Mapping Raiser's Edge Fields to an Adestra Workspace and Table

After you successfully authenticate your Raiser's Edge connection with Adestra and connect Raiser's Edge to Adestra via Remote Connection, you will need to:

  • Select an Adestra workspace.

  • Select a core table within that workspace.

  • Map your Raiser's Edge fields to the fields in the selected core table.

Selecting a workspace and core table

On step 2 of the app authentication:

  1. Press the Browse button next to the Workspace field to open a list of available workspaces.

  2. Locate and select the radio button for the workspace to be linked with Raiser's Edge.

    Tip: use the search bar to filter the list of workspaces.

  3. Press the Select button to confirm your workspace.

  4. Press the Browse button next to the Core table field to open a list of available core tables.

  5. Locate and select the radio button for the core table to be linked with Raiser's Edge.

    Tip: use the search bar to filter the list of tables.

  6. Press the Select button to confirm your table.

  7. Press the next button to move to mapping your fields.

Mapping your fields

There are two mandatory fields to map, pre-populated by default: Adestra's email field and the Blackbaud System Record ID.

Mapping the email field

In row 1:

  1. In the Blackbaud Node column, select the node that contains your email address field.

  2. In the Blackbaud Field column, select the field containing your email addresses.

Mapping the system record ID field

In row 2:

  1. In the Adestra Field column, select the field from your core table that corresponds to the constituent ID.

Mapping additional fields

To map additional fields:

  1. Press the + Add Row button.

  2. In the Blackbaud Node column, select the node that contains your field to map.

  3. In the Blackbaud Field column, select the field to map, e.g. Last Name.

  4. In the Adestra Field column, select the corresponding field from your core table, e.g. lastname.

  5. Continue adding rows until you have mapped all the fields you wish to map.

    Tip: if you add too many rows, delete extra rows using the trashcan icon at the end of the row.

  6. When finished, press the Submit button.

Gif illustrating the process for mapping fields within the Adestra-Blackbaud app.

Note regarding solicit codes in Raiser's Edge.

If you wish to sync a Solicit Code, you will need to create an Adestra field that matches the code to get updated, e.g. Do not phone = do_not_phone.

Once mapped, sync will occur according to your set schedule (daily by default), allowing you to use your Raiser's Edge data in Adestra campaigns.

Note: remote lists created via the Raiser's Edge connector do not work in the same way as traditional remote lists as they are only updated by a scheduled sync.

If you attempt to 'update count' in Adestra you will not get an updated count. The count will only update as and when the next scheduled sync takes place.