JustGiving/RE NXT Integration Issues
Good Morning,
I am hoping someone from Blackbaud could give me some sort of expectation on a major problem we encountered with the JG/RE NXT integration. We have several active P2P Fundraisers bringing in gifts via JG which is great. However, the gift batches don't allow the RE Integration to add in the covered fees. This poses a major problem for us since we can't reconcile with our Finance department since the BBMS statement differs from what is posted in RE/FE via the incorrect totals in our NXT batchhes. Yesterday, I had to spend the entire day manually adjusting these gift batches so we could balance with Finance and close the month.
Unfortunately, we have no other choice but to shut off the JG integration and use Omatic or something else to do a clunky export/import of the Gifts (Plus fees) from JG. This is a major issue for us right now since we have to scramble to keep up from an operational stand point. Here are some other big issues for our agency we have encountered:
*The initial setup doesn't allow us to pull in our newly created Appeal ID. This is a known problem across agencies and it is a pending case.
*Gift Batch auto defaults the Receipt Status to Receipted
*Gift Batch auto defaults the Post Status to Post to General Ledger
These are all actions we have to manually change which seems counterproductive to syching the desired data from JG to RE NXT. Is there anyone out there who can give us some assurances these issues can be resolved? We would like to activate the integration again if we are 100% these issues can be resolved since I think it has great potential.
Thank you to anyone listening. (Yes, I put my vote in with the idea bank)
I am hoping someone from Blackbaud could give me some sort of expectation on a major problem we encountered with the JG/RE NXT integration. We have several active P2P Fundraisers bringing in gifts via JG which is great. However, the gift batches don't allow the RE Integration to add in the covered fees. This poses a major problem for us since we can't reconcile with our Finance department since the BBMS statement differs from what is posted in RE/FE via the incorrect totals in our NXT batchhes. Yesterday, I had to spend the entire day manually adjusting these gift batches so we could balance with Finance and close the month.
Unfortunately, we have no other choice but to shut off the JG integration and use Omatic or something else to do a clunky export/import of the Gifts (Plus fees) from JG. This is a major issue for us right now since we have to scramble to keep up from an operational stand point. Here are some other big issues for our agency we have encountered:
*The initial setup doesn't allow us to pull in our newly created Appeal ID. This is a known problem across agencies and it is a pending case.
*Gift Batch auto defaults the Receipt Status to Receipted
*Gift Batch auto defaults the Post Status to Post to General Ledger
These are all actions we have to manually change which seems counterproductive to syching the desired data from JG to RE NXT. Is there anyone out there who can give us some assurances these issues can be resolved? We would like to activate the integration again if we are 100% these issues can be resolved since I think it has great potential.
Thank you to anyone listening. (Yes, I put my vote in with the idea bank)
0
Comments
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Hi Michael,
Thank you for posting and voting in the idea bank. You are correct that the integration does not cover the donor cover/boost/fees (it goes by all those names.) The reason for this is because the donation is never given to the nonprofit. I can, however, understand how not having those fees part of the gift record in RE will make reconciling in FE harder. You can read more via this link: https://kb.blackbaud.com/articles/Knowledge/192909.
For the appeal id, I am glad you have a support ticket. I'm going to connect with support and be sure they know about this part of the integration not working. It should be a standard part of the integration. - Thank you for your patience.
For the receipted and post status field, you can use global change to change those fields fairly easily.
Jackie0
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