Moving to Raiser's Edge NXT API: What Changes?

Your Version2 integration is moving from SFTP file delivery to the Raiser’s Edge NXT API. After the transition, Version2 will retrieve portfolio assignments and gift information from Raiser’s Edge NXT nightly, reducing the files your team needs to manage.

Here’s what to expect before and after your cutover.

Before your cutover

Immediately before your scheduled cutover, send Version2 one final Portfolio File and Gift File using your existing process. We’ll compare those files with the data available through the Raiser’s Edge NXT API to confirm that the expected constituents, VEO assignments, and gifts are coming through.

We’ll share the validation results with your team for review and sign-off. Continue your current file process until your team signs off and Version2 confirms the cutover is complete.

After your cutover

You can stop sending regular Portfolio Files, Gift Files, and Portfolio Management (PM) Files. Version2 will retrieve the relevant portfolio and gift data from Raiser’s Edge NXT nightly.

Manage VEO portfolios in Raiser’s Edge

Fundraiser assignments in Raiser’s Edge become the source of truth for your ongoing VEO portfolio. To add a constituent to the portfolio, assign them to your VEO in Raiser’s Edge. To remove them, add an end date to the VEO’s solicitor assignment. Version2 will inactivate the constituent in the VEO portfolio during the next regular integration update.

Keep gift information current

Version2 will retrieve new gift information from Raiser’s Edge NXT nightly. You no longer need to send a separate Gift File through SFTP.

How seeded staff are handled

Seeded staff are an exception to the assignment process above. Keep seeded staff unassigned from the VEO in Raiser’s Edge. They can remain in the Version2 portfolio without a VEO assignment in Raiser’s Edge, provided they are correctly identified as seeded records.

Each seeded staff record needs an Affiliation of Seed or Seeded. Check with your Onboarding Manager or Version2 Support to confirm the records are set up correctly.

You do not need to send routine PM Files after cutover. The PM File option above applies when removing seeded staff.

Continue retrieving your Data Return File

Your Data Return File process stays the same. Continue retrieving this file from SFTP; it contains Version2 engagement data for your organization, including information about inbound donor responses and outbound VEO messages.

Returning this data to Raiser’s Edge automatically is planned for a later phase. Version2 will let your team know when the Data Return File process changes.

Gift IDs may look different

Gifts received through the Raiser’s Edge NXT integration use a composite Gift ID, which may differ from the format in your previous Gift Files:

Constituent ID | Record System ID | Hard or Soft Credit

You may see this format in Version2 reports, when comparing gifts between systems, or when troubleshooting a gift with Support. The new format is expected and does not, by itself, indicate a problem with the gift.

Quick reference

Once your team signs off and the cutover is complete, keep VEO assignments and gift information current in Raiser’s Edge. Version2 will pick up those updates nightly. Continue retrieving the Data Return File from SFTP until Version2 tells you that process has changed.