Connecting Salesforce, Raiser's Edge NXT, or Admire

If your organization maintains a separate constituent database, LevCharity can sync donor records and transactions directly to Salesforce, Blackbaud Raiser's Edge NXT, or Admire. This eliminates manual data re-entry and keeps both systems in sync.

Requirements

• Your LevCharity plan must be Growth or above.
• You'll need admin credentials for the external CRM to complete the OAuth or API key connection.

Setting Up the Integration

1. Go to Settings → Integrations.
2. Find your CRM (Salesforce, Raiser's Edge NXT, or Admire) and click Connect.
3. Follow the authentication steps — for Salesforce, this opens an OAuth login. For Raiser's Edge NXT and Admire, you'll enter API credentials provided by those platforms.
4. Once connected, configure the field mapping — which LevCharity fields map to which fields in your external CRM.
5. Choose your sync direction: typically LevCharity → External CRM (one-way), though bidirectional sync may be available depending on your plan and configuration.
6. Click Save.

What Gets Synced

• New donor records created in LevCharity are pushed to the external CRM.
• New donations (online and logged offline) are created as gift/transaction records.
• Updates to donor profiles (address, phone, email) can be synced based on your field mapping settings.

Troubleshooting Sync Issues

If records aren't syncing as expected:

• Check the Integration Log under Settings → Integrations — each sync attempt is logged with success or error details.
• Common errors include mismatched required fields (e.g., your external CRM requires a phone number, but LevCharity donors don't always provide one). Adjust your field mapping or mark the field as optional in the external CRM.
• If the integration disconnects (e.g., after a Salesforce password change), re-authenticate from Settings → Integrations.