1. Knowledge Base | Double the Donation
  2. Integrations
  3. Double the Donation Matching Integration Guides

Does Double the Donation integrate with Blackbaud Raiser's Edge NXT (RENXT)?

This article provides a comprehensive guide on integrating Double the Donation with Blackbaud Raiser's Edge NXT (RENXT) to maximize matching gift opportunities.

Section 1: Establishing a Connection Between Double the Donation Matching and Raiser's Edge NXT

Phase 1: Setup within Raiser's Edge NXT

Phase 2: Setup within Double the Donation Matching

Section 2: Adding Double the Donation Matching to your RE NXT donation forms

Blackbaud Raiser's Edge NXT - Common Customizations

Troubleshooting Common Issues

FAQs

 

Double the Donation 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 Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.

Watch a video version of this integration guide here. (note: this video is an abbreviated guide.)

Section 1: Establishing a Connection Between Double the Donation Matching and Raiser's Edge NXT

Phase 1: Setup within Raiser's Edge NXT

Follow these steps to install Double the Donation Matching in your Raiser's Edge NXT account:

1. Log in to Raiser's Edge NXT

  • Go to the Blackbaud Marketplace and search for the Double the Donation Matching app.

Marketplace

  • Click Get Started to begin installation.
    (Note: Organization and Solution Admins must have Marketplace permissions in order to install the Double the Donation Matching application.)

Marketplace Overview

Phase 2: Setup within Double the Donation Matching

1. Log in to Double the Donation 

  • Navigate to the Integrations tab and click Browse.
  • Search for Raiser's Edge NXT and click Activate Integration.

Activate Integration

2. Authorize the Connection

  • You will be redirected to the top of the screen. Click Sign in with Blackbaud and enter your credentials to complete the connection.
    (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.)

  • Authorize the connection between Double the Donation and Blackbaud. 

Authorize

 

Congratulations! The Double the Donation Matching app should appear in the Connected Apps tab of your Applications list within Raiser's Edge NXT.

 

Screenshot 2025-01-08 101523 (1)

 

The Double the Donation Matching add-ins will also appear within your Organization's Constituent Records and Gift Records.

Section 2: Adding Double the Donation Matching to your RE NXT donation forms

Note: You must follow the steps in Section 1 to establish a connection between RE NXT and Double the Donation Matching before adding the tool to your donation form as outlined in Section 2.

Follow these steps to integrate the Double the Donation Matching Gift Search Tool into your donation forms:
1. Log in to Raiser's Edge NXT
  • Navigate to the left permanent side bar side and select Online Giving.

renxt step 1

  • Select Overview and then select All donation forms on the right-hand section of the screen.

renxt step 2


2. Edit the Donation Form

  • Select the form you wish to edit and click Edit Form.

Edit form

3. Add the Matching Gift Tool

  • In the Form section, go to the Add-ins tab. Drag the Double the Donation Matching Gift Search Tool onto the form wherever you would like the search tool to appear.
  • The tool will then provide context into usage and customization options.

Screenshot 23-01-2025 at 13.51 (1)

4. Finalize Setup

  • Click Done. The tool is now added to your donation form and confirmation page.

Blackbaud Raiser's Edge NXT - Common Customizations

You can customize how donations flow from Raiser's Edge NXT into Double the Donation.

Import Criteria: Excluding Older Donations

1. Navigate to IntegrationsManage.

2. Locate the Import Criteria section.

3. Set the number of days after which donations should no longer be imported.

  • Recommendation: Set this to a minimum of 7 days to capture all recently imported donations.

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 Double the Donation Matching, and exclude otherwise qualified records.

Excluding Donations from Specific Campaigns or Funds

1. Navigate to IntegrationsManage.

2. Locate the Exclude donations from specific campaigns and Exclude donations to specific funds sections.

3. Select the campaigns or funds you wish to exclude and click Save Exclusions.

Click here to learn more about exclusions and inclusions.

Using Custom Filters to Include or Exclude Donations

1. Navigate to IntegrationsManage.

2. Locate the Custom Filter section.

3. Use the Select Field dropdown to choose the field you want to filter donations by.

 

The image below shows an example with Fund: ID as the selected filter. Other common fields used to create filters include Constituent Code and Solicit Code

4. Once you select the field, set your criteria using the dropdown options.

  • To include records with the selected criteria, use equals or is one of
  • To exclude records with the selected criteria, use does not equal or is not one of

5. Select Save Filter. Donations meeting the filter criteria will be imported into Double the Donation Matching.

6. Click trash icon at the end of the filter to delete any filters you no longer need. 

Filter Donation Records Based on Multiple Sets of Criteria

1. Navigate to IntegrationsManage.

2. Locate the Custom Filter section.

3. Create a Filter Group:

  • In the Custom Filter section, click Add New Group. This creates a shaded box where you can include multiple conditions (e.g., Option A OR Option B).

4. Set Criteria for the Group:

  • Choose whether the donations must meet "All" or "Any" of the conditions to be included.
    • "All" means all conditions must be true.
    • "Any" means at least one condition must be true.

5. Finalize the Filter:
  • Set the specific field and value for each condition. This enables the use of both AND (All) and OR (Any) conditions simultaneously to filter your donation records.

 

Tip: When using exclusionary criteria (e.g. does not equal) use All. When using inclusionary criteria (e.g. equals) use Any

Troubleshooting Common Issues

Integration Disconnects After User Leaves

  • Solution: Reconnect using a general user profile (e.g., donations@yourorg.org) to avoid issues with staff turnover.
  • Navigate to IntegrationsManageRemove Integration and reconnect following the instructions in this guide.

Donations Not Entering Double the Donation

  • Solution: Double-check your filter settings.

  • Navigate to IntegrationsManageCustom Filters.
  • Select Preview Records to see if donations are being blocked by the filters you configured. If that is the case, you'll see a message that says, "Blocked by Filter."
  • Refer to the instructions here for how to correctly configure filters.  

"Request Likely Timed Out" Error

  • This error is typically caused by large data transfers. It can be resolved by adjusting the import criteria from 30 days to 8 days, reducing the load on the system.

 

FAQs

Q: I don't have a Double the Donation Matching account. How do I get one?

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

 

Q: Which gift records are pulled into Double the Donation Matching?

A: New gift records are pulled into Double the Donation Matching 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 are not flagged as "do not email."

 

Q: Constituent records marked as "do not contact" or "request no email" are still entering Double the Donation. How do I prevent this? 

A: Double the Donation only automatically excludes gift records tagged as "do not email" in RE-NXT. To exclude other constituent records, you can configure custom filters to exclude certain solicit codes or add records to the blocklist following the instructions in this guide

 

Q: Do I need to be an administrator within my Raiser's Edge NXT account to follow these integration steps?

A: Yes, both Solutions Admin and Organization Admin roles can grant access, provided they have marketplace permissions. User access can be adjusted under the "Security" tab of the Control Panel. For more details on administrator roles, refer to the administrator roles documentation. 

 

The below image shows a RE-NXT user with the correct Admin permissions for the Marketplace:

 

Q: If a constituent has multiple email addresses, which one will be pulled into Double the Donation Matching?

A: The primary email address listed in your Blackbaud account will be used. If no primary email is set, the first active email address associated with the constituent will be used for matching.

 

Q: Where is the identifier in Double the Donation pulled from?

A: The unique identifier pulled into Double the Donation from RE-NXT is the Gift ID. 

 

Q: Why do donation records appear to be one day behind?

A: The timestamps for donations in Raiser's Edge NXT do not include time zones, which results in processing using the standard GMT time zone by default. This may cause the records to appear one day behind. Learn more here.
 
Q: What gift types are processed through this integration?
A: The integration processes the following gift types from Raiser's Edge NXT:
  • Donation
  • Recurring Gift Payment
  • Pledge Payment
 
Q: How does the two-way sync work?
A: Double the Donation Matching syncs Company Match information back to RE-NXT in two places. The two-way sync only applies to records coming from RE-NXT CRM. This does not apply to records coming from NXT donation forms or other sources. 
 
1. Organization Constituent Record (Company Record):
  • The DTD plugin appears as an add-in tile within organization constituent records.
  • The tool pulls the user-inputted freeform text from the “Org Name” field and presents standardized company name options from the DTD database.
  • Select the correct company to view matching gift policy details.
2. Gift Record:
  • The matching gift status is updated in real-time within the gift record.
  • This appears for any gift record that has a corresponding record in the matching module.
  • The tile displays the company name and status, with a flyout option for detailed matching gift information.

The below image shows an example of how the Double the Donation tile will appear on the gift record when a company has been selected:

 

 

Q: How can I use donors' titles and preferred name fields in Double the Donation Matching messaging?
A: To include Title and Preferred Name fields in your messaging, follow these steps:
  1. Navigate to IntegrationsManage.
  2. Check the boxes under "Sync Fields".
Both Title and Preferred Name will now be available as custom fields in Double the Donation Matching. For further details on using these fields in emails, see the support article here.
 
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 matching module. 
 
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:
 
 
Q: Where can I learn more about the Double the Donation Matching and Blackbaud Raiser's Edge NXT integration?
A: Navigate to our partner landing page to learn how Double the Donation Matching and Blackbaud can increase your matching gift revenue!