Blackbaud Integration

Welcome to our help center page on the Blackbaud Raiser's Edge NXT and Gratavid Integration. We have 6 main integration events with Blackbaud: 

1. New Gift Added In Blackbaud
2. Allow Users To Import List From Blackbaud
3. Save Gratavid Task Sent In Blackbaud
4. Save Gratavid Replies In Blackbaud
5. Save Gratavid Watches In Blackbaud
6. Add Unsubscribes To Blackbaud

It's as simple as flipping a switch to turn the integrations on. 

How To Connect

1. Visit the Gratavid app in the Blackbaud Marketplace.
   
2. Click "Get Started" and connect to the Gratavid app. 
3. Finally, visit https://account.gratavid.com/integration/blackbaud as a Gratavid admin and connect your Gratavid and Blackbaud account.
4. (Optional) We recommend creating both a note and action 'type' "Gratavid" when setting up this integration. This allows you to save engagement data under the Gratavid type. Scroll down and watch the video under 'Save Gratavid Sends & Engagement Data in Blackbaud' to learn more. 

Keeping Blackbaud & Gratavid in Sync

For Gratavid to save data back into Blackbaud, you must save the Blackbaud constituent's "System Record Id" in Gratavid under "Custom User Id." See the two screenshots below for where to find these ids in Blackbaud and Gratavid.

Gratavid will automatically add this id if you use the "Import List From Blackbaud" or "Gift Added" integration.

New Gift Added In Blackbaud

Automatically create a Gratavid task or send a note when a new gift is added in Blackbaud. 

FYI: Gratavid will skip the gift for constituents who have been marked requests no email, missing a primary email address, or if their primary email address is marked as do not email or inactive. Gratavid will also skip if the gift amount is $0.00. Gratavid will use the constituent's primary email to create a new contact in Gratavid and Gratavid will not create a duplicate contact if the contact already exists in Gratavid. If you assign the task to "Blackbaud assigned fundraiser" we will attempt to match the Blackbaud fundraiser to a Gratavid user in your account. For example, if the fundraiser's email is john@organization in Blackbaud and in Gratavid, we will successfully notify John and assign him to the task. If the fundraiser's email does not exist as a user in your Gratavid account we will create the task but not assign it to anyone. If multiple fundraisers are assigned to the constituent in Blackbaud, Gratavid will use the lastest fundraiser assigned.

Note: It can take up to 30 minutes for gifts from NXT to flow to Gratavid.

Milestones for New Gift Added In Blackbaud 

Have Gratavid automatically send a note or create a task when donor milestones are met. Choose from any of these 4 events:

• Constituents number of gifts reached any of these milestones
  • Use case: Thank a donor once they have made 10 gifts. 
• Constituents total lifetime giving reached any of these milestones
  • Use case: Thank a donor once they have given over $1000. A donor might only give $100 a month, but they should be thanked once their donations accrue and reach certain milestones. 
• Since MONTH, constituents cumulative giving reached any of these milestones
  
  • Use case: Thank a donor once they have given over $1000 since the start of your fiscal year. Great for giving clubs, societies, and circles. 
• Constituent has consecutively given for any of these yearly milestones
  
  • Use case: Thank a donor once who has given every calendar year for the past 5 years.
  • How it works: A donor must have given every calendar year to be considered consecutive. If a donor gave in 2010, 2011, 2013, and in 2014  that would only be two consecutive years (2013 and 2014). 

Only gifts of type RecurringGiftPayment, Donation, Amendment, SoldStock, PledgePayment, MatchingGiftPayment, and Other are counted towards milestone conditions. 

Save Gratavid Send & Engagement Data in Blackbaud

Automatically create actions or notes in Blackbaud when a Gratavid is watched, replied to, or a task sent. 

Troubleshooting - If a few minutes have gone by and you don't see any Gratavid data try following the steps at Blackbaud troubleshooting. 

Allow Users To Import List From Blackbaud

Allow Gratavid users to import lists directly from Blackbaud. When OFF, only admins can import Blackbaud list directly into Gratavid. When ON, any of your Gratavid account users can import lists directly from Blackbaud. Blackbaud list can be imported under Contacts>Add Contact(+)>Import From Blackbaud.

FYI: Gratavid will skip constituents who are marked requests no email, missing a primary email address, or if their primary email address is marked as do not email or inactive. It's possible your list might contain 100 contacts but only 50 get imported because of these reasons. Gratavid will not create any duplicate contacts if you import a constituent multiple times. We will always create or update a contact based on their email address. For example, if you upload [e-mail] 10 times, that will only be 1 contact in Gratavid. 

We remove any current Gratavid contacts from a list before you import it. For example, say you create a list in Blackbaud titled 'Everyone who has donated in the past month.' If you import that list on January 1st for the first time it will contain everyone who donated from Dec 1st to January 1st. If you import the same exact list from Blackbaud on May 1st, the list will now only contain people who have donated from April 1st to May 1st. The Gratavid list name will not change. 

As of today, we do not collect SMS consent when importing contacts directly from Blackbaud. You will have to manually download and import consent into Gratavid.

Add Unsubscribes To Blackbaud

Automatically mark the constituent's email as "do not email" and opt them out (consent) of emails in Blackbaud when they select "Opt out of all emails" after receiving a Gratavid. If contact texts STOP, we will automatically opt them out (consent) of SMS in Blackbaud. Make sure you have set up a consent email and SMS channel in Blackbaud for consent updates to register AND you have created the source "Gratavid".

FYI: The Blackbaud constituent's system record id must be saved under "Custom User Id" in Gratavid for this integration to work. Gratavid will automatically add this id if you use the "Import List From Blackbaud" or "Gift Added" integration.

Security & Data Flow

Authentication

When you connect your Gratavid and Blackbaud account we receive an authentication token from Blackbaud. This token allows Gratavid to make API requests to Blackbaud on your behalf. These tokens expire after 365 days of inactivity. At Gratavid, we take extreme measures to ensure your Blackbaud tokens are protected. For example, none of your Gratavid account users or admins have access to view these tokens. These tokens can only be accessed by our Gratavid server, and are protected by strict server-side security rules. Therefore, in the extreme case that a malicious user was able to log in as an admin under your Gratavid account, the malicious user would not have access to your Blackbaud tokens and therefore could not make any API requests on your behalf. 

Authentication tokens are not only stored at rest but are also encrypted before being saved to our database. Therefore, even the Gratavid database administrators do not have access to the decrypted authentication token. Authentication tokens are encrypted with AES-256 and the key to decrypt is only available on our app layer. In other words, the key to decrypt the authentication token is not accessible to the database layer and is only accessible to the app layer.  

New Gift Added In Blackbaud

Blackbaud notifies Gratavid every time a new gift is added in Blackbaud when the "New Gift Added In Blackbaud" integration is turned ON. Data flows from Blackbaud to Gratavid. As a part of this flow, and in order to execute the Gratavid integration, we store constituent information (name, email, and phone number) and gift information (transaction date, transaction amount, and transaction comments). This information tells our system to create a new task, add the corresponding constituent to the task, and include information about why the task was created. For example, "New task created. Send Will Trapp a thank you video. Will made a $100 donation." Please note we do not see or store payment information such as credit card numbers, or bank accounts.

Allow Users To Import List From Blackbaud

This integration allows Gratavid to see which constituent list exists in your Blackbaud account. When a list is selected and imported, constituent data flows from Blackbaud to Gratavid. Only profile related data such as name, email, and addresses flow to Gratavid. Gratavid does not see or collect any giving history or payment information (cards, bank accounts, etc.) with this integration. 

We recommend keeping this integration OFF for larger teams with stricter security guidelines. When OFF, only admins can import Blackbaud list directly into Gratavid. When ON, any of your Gratavid account users can import lists directly from Blackbaud.

Gratavid Task Sent Creates Blackbaud Action, Save Gratavid Replies In Blackbaud, and Add Unsubscribes To Blackbaud

All 3 of these integrations send data from Gratavid into Blackbaud. We do not request or store any response data (constituent names, gift history, payment info, etc.) from Blackbaud for these integrations.