Making a Remote Connection with Raiser's Edge

To allow syncing of your data from Raiser's Edge to Adestra and unsub actions from Adestra to Raiser's Edge:

  1. Select your workspace in Adestra.

    Note the ID of the selected workspace for later.

  2. In the Data menu, select Remote Connection.

  3. Press the + Create Connection button.

  4. Enter a connection name.

  5. Optional: add a description to aid in identifying the connection and its purpose/details.

  6. Decide if the remote connection will be available for all workspaces or just the workspace you have selected.

  7. The connection owner defaults to you as the creator. Use the Select User button to change this if required.

  8. Select HTTPS for the server protocol.

  9. Adestra will provide an authentication URL as part of the app setup. Enter this URL for the Host URL.

    Note: do not include the https:// part of the URL as the protocol is already defined.

  10. The host port number should use the default settings.

  11. Enter your intended server username, i.e. the name you have/want as your username.

  12. Adestra will provide a middleware token as part of the app setup. Enter this token as your server password.

  13. Press the Create button.

  14. Note the ID of your newly created Adestra-Blackbaud connection. This can be found in the remote connections table.

    Screen capture showing the location of the remote connection IDs within the Adestra app.

  15. Contact your customer success manager with the Remote connection ID so it can be added to the middleware database.

  16. Once the integration is synced, return to the authentication URL to map your workspace, table, and fields.