SmartSYNC: Access NFP Donations to Raiser's Edge
Access NFP provide their Appeal ID with each donation, we need to map this to the equivalent Campaign, Fund and Appeal in Raiser's Edge (RE). This page takes you through finding the Appeal ID and how to create a SmartSHEET to provide a mapping between this and RE.
How to find Access NFP Appeal IDs
This is a fairly simple if laborious process: You can find these by editing the appeal and noting the URL: i.e https://www.mydomain.org/Manager/Appeals.aspx?idPost=3d728485-5e8c-4b48-bd50-13dddb1d131c where 3d728485-5e8c-4b48-bd50-13dddb1d131c is the Appeal ID.
As a shortcut you can from the 'List appeals' page right click on the appeal link (i.e. STREET CRICKET APPEAL) and select 'Copy link address'. This will give you the appeal edit page URL as above. it is quicker when trying to gain all the IDs for your appeals:
Create your SmartSHEET
To provide the mapping feature we need a SmartSHEET with the first column containing the Access NFP Appeal ID and the other columns being the Raiser's Edge Appeal, Campaign, Fund and Package. We will create a row per Appeal ID. An example would be:
Appeal ID | Appeal | Campaign | Fund | Package |
08ef8d4b-9f21-4ba0-b7c4-8bffbb472fee | Annual Fund 2023/24 | Annual 2023/24 | General | |
0a768b9a-76d1-45ac-bb5d-e7add980b6bc | Bill Wain's Dash | Community Fundraising Fund | ||
Default | Unattributed | General |
To create the SmartSHEET:
- Log in to your SmartSYNC account
- Click the 'Data' button in the menu
- Click 'New spreadsheet'
- Enter the name 'Access NFP Appeal ID to Raiser's Edge Appeal, Fund, Campaign and Package', select Type: 'Mapping' and click 'Next'
- Click the 'Import' icon, select the 'Copy and paste your data' option and paste in:
- Appeal ID,Appeal,Campaign,Fund,Package
- Click Import CSV
- Click 'Add' and start entering your data
Note: The row with 'Default' in the first column is optional. It will cover any donations for which you do not currently have a mapping which is useful if you don't need to map each Access NFP Appeal to specific Appeals/Funds/Campaigns in RE.
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