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 https://360matchpro.com/demo-request/.
Step-by-Step: Integrate 360MatchPro into Raiser's Edge NXT
This section of the integration guide is intended to help organizations establish a direct link between 360MatchPro and Raiser's Edge NXT. Once a direct link is established, new donation records in Raiser's Edge NXT will automatically flow into 360MatchPro. In the 360MatchPro platform, donations will enter automated email streams to drive the employer matching process to completion.
Phase 1: Setup within Raiser's Edge NXT
Step #1: Log in to your Raiser's Edge NXT account. Navigate to "Applications" and select "Add application."
Step #2: Locate the 360MatchPro by Double the Donation. Select "Connect."
Phase 2: Setup within 360MatchPro
Step #1: Log in to your 360MatchPro account. Navigate to the "Integrations" tab under "Settings." Navigate to the Blackbaud logo and select "Sign in with Blackbaud."
Step #2: Enter your Blackbaud credentials on the next screen to sign in, and then select "Authorize" on the next screen.
(Note: If you are signed in to Raiser's Edge NXT within the same browser, the next screen will automatically recognize your Blackbaud account and autofill your credentials.)
Congratulations! The 360MatchPro app should appear in the Connected Apps tab of your Applications list within Raiser's Edge NXT.
The 360MatchPro add-ins will also appear within your Organization Constituent Records and Gift Records.
Blackbaud Raiser's Edge NXT - Troubleshooting Common Issues
Problem: You want to ensure only the most recent, relevant gifts flow from Raiser’s Edge NXT into 360MatchPro.
Solution: You can set import criteria within 360MatchPro. Navigate to "Settings" and then "Integrations" to access these configuration settings for your Blackbaud integration. Locate the "Import Criteria" section. Select the number of days you wish to use as your cutoff. Donations older than the number of days you choose will not be imported into 360MatchPro. If donations enter Blackbaud on a real-time basis, we recommend 1 or 2 days. If donations are loaded into Blackbaud less frequently (e.g. weekly), we suggest that you go back further (e.g. 7 days).
Note: our system is importing records based on the listed Date of the Gift, not the Posted Date (the date the gift is manually added to Raiser’s Edge NXT). This may impact which records are flowing into 360MatchPro, and exclude otherwise qualified records.
Problem: You want to exclude donations from certain campaigns or funds from flowing into 360MatchPro.
Solution: You can set filtering within 360MatchPro. Navigate to "Settings" and then "Integrations" to access these configuration settings for your Blackbaud integration. Locate the "Exclude donations from specific campaigns" and "Exclude donations to specific funds" sections. Select the checkbox for the campaigns or funds from which you wish to exclude donations entering 360MatchPro. Select "Save Exclusions." Donations from the campaigns or funds you select will not be imported into 360MatchPro.
Problem: You want to set or remove custom filters for exclusions.
Solution: You can set filtering for inclusions within 360MatchPro. Navigate to "Settings" and then "Integrations" to access these configuration settings for your Blackbaud integration. Locate the "Filters" section.
Use the "select field" dropdown to select the field you wish to use to filter donations.
Once selected, set your criteria using the dropdown options. Select "Save Filter." Donations that meet the filter you set will be imported into 360MatchPro. In the following example, any anonymous donations will be imported into 360MatchPro.
Remove filters using the "Remove" button.
Problem: You want to filter records based on solicit or consent codes.
Solution: Those options are available in the custom filter as illustrated in the following example.
In the preceding example, records are imported into 360MatchPro only if the donor has not opted out of emails and does not have a ‘Do not solicit’ code.
Note: If you set up business rules to automatically add/remove solicit codes in Blackbaud when managing constituent consent, you’ll only need to include solicit codes (and not consent codes) in 360MatchPro’s filtering criteria.
Problem: You want to filter out records that are part of your org’s payroll deduction.
Solution: That option is available with a custom filter as illustrated in the following example.
In the preceding example, records are imported into 360MatchPro only if the custom Payroll Deduction gift field is labelled false for a donation record, OR if the field is missing. No records where the custom Payroll Deduction field is labelled true will be imported. This setup allows records where payroll deduction data is simply not present to be imported.
Blackbaud Raiser's Edge NXT - Double the Donation FAQs
Q: I don't have a 360MatchPro account. How do I get one?
Q: Which gift records are pulled from Raiser's Edge NXT into 360MatchPro?
A: New gift records are pulled into 360MatchPro every 30 minutes when:
- They are from individuals, not businesses.
- They have an email address associated with them (when the "email address" field is not null or blank).
- They aren't flagged as "do not email."
Q: Do I need to be an administrator within my Raiser's Edge NXT account to follow these integration steps?
A: The individual completing these steps should be either an "Administrator" or a "Supervisor" within Raiser's Edge NXT. User access can be adjusted under the "Security" tab of the Control Panel.
Q: If a constituent has multiple email addresses, which one will be pulled into 360MatchPro?
A: The address that is marked as the contact's primary email address within your Blackbaud account will be pulled into 360MatchPro. If there is no address marked as primary, the first active email address listed for this constituent will be pulled into 360MatchPro.
Q: Why do donation records appear to be one day behind?
A: The timestamps on Blackbaud Raiser's Edge gifts are missing time zones, so they are processed using the standard GMT time zone by default. Learn more here.
Q: What gift types are processed through this integration?
A: The Blackbaud integration processes gift types that are categorized as "Donation", "Recurring Gift", and "Pledge Payment" under the Raiser's Edge NXT section on this page
This graphic also shows the different Raiser's Edge NXT gift types. The red boxes indicate that these gifts will be processed by 360MatchPro. The other gift types are not included:
Q: Where can I embed Double the Donation's matching gift search plugin?
A: We recommend that you incorporate Double the Donation's matching gift search tool across your broader fundraising. To install the search tool anywhere on your website, simply copy and paste the Embed Code from your 360MatchPro portal.
We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages.
Take a look at an example from the Cat Rescue Club: