Setup is easy — authorization is one click. Many organizations have a Blackbaud administrator, and it is advisable for this administrator to authorize the integration, ensuring it has full access.

Next, the user should map just a few fields for the Opportunities, Funders, and Tasks so Instrumentl knows where to send your data.

Then the integration should be enabled. Instrumentl will have the ability to sync data to RENXT, but it won’t automatically start syncing everything. Syncing happens when a user manually links an Opportunity in Instrumentl to an RENXT Opportunity and Constituent. This is by design so that you have control over what’s kept in your Instrumentl “researching sandbox” and what goes into the official grant pipeline in RENXT.

Make sure your Blackbaud Admin is logged into both your RENXT account AND Instrumentl.

Visit the Blackbaud Marketplace and search for Instrumentl.

Select Instrumentl under solutions and then click ‘Get Started’.

Click 'sign in'.

This will redirect you to Instrumentl's Integrations Page.

Select Log into Raiser's Edge NXT to log into your account — this is best done by a Blackbaud administrator for full access integration.

Now that you've connected your Raiser's Edge NXT account you'll begin mapping the information that will be sent to your RENXT account.

Opportunity Data: By default, the Opportunity name will include the Fiscal Year, and you can choose a different format to further distinguish your records, if preferred. Map your Notes and Statuses to the corresponding data in your RENXT account. PRO TIP: Don't worry - you can always come back here to make any changes to your mapping. Once you've completed this mapping, click the “Next” button to view the mapping options for Funders.

Funder Data:

Tasks: Lastly, you'll sync your tasks to RENXT by mapping the Task statuses. If you prefer to not sync your Instrumentl Tasks as RENXT Activities, you can toggle it off. NOTE: Instrumentl allows tasks with deadlines, but RENXT does not. Therefore, tasks without deadlines won’t sync.

You're all set! Now you can begin linking opportunities to sync to RENXT.

PRO TIP: After each interaction settings, your selections are saved. So if you map a few things and then navigate away, you can pick up where you left off when you return. The “Save and Exit” button at the end is just for peace of mind.

Navigate to the Project Tracker, select an opportunity, and try linking the opportunities to RENXT by clicking the “Sync to Raiser’s Edge NXT” button.

When linking, the integration can create new Opportunities and Constituents. However, it is recommended to sync with existing Constituents whenever possible to minimize duplication. There’s a search function to facilitate this process. When you select an opportunity, a dropdown will appear for you to select Opportunity Purpose.