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Setup Requirements

This guide outlines the prerequisites and configuration steps needed to establish the WeGive integration with Blackbaud Raiser’s Edge NXT.

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Prerequisites

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Blackbaud Requirements

  • Blackbaud Raiser’s Edge NXT Subscription: Active subscription with API access
  • Sky API Developer Account: Access to Blackbaud’s developer portal
  • Administrative Access: Permissions to create and manage integrations in your Blackbaud environment
  • Data Management Permissions: Ability to view and modify constituent, gift, and fund data

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WeGive Requirements

  • WeGive Account: Active WeGive platform subscription
  • Administrative Access: Permissions to configure integrations in WeGive
  • Technical Contact: Designated person for integration setup and maintenance

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Blackbaud Configuration

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1. Sky API Application Setup

  1. Access Developer Portal
  2. Create New Application
    • Click “Create Application”
    • Choose “OAuth 2.0 Application”
    • Fill in application details:
      • Application Name: “WeGive Integration”
      • Description: “Integration between WeGive and Raiser’s Edge NXT”
      • Application Type: “Public Client”
  3. Configure OAuth2 Settings
    • Redirect URIs: Add your WeGive callback URL (provided by WeGive support)
  4. Obtain Credentials
    • Client ID: Copy and securely store
    • Client Secret: Copy and securely store
    • Subscription Key: Obtain from your Blackbaud Sky API subscription

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2. Environment ID

Locate your Environment ID in Raiser’s Edge NXT under Administration > Application Settings, and note it for the WeGive-side configuration step below.

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3. Data Permissions Setup

Ensure your application has access to the following data:
  • Constituents: Read and write permissions for donor records
  • Gifts: Read and write permissions for donation data
  • Funds: Read permissions for fund information
  • Campaigns: Read permissions for campaign data
  • Recurring Gifts: Read and write permissions for recurring donations

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WeGive Configuration

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1. Integration Setup

  1. Access Integration Settings
    • Log into your WeGive dashboard
    • Navigate to Settings > Integrations
    • Select “Blackbaud Raiser’s Edge NXT”
  2. Enable the Integration
    • Leave the integration disabled until credentials are entered and the connection is tested (next steps)

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2. Authentication Configuration

  1. OAuth2 Credentials
    • Client ID: Enter from Blackbaud application setup
    • Client Secret: Enter from Blackbaud application setup
    • Subscription Key: Enter your Sky API subscription key
    • Environment ID: Enter your Raiser’s Edge NXT environment ID
  2. Authentication Flow
    • Click “Authorize with Blackbaud”
    • Complete OAuth2 flow in popup window
    • Verify successful connection

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3. Sync Configuration

Configure what data should be synchronized:

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Pull Settings (From Blackbaud to WeGive)

  • Pull Donors
  • Pull Companies
  • Pull Campaigns
  • Pull Funds
  • Pull Transactions
  • Pull Recurring Gifts
  • Pull Appeals
Household constituent records and communication lists aren’t synced by this integration — see Configuration Options for the full picture of what’s included.

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Push Settings (From WeGive to Blackbaud)

  • Push Donors
  • Push Companies
  • Push Transactions
  • Push Scheduled Donations
Funds and campaigns referenced by a transaction need to already exist in Raiser’s Edge, with the Raiser’s Edge ID linked on the WeGive side, before that transaction can sync — see Configuration Options for details.

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Security

  • Token Management: Tokens are automatically refreshed
  • Secure Storage: All credentials are encrypted at rest
  • Authentication: OAuth2 with PKCE
  • Rate Limiting: Automatic throttling to respect Sky API rate limits, with retry on transient failures

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Network Requirements

If your organization uses network firewalls, ensure the following domains are accessible:
  • api.sky.blackbaud.com - Sky API endpoints
  • oauth2.sky.blackbaud.com - OAuth2 authentication
  • *.wegive.com - WeGive platform services
Contact WeGive support with any network-configuration questions.

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Testing and Validation

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Connection Testing

  1. API Connectivity Test
    • Use the “Test Connection” button in WeGive
    • Verify successful authentication
    • Confirm API access to required endpoints

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Initial Sync Testing

  1. Limited Scope Test
    • Start with a small subset of data
    • Monitor for errors or issues
    • Verify data accuracy and completeness
  2. Sync Validation
    • Compare data between systems
    • Verify field mappings
    • Confirm proper data transformation

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Go-Live Checklist

Before enabling the integration in production:
  • Blackbaud OAuth2 application configured and approved
  • WeGive integration credentials entered and tested
  • Authentication flow completed successfully
  • Sync settings configured according to requirements
  • Test sync completed with sample data
  • Data mappings validated and confirmed
  • Support contacts identified and trained

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Support and Troubleshooting

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Common Issues

Authentication Failures
  • Verify OAuth2 credentials are correct
  • Ensure redirect URIs match exactly
  • Check subscription key validity
Permission Errors
  • Confirm required scopes are requested
  • Verify user has appropriate permissions in Blackbaud
  • Check environment ID is correct
Sync Issues
  • Review field mapping configurations
  • Check for data validation errors
  • Verify API rate limits are not exceeded

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Getting Help

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Next Steps

After completing setup:
  1. Review Configuration Options for the full settings reference
  2. Understand Data Mapping for field relationships
  3. Monitor initial sync operations for any issues