Historical Import
Bring your past constituents and gifts from Blackbaud Raiser's Edge NXT® into HubSpot, so giving history is complete from day one instead of starting the day RaiserSync was connected.
We pull the records through the Blackbaud API and match each one on its System Record ID, so RaiserSync recognizes every record afterward and nothing is duplicated.
About two weeks. Priced in your plan after the Diagnostic, and works alongside a RaiserSync subscription.
Who it's for
Organizations connecting Raiser's Edge NXT and HubSpot that want past donors and gifts in HubSpot too, for segments, journeys and reporting that look back more than a few months.
What you get
- Past constituents in HubSpot, matched to existing contacts
- Past gifts with dates, amounts, funds, campaigns and appeals
- Records RaiserSync recognizes, so new gifts land in the right place
- A spot-check of records in both systems
- A short summary of what was imported and what was left out
What we do
1. Agree on the scope
Decide with you how many years of gifts to bring over, which constituents to include, and which fields matter for your segments and reports.
2. Pull through the API
Read constituents and gifts from Raiser's Edge NXT through the Blackbaud API. Nothing is written back to Raiser's Edge NXT.
3. Match and load
Match every record on its System Record ID, update existing contacts rather than creating new ones, and load gifts against the right constituent.
4. Check both systems
Spot-check constituents and gift totals in both systems, confirm opt-outs came through, and make sure RaiserSync picks up from where the import ends.
What we need from you
- HubSpot Super Admin access
- A Raiser's Edge NXT supervisor to approve API access
- Decisions on years and fields, made with us in the first week
- A RaiserSync subscription, or one starting at the same time
Not included
Cleaning up records inside Raiser's Edge NXT, data from other systems, and the RaiserSync setup itself (see RaiserSync Implementation).
Questions
Doesn't RaiserSync bring over past gifts?
RaiserSync brings over new gifts and changes from the day it's connected. Historical Import fills in the years before that, so giving history in HubSpot is complete.
Why isn't this priced on the page?
The work depends on how many constituents and how many years of gifts you have, and on how clean the records are. The HubSpot + Fundraising Diagnostic tells us that, and the import is priced in your plan.
Will this create duplicates in HubSpot?
No. Every record is matched on its Raiser's Edge NXT System Record ID, so existing contacts are updated rather than duplicated, and RaiserSync recognizes them afterward.
Want to talk it through first?
Book a 30-minute call. We'll learn how much history you want in HubSpot and whether the Diagnostic is the right first step.
Blackbaud and Raiser's Edge NXT are trademarks or registered trademarks of Blackbaud, Inc. RaiserSync is a product of Yodelpop. HubSpot is a registered trademark of HubSpot, Inc.