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Recurring Gift Data Mapping

This page details the field-level mapping between WeGive recurring donation records and Blackbaud Raiser’s Edge NXT recurring gift records.

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Core Fields

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Supported Frequencies

Raiser’s Edge only supports 5 frequency values — a WeGive recurring plan set to a frequency outside this list fails to push with an explicit error:
Daily, semiannual, and twice-monthly (1st-and-15th) frequencies have no Raiser’s Edge equivalent and will fail to push.
On pull, Blackbaud’s EVERY_FOUR_WEEKS maps to Monthly (the closest WeGive equivalent) — there’s no dedicated “every 4 weeks” frequency on the WeGive side.

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Status

Status isn’t a direct field mapping — it’s derived:
  • Push: a paused plan (paused_at set) sends gift_status: Held; a cancelled plan (deleted_at set) sends Cancelled; otherwise Active.
  • Pull: Held/Terminated/Cancelled from Blackbaud sets paused_at; Active clears the pause fields; Completed sets ends_at.

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Payment Method

Recurring gifts push with payment_method: CreditCard by default, or Cash for bank-sourced (ACH) plans — WeGive always processes the actual charge, so is_manual: true is set on the Blackbaud side and no card/bank details are ever sent.

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Fund Designation

Same mechanism as gift push: gift_splits built from fund allocations (or the plan’s single fund), with an appeal_id from the linked campaign fundraiser or the integration’s default appeal when available.

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Create vs. Update

  • Create: full payload — type, amount, constituent, payment method, schedule, fund splits.
  • Update (raisers_edge_id already set): amount, status, and schedule are re-sent; fund splits are not.

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Pull Behavior: Card/Bank-Funded Plans Are Protected From Being Overwritten

If a WeGive recurring plan is already funded by a real card or bank payment method (payment_method_type is card or bank), a pull from Blackbaud will not overwrite its amount, status, frequency, or dates — only raisers_edge_id gets backfilled if missing. This protects a live, WeGive-billed recurring plan from being altered by an edit made directly in Raiser’s Edge. For plans where Blackbaud genuinely is the source of truth, pull writes amount, status (via the pause-field mapping above), frequency, and schedule dates as described.

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Pull’s Fund Resolution Only Reads the Highest-Amount Split

Same as gift pull — when a recurring gift has multiple fund splits, only the highest-amount split determines the plan’s primary fund on the WeGive side.

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