Raiser’s Edge NXT and HubSpot integration
RaiserSync brings your Raiser’s Edge NXT constituents and gifts into HubSpot within minutes of each change. Every gift lands as a Deal on the right contact or company, so your team can segment, personalize, and report on actual giving instead of working from last quarter’s export.
RaiserSync is a published HubSpot Marketplace app with pre-built mappings. Install it, connect both systems, and gifts start syncing. We maintain it, so you don’t have to pay for or look after a custom build.
We highly recommend RaiserSync™ to other nonprofits seeking to connect Raiser's Edge to HubSpot’s all-in-one marketing platform. It's made our work a lot more efficient since we don't have to worry about the manual exporting and importing process–but the biggest benefit has been to have more timely communication with our donors and see the revenue coming into our HubSpot dashboards daily.
Susan Hedstrom
Executive Director, Foundation for Prader-Willi Research
Read the case study: how FPWR connected Raiser’s Edge and HubSpot with RaiserSync
Your donor data, in HubSpot’s CRM where it belongs
RaiserSync uses HubSpot as a real CRM. Individuals become Contacts, organizations become Companies, and each gift becomes a Deal in its own Donation pipeline, attached to whoever gave it. That’s what lets you build fundraising reports in HubSpot, and it’s the part most Raiser’s Edge connectors skip.
| From Raiser’s Edge | Into HubSpot |
|---|---|
| Individual constituents | HubSpot Contacts. |
| Organization constituents | HubSpot Companies. |
| Gifts | HubSpot Deals in a Donation pipeline, associated to the contact or company. |
| Recent action | The most recently completed Action, on the HubSpot contact record. |
| Communication preferences | Do not email, mail or call, onto HubSpot contact records. |
| Secondary email addresses | HubSpot contact records. |
| Contact and company edits made in HubSpot | Raiser’s Edge constituent records, changed values only. |
| Recent marketing activities | The latest HubSpot email and website activity, in Raiser’s Edge custom fields. |
Only mapped fields sync, and the mappings are the same for every customer.
What teams do with it
Thank first-time donors from the right appeal
When someone’s first gift syncs, a HubSpot workflow can enroll them in a welcome series written for the appeal or fund they gave to. Nobody has to pull a list and upload it on Monday.
Segment on real giving history
Build HubSpot lists of donors who gave last year but not this year, donors above a giving level, or organizations that have given more than once. Because gifts are Deals, those lists stay current as new gifts come in.
Report on revenue and marketing in one place
Put gift totals by month, campaign or fund on the same HubSpot dashboard as your email and website performance, and see which campaigns your donors interacted with before they gave.
Give development staff the marketing picture
Each constituent’s latest email and website activity writes into Raiser’s Edge every three hours, so gift officers can see who has been reading your emails before they pick up the phone.
The details your data person will ask about
Timing
Gift, constituent and action changes in Raiser’s Edge usually reach HubSpot within a few minutes. RaiserSync listens for changes as they happen and queues them, so a large batch of gift entry gets worked through in order rather than dropped. HubSpot engagement data writes to Raiser’s Edge every three hours.
Matching and duplicates
RaiserSync matches records on the Raiser’s Edge system record ID, which it stores on the HubSpot record. That ID never changes, unlike the editable constituent ID, so a constituent the integration has already synced won’t be duplicated. If no record has that ID yet, RaiserSync looks for a match by email address before creating a new one.
When records get created
Every new constituent is created in HubSpot as soon as it’s added in Raiser’s Edge, whether or not they’ve given, and edits refresh the full set of mapped fields.
Retries and support
Each sync event is recorded with its status, the record involved, the time, and how many retries it took. Temporary errors retry on their own. If a record doesn’t sync, we can see why and fix it. Contact sync@yodelpop.com.
Pricing
One plan with everything: gifts and donors in HubSpot for marketing and reporting, plus HubSpot updates and engagement data going back into Raiser’s Edge.
$367 per month or $3,950 per year
Gifts sync as Deals in a Donation pipeline. Individuals and organizations become Contacts and Companies as soon as they’re created, along with each contact’s most recent completed Action, communication preferences and secondary emails, and updates cover every mapped field. Temporary errors retry automatically.
Contact and company edits made in HubSpot write back to Raiser’s Edge (changed values only), and each constituent’s recent marketing activity writes to Raiser’s Edge every three hours.
You subscribe inside HubSpot when you install, monthly or annually, and an invoice is issued with each payment.
RaiserSync syncs changes going forward. Bringing in historical gifts and constituents is a separate import project, which we can scope with you.
Raiser’s Edge stays your system of record
Your gift records are audited financial data, and we treat them that way. Gifts flow one way, from Raiser’s Edge into HubSpot. Nothing in HubSpot can create, change or delete a gift in Raiser’s Edge.
The write-back to Raiser’s Edge is limited to contact and company details. Only values that actually changed in HubSpot are sent, and an empty field in HubSpot never erases data in Raiser’s Edge. HubSpot engagement data goes into custom fields, so it sits alongside your constituent records without replacing anything your development team maintains.
Getting started
You’ll need a Raiser’s Edge NXT subscription and a HubSpot subscription.
- Install RaiserSync in HubSpot and subscribe, monthly or annually.
- Connect Raiser’s Edge NXT from the RaiserSync settings in HubSpot. If someone else manages Raiser’s Edge, send them a secure link to sign in with Blackbaud. They don’t need a HubSpot login.
- New and updated gifts start syncing within minutes.
Some teams are new to HubSpot, and some have Raiser’s Edge data that needs cleanup before it syncs well. Yodelpop is a HubSpot Platinum Solutions Partner that works with nonprofits, and we can help with HubSpot setup, data cleanup, and importing your historical giving.
Frequently asked questions
Does Raiser’s Edge NXT integrate with HubSpot?
Yes. RaiserSync is a HubSpot Marketplace app that syncs Raiser’s Edge NXT constituents and gifts into HubSpot, with gifts stored as Deals.
How quickly do gifts show up in HubSpot?
Usually within a few minutes of being entered or updated in Raiser’s Edge.
Who needs to sign in to Raiser’s Edge?
Someone with supervisor (full admin) rights in Raiser’s Edge NXT. They can do it from a secure link sent from HubSpot and don’t need a HubSpot login.
Will it create duplicate contacts?
RaiserSync matches on the Raiser’s Edge system record ID, which doesn’t change, so records it has already synced won’t be duplicated. For records it hasn’t seen before, it checks for an email match before creating anything new.
Does it bring over my past gifts?
No. RaiserSync syncs changes from the day you connect it. Historical data can be imported as a separate project, and we can scope that with you.
Does every Raiser’s Edge field sync?
No, only the mapped fields.
Can we change the field mappings?
No. RaiserSync uses the same pre-built mappings for every customer. That’s what keeps setup fast and lets us maintain and improve the app for everyone.
Can HubSpot overwrite our Raiser’s Edge data?
Contact and company changes made in HubSpot are written back, but only changed values, and blank fields never overwrite existing data. Gifts are never changed from HubSpot.
Why isn’t a constituent showing up in HubSpot?
Constituents are added to HubSpot as soon as they’re created in Raiser’s Edge. If one is missing, email sync@yodelpop.com and we’ll look it up.
What happens when a sync fails?
Temporary errors retry automatically. If something still doesn’t sync, we can see why and help fix it.
Get your gifts working in HubSpot
Install RaiserSync and your next gift in Raiser’s Edge will show up in HubSpot as a Deal a few minutes later. If you’d like help with setup, cleanup, or bringing in your giving history first, we’re happy to talk it through.