drive their matching gift requests to completion.

360MatchPro Exclusion Rules

When integrating a donation form and CRM (like RE NXT) to 360MatchPro, you should ensure that you review our "Managing Multiple Integrations" article, and that you have our default exclusion rules setup to stop duplicate donation records from flowing in to 360MatchPro. This exclusion rule prevents donation records that contain the same email address and donation amount within your desired period of days from being imported into 360MatchPro:


Duplicate donation settings screenshot

Enable the duplicate donations exclusion rule to prevent duplicate donations from flowing into 360MatchPro.


In addition to our standard exclusion rules, you can also set custom exclusion rules within 360MatchPro. This dynamic feature allows you to prevent your desired exclusions from being imported into 360MatchPro.

If you are using multiple integrations, such as a CRM and a donation form, each platform that records donation data might send slightly different amounts to 360MatchPro. For example, one system might include a processing fee in the total donation amount, while the other system removes all fees and just stores the donation portion of the charge as the total amount. In these cases, we highly recommend using the additional filter to exclude records with the same email address and donation amounts within 20% of each other. The 20% buffer is calculated to catch most of these discrepancies based on industry averages for processing fees, platform fees, transaction fees, etc.

Custom exclusion rule screenshotCreate custom exclusion rules to exclude records within 20% donation amounts of each other.

Blackbaud RE NXT: Custom Filters

Upon activating the Blackbaud RE NXT integration, you can also utilize the "Custom Filters" step to ensure your desired data flows from your CRM into 360MatchPro:

Utilize custom filters to ensure you capture the correct information within your 360MatchPro account.

From this setting, you may select your desired object and choose values to include in your 360MatchPro dataflow. Many organizations utilize this feature to ensure that the gifts that will not be captured by their donation forms are indeed captured through their CRM Integration.

For example, if you want to ensure you import all CRM donations with the transaction source of offline gift, you could configure that in this step.

Once your exclusion rules are setup, you can integrate your fundraising tools so that data may begin flowing into your 360MatchPro account. Your online donations will flow from your form, and your other offline transactions will flow from your CRM. Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.

See how the data flows across platforms below:

DTD_RENXT_Donation Forms and CRM - Data flow chart
Using this data, 360MatchPro can automate matching gift messaging and help to drive matching gift requests to completion.


When using 360MatchPro on RE NXT donation forms, fundraisers can identify match-eligible donors during the donation process, and then provide them with a direct link to their matching gift request form on the RE NXT donation confirmation page. 360MatchPro then gets to work to automate tailored, customizable matching gift outreach while tagging and tracking valuable insights. 


Transaction information from RE NXT CRM also flows directly into 360MatchPro, triggering automated email streams. The CRM integration component allows you to access valuable matching gift information from within your RE NXT account. 

Getting Started

To get started, simply set up your 360MatchPro account, then follow the Blackbaud integration guide to hook up your CRM and donation forms. Make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records. 

1. Blackbaud Integration Guide

2. Managing multiple integrations

Blackbaud RE NXT CRM - Donation Forms - 360MatchPro FAQs

Q: I don't have a 360MatchPro account. How do I get one?

A: Visit to request a demo! Make sure you mention that you use RE NXT in your demo request form.


Q: Why should I integrate both my CRM and donation form with my 360MatchPro account? 

A: Integrating all of your available fundraising platforms with 360MatchPro ensures no matching gift record falls through the cracks. By utilizing multiple integrations, your organization can ensure matching gift outreach is conducted for every relevant donation along with actionable insights recorded for each of your match-eligible supporters.

Q: I'm an existing 360MatchPro client. Where do I find my credentials?

A: Login to your 360MatchPro portal at Navigate to "Settings" and then "API Keys". If you do not see your API keys available, you might not have the account tier necessary for this functionality.  To get started with a different account tier, visit
Q: Will matching gift information flow back into either of these platforms?
A: At this time, matching gift information can flow back into RE NXT. 
360MatchPro will send Company Match information back to RE NXT in two places: The Organization constituent record (Company record) and the Gift Record. 
Organization constituent record (Company record): The DTD plugin appears within an add-in tile in your organization constituent records. The Double the Donation search tool pulls the user-inputted freeform text from the “Org Name” field. The plugin presents standardized company name choices from the DTD database. You must select the right company name to view the matching gift policy details. 
Q: How do you avoid duplicate records from flowing in from both the donation form and CRM?
A: RE NXT donation forms and the CRM are designed to work with 360MatchPro - so you can easily prevent duplicates with a couple of clicks. By setting a limit for duplicate donations within your 360MatchPro settings, you can ensure clean data within your 360MatchPro account.

Q: What types of gifts flow from RE NXT CRM into 360MatchPro?
A: The Blackbaud integration processes gift types that are categorized as "Donation", "Recurring Gift Payment", and "Pledge Payment" under the Raiser's Edge NXT section on this page.