Blackbaud Raiser's Edge NXT® and HubSpot implementation
For organizations already sending email from HubSpot that want Raiser's Edge NXT connected properly, not just switched on. We clean up first, connect RaiserSync, make sure opt-outs are respected everywhere, and set up your gift officers. We call this RaiserSync Implementation.
It's priced after the HubSpot + Fundraising Diagnostic, in one proposal with three options, so the work fits what we actually find in your data.
About 12 weeks. Requires a RaiserSync subscription, billed separately.
Who it's for
Organizations with HubSpot already set up and sending email, that want gifts and constituent data from Raiser's Edge NXT in HubSpot without creating duplicates or emailing people who opted out.
New to HubSpot? HubSpot onboarding for nonprofits includes the full portal setup.
What you get
- RaiserSync running and matched to your existing contacts
- Opt-outs respected in every marketing email and workflow
- A gift officer workflow that logs calls and meetings as Raiser's Edge NXT Actions
- Donor segments and a giving dashboard
- Training for both teams, recorded
- A one-page record of how your sync is set up
What we do
1. Clean up before connecting
Merge the HubSpot duplicates the Diagnostic found, and add System Record IDs to your existing contacts with one import so they match when the sync starts.
2. Connect and configure
Install RaiserSync, connect Raiser's Edge NXT, confirm the first gifts and changes arrive, and turn on attributes (up to 25), relationship types, membership and any extra “no email” solicit codes.
3. Opt-outs everywhere
Confirm the Raiser's Edge NXT email opt-out is filled in for everyone, build the exclusion list, and add it to every active marketing email and workflow.
4. Gift officer setup
Map HubSpot owners to Raiser's Edge NXT fundraisers, build a workflow that logs calls and meetings as Actions, and show gift officers where email engagement appears on the constituent record.
5. Check, report and train
Spot-check 25 constituents and 25 gifts in both systems, watch sync health for a week, build donor segments and a giving dashboard, and train communications and development separately.
What we need from you
- HubSpot Super Admin access
- A Raiser's Edge NXT supervisor
- A gift officer for the Actions setup
- A weekly 30-minute check-in
Not included
Past donors and gifts (see Historical Import), donor journeys beyond the basics, and other integrations.
Questions
Why not just install RaiserSync ourselves?
You can. Implementation is for teams that want the cleanup, opt-outs and gift officer setup done for them, and checked in both systems.
Does RaiserSync write gifts back to Raiser's Edge NXT?
No. Gifts come one way, from Raiser's Edge NXT into HubSpot.
Should we do the Diagnostic first?
Yes. Implementation is priced after the HubSpot + Fundraising Diagnostic, which finds the duplicates and field decisions it depends on.
Want to talk it through first?
Book a 30-minute call. We'll learn where you are 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.