Learn how to set up Raiser's Edge NXT Integration (RENXT) to link & sync funding data from your Instrumentl account. Take your organization's grants management to the next level—streamline your workflow, stay up to date across platforms, and keep your organization informed of your grant progress!
Raiser's Edge NXT integration is available on our Professional, Advanced, University, & Custom Enterprise Plans.
Overview
The RENXT integration is a one-way sync of Opportunities, Funders, and Tasks from Instrumentl to your RENXT account, allowing you to:
Reduce duplicate data entry
Keep deadlines up-to-date
Holistically view fundraising across institutional and individual giving in your CRM
Video Walkthrough
The video below provides an audio-visual explanation of how this sync works. Follow along to use it as a reference guide while setting up your RENXT Integration.
How it works
Setup is easy—authorization is one click. Many organizations have a Blackbaud administrator, and it is advisable that this administrator authorize the integration and grant it full access.
Your NXT administrator will need access to Instrumentl to enable the integration.
Configure field mappings for Opportunities, Funders, and Tasks so that Instrumentl knows where to send your data in RENXT.
Upon completing the steps above, the integration should be enabled. Instrumentl will have the ability to sync data to RENXT, but it will not automatically start syncing everything:
Syncing happens when a user manually links an Opportunity in Instrumentl to a RENXT Opportunity and Constituent.
This is by design to give you full control over what’s kept in your Instrumentl “researching sandbox” and what goes into the official grant pipeline in RENXT.
Authenticate & configure field mappings to RENXT
1. Connect your accounts
First, make sure your Blackbaud Admin is logged in to both your RENXT account AND Instrumentl.
Visit the Blackbaud Marketplace and search for 'Instrumentl':
Select 'Instrumentl' under 'All 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—we suggest your Blackbaud administrator completes this step for full access integration.
Now you're ready to map your Instrumentl data to RENXT.
2. Map fields from Instrumentl to RENXT
Now that you've connected your Raiser's Edge NXT account, begin mapping the Instrumentl Opportunity, Funder and Task data that will be sent to your RENXT account
Note: For more details on mapping fields from Instrumentl to RENXT & field names, you may refer to our Help Center article on Mappable RENXT Fields.
A. Opportunity Data
By default, the Opportunity name will include the Fiscal Year, but you can choose a different format to distinguish your records, if preferred.
Map your Notes and Statuses to the corresponding data in your RENXT account.
When finished, select Next at the bottom to proceed to the mapping Funder fields. Rest assured, you can always come back here to make any changes to your field mappings.
B. Funder Data
Your Funder Notes will appear within your Constituents in RENXT—simply select a 'Note Type'.
Map the Website and other contact information for the funders of your saved grants. This data will "live" in the Constituent’s record as well.
When finished, select Next to view the mapping options for Tasks.
C. Task Data
Lastly, you'll sync your Tasks to RENXT by mapping the Task statuses. If you prefer not to sync your Opportunity Tasks from Instrumentl to RENXT, you can toggle this setting off.
Note: Instrumentl allows tasks without deadlines, but RENXT does not. Therefore, tasks without deadlines will not sync from Instrumentl to RENXT.
You're all set! Now you can begin linking opportunities to those in RENXT.
Tip: After each interaction with the field mappings, your selections are saved. If you map a few things and then navigate away, you can resume where you left off when you return. The Save and Exit button at the end is just for peace of mind.
Link Funding Opportunities to RENXT
1. Navigate to the Tracker and select an opportunity.
2. Click Sync to Raiser’s Edge NXT in the bottom-right corner of the saved grant page.
A 'Sync to Raiser's Edge NXT' pop-up window will open, where you will need to choose the RENXT Constituent, Opportunity and Opportunity Purpose.
3. Search and select the Constituent and Opportunity (or select 'Create New Constituent/Opportunity'). Lastly, select the Opportunity Purpose from the available options.
4. When you're ready to sync this opportunity, select Confirm.
You'll know your sync was successful when you see '✅ Synced'.
Instrumentl's NXT integration capabilities will continue to evolve to make your grants process smoother — stay tuned and stay in touch!
FAQs
If you receive an error message when using our Raiser's Edge NXT Integration and aren't sure how to proceed, you can also reference our CRM Error Codes Guide.
If you're looking for more information on mapping Instrumentl field names to RENXT fields, see our article on Mappable RENXT Fields.
Can I disable any field mappings? If so, which ones?
Can I disable any field mappings? If so, which ones?
Yes, certain fields can be disabled! Simply toggle the switch to the right of the name to prevent it from being synced in the future. Currently, the following field mappings can be disabled:
Funder:
Notes
Website
Address
Phone Number
Opportunity:
Notes
Why is it saying my integration is "Not fully configured"?
Why is it saying my integration is "Not fully configured"?
Even though you've authenticated the integration itself, you will still need to configure your Opportunity, Funder, and Task data mappings under Steps 2, 3, and 4 below:
Once you've mapped the fields for Opportunity, Funder and Task Data, you can Save and Exit. Your integration should now be fully configured, which means you can start linking your Instrumentl data!
How do I unlink an opportunity?
How do I unlink an opportunity?
Once you have the opportunity opened up, select Synced to Raiser's Edge NXT in the bottom right-hand corner, then click the "Unlink" icon:
Why is Instrumentl not reflecting the changes I made in RENXT?
Why is Instrumentl not reflecting the changes I made in RENXT?
The Raiser's Edge NXT Integration is a one-way sync from Instrumentl to RENXT. Therefore, changes made in Instrumentl will update records in RENXT, but not vice versa.
Contact Us 
Reach out to our friendly Support team if you have any questions about our RENXT Integration feature. Message us via the chat bubble when logged into your Instrumentl account, or email us at hello@instrumentl.com.