ClickBid to Raiser's Edge NXT Integration Tutorial

Matt from ClickBid walks through major updates to the Blackbaud Raiser’s Edge NXT integration, showing how to connect and authorize the integration, choose a campaign, enable one-way auto-sync from ClickBid to Raiser’s Edge every five minutes, and set defaults like purchase/receipt amounts, fund, appeal, and gift type. He demonstrates optional event linking to Raiser’s Edge NXT Events, selecting constituent details (email/phone types) and constituent codes, and explains the new post-event attendee data sync that uses Raiser’s Edge custom fields to store attendee metrics such as total giving and number of bids, with repeat sends updating existing values. He also covers custom data mappings for constituent and gift records, importing bidders from a Raiser’s Edge event into ClickBid, exporting bidders back with options to update or relink IDs, and exporting sales to create gifts in Raiser’s Edge with matching by contact ID or email. 00:00 Intro and Goals 00:16 Connect the Integration 00:43 Core Settings and Auto Sync 01:14 Event Linking and Constituent Options 01:45 Post Event Attendee Sync 02:45 Custom Field Data Mappings 03:42 Import and Export Bidders 04:54 Export Sales to NXT 06:09 Verify Gifts in NXT 06:35 Wrap Up and Custom Field Tips