Skip to main content

Mapping fields to Raiser's Edge NXT

Dive into the details on mapping Instrumentl data to fields in RENXT

Written by Sindie
Updated over a week ago

Instrumentl’s Raiser's Edge NXT integration provides a one-way sync of data from Instrumentl to RENXT. This streamlines your workflow by reducing duplicate data entry, enriching funder constituent records, and giving your organization’s broader fundraising team deeper insights directly within RENXT.

This article focuses on mapping fields between Instrumentl and RENXT when configuring your integration. Please refer to our main Raiser's NXT Integration Guide first for more information on overall capabilities and full setup instructions.


➡️ Mappable Fields

Many Instrumentl Funder, Opportunity, and Task fields can be mapped to corresponding Raiser's Edge NXT fields. See the Instrumentl to RENXT field name mapping tables below to verify which fields can be synced.

Custom Fields

Custom Fields in Instrumentl can be mapped to Custom Fields in Raiser’s Edge, provided they are the same data type, though there are some parameters to keep in mind:

🚫 The RENXT Integration does not support the following field types:

  • Y/N (Yes/No)

  • # Number

  • Picklists (dropdown with multiple selections)

🚫 RENXT does not support line breaks in Custom Fields, so any line breaks in Instrumentl’s long-text fields won’t persist when synced.

🚫 RENXT does not support emojis 🙃. Any emojis in Instrumentl Custom Fields will render as in RENXT.

✅ The RENXT integration does support text, date and currency fields.


💰 Funders

Instrumentl Record

Instrumentl Field

RENXT Record

RENXT Field

Notes

Funder

Name

Constituent

Name

Syncs only once (can be edited)

Funder

Constituent

Date Added

Auto-set to the date the record was first synced

Funder

EIN

Constituent

Import ID

Unique identifier if EIN unavailable

Funder

EIN

Alias

Name

Funder

Funder website

Contact Information

Online presence

Optional—select Type in settings

Funder

Instrumentl Profile [990 Report URL]

Contact Information

Online presence

Optional—select Type in settings

Funder

Address

Contact Information

Addresses

Optional—select Type in settings

Funder

Phone

Contact Information

Phone numbers

Optional—select Type in settings

Funder

Funder Notes

Note

[Text]

Optional—select Type in settings

Funder

Note

Date

Syncs only once (can be edited)

Constituent

Type

Auto-set by RENXT as 'Organization'


📜 Opportunities

Instrumentl Record

Instrumentl Field

RENXT Record

RENXT Field

Notes

Opportunity

Name

Opportunity

Name

Opportunity

Purpose

Opportunity

Purpose

Selected at initial sync

Opportunity

Status

Opportunity

Status

Map in Integration settings

Opportunity

Full Proposal Deadline

Opportunity

Deadline

Opportunity

Full Proposal Submission Date

Opportunity

Ask Date

Opportunity

Expected Notification Date

Opportunity

Expected date

Opportunity

Date Notified

Opportunity

Funded Date

Opportunity

Amount Requested

Opportunity

Ask Amount

Opportunity

Amount Awarded

Opportunity

Funded Amount

Opportunity

Opportunity Notes

Note

[Text]

Optional—select Type in settings

Opportunity

Note

Date

Only syncs once when Note is added (can be edited)


☑️ Tasks

Instrumentl Record

Instrumentl Field

RENXT Record

RENXT Field

Notes

Task

2013Windows 11 24H2 August 2025 Update

[Task checkbox]

Action

Completed

Action

Category

'Task' by default

Task

Type

Action

Summary

Mapped to 2 RENXT fields: Summary & Type (see below)

Task

Type

Action

Type

Map in Integration settings

Task

Description

Action

Description

Task

Assignee

Action

Author

Task

Deadline

Action

Date

Only tasks with deadlines are synced

Task

[Task "completed date" on the backend]

Action

Completed at

Auto-set when the Task is marked complete


📁 Support & Resources

When you subscribe to a paid plan, your dedicated onboarding advisor will provide your team with personalized onboarding for RENXT integration so you're set from day one.

  • In certain instances, you may wish to consult your RENXT administrator or team to determine how you'd like to map fields to your organization's needs.

  • If you're running into issues, you can send any questions to Instrumentl Support.

  • For more complex matters best discussed face-to-face in real time, come to the next Customer Office Hours hosted by our Customer Enablement team!

❗ For more information on configuring the Raiser's Edge NXT Integration, you may also refer to additional Help Center documentation:


Contact Us

Don't hesitate to reach out if you have any questions about mapping fields to Raiser's Edge NXT. Simply message our friendly Support team when logged in, or email us at hello@instrumentl.com.

Did this answer your question?