> ## Documentation Index
> Fetch the complete documentation index at: https://wegive.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Mapping Overview' description: 'Comprehensive overview of data mapping between WeGive and Blackbaud Raiser's Edge NXT

# Data Mapping Overview

This section provides detailed documentation of how data flows between WeGive and Blackbaud Raiser's Edge NXT. Understanding these mappings is essential for successful integration configuration and ongoing maintenance.

## Integration Architecture

The WeGive Blackbaud integration provides bidirectional synchronization between:

* **WeGive Platform**: Modern donation and donor engagement platform
* **Blackbaud Raiser's Edge NXT**: Comprehensive fundraising and donor management CRM

### Synchronization Model

**Authentication**

* OAuth2 with PKCE (Proof Key for Code Exchange)
* Automatic token refresh for uninterrupted service
* Environment-specific authentication (development/production)

**API Integration**

* Blackbaud Sky API REST endpoints
* Rate limiting and automatic retry logic
* Comprehensive error handling and recovery

**Data Flow**

* Real-time synchronization for critical updates
* Scheduled batch processing for bulk operations
* Bidirectional sync with conflict resolution

## Core Object Relationships

### Primary Objects

| WeGive Object          | Blackbaud Object   | Sync Direction | Purpose                                       |
| ---------------------- | ------------------ | -------------- | --------------------------------------------- |
| **Donor**              | **Constituent**    | Bidirectional  | Individual and organization donor records     |
| **Donation**           | **Gift**           | Bidirectional  | Transaction and payment records               |
| **Fund**               | **Fund**           | Bidirectional  | Designation and fund management               |
| **Campaign**           | **Campaign**       | Bidirectional  | Fundraising campaign tracking                 |
| **Recurring Donation** | **Recurring Gift** | Bidirectional  | Subscription and recurring payment management |

### Supporting Objects

| WeGive Object    | Blackbaud Object  | Sync Direction | Purpose                        |
| ---------------- | ----------------- | -------------- | ------------------------------ |
| **Address**      | **Address**       | Bidirectional  | Contact address information    |
| **Phone**        | **Phone**         | Bidirectional  | Phone number records           |
| **Email**        | **Email Address** | Bidirectional  | Email contact information      |
| **Organization** | **Company**       | Pull Only      | Corporate and business records |
| **Family**       | **Household**     | Pull Only      | Family relationship structures |

## Data Synchronization Patterns

### Object Creation Flow

**New Donor Registration (WeGive → Blackbaud)**

1. WeGive donor record created
2. Real-time sync triggered
3. Blackbaud constituent created
4. Correlation ID established
5. Address/contact information synced

**Gift Processing (WeGive → Blackbaud)**

1. Donation processed in WeGive
2. Gift record created in Blackbaud
3. Constituent relationship established
4. Fund designation applied
5. Payment method recorded

### Update Synchronization

**Bidirectional Updates**

* Changes in either system trigger sync
* Last-modified timestamp determines precedence
* Conflict resolution based on business rules
* Complete audit trail maintained

### Relationship Management

**Constituent Relationships**

* Household structures preserved from Blackbaud
* Individual constituent records maintained
* Corporate affiliations and roles tracked
* Family relationships respected

## Field Mapping Strategy

### Standard Field Mappings

**Direct Mappings**

* Fields with identical purposes map directly
* Data type conversions handled automatically
* Validation rules applied consistently

**Transformed Mappings**

* Complex business logic applied during sync
* Multiple source fields combined into single target
* Calculated fields generated during transfer

**Custom Field Support**

* User-configurable field mappings
* Custom field creation in target system
* Data type preservation and validation

### Data Quality Controls

**Duplicate Prevention**

* Email address and name matching
* Correlation ID tracking
* Merge logic for duplicate detection

**Data Validation**

* Required field validation
* Format and length checks
* Business rule compliance

**Error Handling**

* Validation error reporting
* Automatic retry for temporary failures
* Manual resolution queue for conflicts

## Integration Capabilities

### Pull Operations (Blackbaud → WeGive)

**Available Objects:**

* Constituents (individuals, organizations, households)
* Companies and corporate structures
* Gifts and payment records
* Campaigns and fundraising appeals
* Funds and designation categories
* Recurring gifts and pledge schedules
* Communication lists and segments

**Pull Frequency:**

* Real-time webhooks (where available)
* Scheduled batch imports
* Manual sync triggers

### Push Operations (WeGive → Blackbaud)

**Available Objects:**

* Donor records and profiles
* Transaction and gift records
* Campaign and appeal data
* Fund and designation information
* Recurring donation schedules

**Push Frequency:**

* Real-time for critical updates
* Immediate for new donations
* Batch processing for bulk updates

## Detailed Object Mappings

### [Constituent Mapping](/blackbaud/data-mapping/constituent)

Complete field mappings for donor and constituent records, including:

* Personal information and demographics
* Contact details and preferences
* Custom fields and attributes
* Relationship and household data

### [Gift Mapping](/blackbaud/data-mapping/gift)

Comprehensive transaction and payment mappings, including:

* Gift amounts and designations
* Payment method and processing details
* Campaign and appeal attribution
* Soft credits and tribute information

### [Fund Mapping](/blackbaud/data-mapping/fund)

Fund and designation management mappings, including:

* Fund categories and hierarchies
* Active/inactive status management
* Description and purpose information

### [Campaign Mapping](/blackbaud/data-mapping/campaign)

Campaign and appeal tracking mappings, including:

* Campaign goals and metrics
* Date ranges and status tracking
* Attribution and reporting structures

### [Recurring Gift Mapping](/blackbaud/data-mapping/recurring-gift)

Recurring donation and subscription mappings, including:

* Schedule and frequency information
* Payment method and amount details
* Start/end dates and status tracking

### [Communication List Mapping](/blackbaud/data-mapping/communication-list)

Segment and list management mappings, including:

* List membership and criteria
* Communication preferences
* Opt-in/opt-out status tracking

## Data Flow Examples

### New Donor Scenario

**Step 1: Donor Registration in WeGive**

```
WeGive Donor Created:
- Name: John Smith
- Email: john@example.com
- Phone: (555) 123-4567
- Address: 123 Main St, City, State 12345
```

**Step 2: Sync to Blackbaud**

```
Blackbaud Constituent Created:
- Individual constituent type
- Primary email and phone
- Preferred address
- Correlation ID stored
```

**Step 3: First Donation**

```
WeGive Donation → Blackbaud Gift:
- Amount: $100
- Payment Method: Credit Card
- Fund: General Operating
- Campaign: Annual Appeal 2024
```

### Existing Donor Update

**Scenario: Address Change in Blackbaud**

1. Address updated in Raiser's Edge NXT
2. Webhook or scheduled sync detects change
3. WeGive donor record updated
4. Change log created for audit

## Best Practices

### Configuration Recommendations

1. **Start with Pull-Only**: Begin by importing existing Blackbaud data
2. **Enable Push Gradually**: Add WeGive → Blackbaud sync after validation
3. **Monitor Data Quality**: Regular audits of sync accuracy
4. **Test Thoroughly**: Use sandbox environment for configuration testing

### Data Management

1. **Clean Source Data**: Ensure data quality before integration
2. **Establish Conventions**: Consistent naming and formatting
3. **Regular Audits**: Periodic data quality reviews
4. **Backup Strategy**: Maintain data backups before major changes

### Performance Optimization

1. **Batch Processing**: Use scheduled sync for large datasets
2. **Rate Limiting**: Respect API limits and throttling
3. **Error Recovery**: Implement robust retry mechanisms
4. **Monitoring**: Track sync performance and success rates

## Troubleshooting Common Issues

### Sync Failures

**Authentication Errors**

* Verify OAuth2 credentials
* Check token expiration and refresh
* Confirm environment settings

**Data Validation Errors**

* Review required field mappings
* Check data format compatibility
* Validate business rule compliance

**Rate Limiting Issues**

* Adjust sync timing and frequency
* Implement proper backoff strategies
* Monitor API usage patterns

### Data Quality Issues

**Duplicate Records**

* Review duplicate detection settings
* Check correlation ID tracking
* Validate merge logic

**Missing Data**

* Verify field mapping configuration
* Check data availability in source system
* Review sync scope and filters

### Performance Problems

**Slow Sync Operations**

* Optimize batch sizes
* Review API response times
* Check network connectivity

**High Error Rates**

* Analyze error patterns
* Review data validation rules
* Check system resource availability

## API Reference

### Blackbaud Sky API Endpoints

**Authentication**

* OAuth2 Authorization: `https://oauth2.sky.blackbaud.com/authorization`
* Token Exchange: `https://oauth2.sky.blackbaud.com/token`

**Core Data Endpoints**

* Constituents: `https://api.sky.blackbaud.com/constituent/v1/`
* Gifts: `https://api.sky.blackbaud.com/gift/v1/`
* Fundraising: `https://api.sky.blackbaud.com/fundraising/v1/`

**Rate Limits**

* Standard: 5000 requests per hour
* Burst: Short-term higher limits available
* Headers: Rate limit status in response headers

### WeGive Integration Endpoints

**Configuration**

* Integration settings and status
* Field mapping configuration
* Sync control and monitoring

**Monitoring**

* Sync logs and audit trails
* Error reporting and resolution
* Performance metrics and analytics

## Support Resources

### Documentation

* [Blackbaud Sky API Documentation](https://developer.blackbaud.com/skyapi/)
* [Raiser's Edge NXT User Guide](https://help.blackbaud.com/knowledgebase/articles/Article/155033)
* WeGive Integration Documentation

### Support Contacts

* **WeGive Support**: [support@wegive.com](mailto:support@wegive.com)
* **Blackbaud Developer Support**: [Developer Community](https://community.blackbaud.com/developer)
* **Emergency Support**: Available 24/7 for critical issues

### Training Resources

* Integration setup webinars
* Best practices documentation
* Video tutorials and guides
* Partner training programs