When does data sync occur?
Donation syncing
Payment – Donations are synced to Blackbaud as soon as a donor successfully completes a payment.
Refund – If a donation is refunded, the corresponding
Gift
object will be updated accordingly.
Donor syncing
New Donors – A
Constituent
object is created when a new donor record is added in Donor Management.Updated Donors – Any changes made to an existing donor's record in Donor Management will trigger a sync to update the donor’s
Constituent
information in Blackbaud.
What data are we syncing?
Donor → Constituent Object (Individual Type)
BetterWorld Field | Blackbaud Field | Blackbaud Field Type |
First Name | first | Text |
Middle Name | middle | Text |
Last Name | last | Text |
Email object |
|
|
address | Text | |
Type: “Email” value | type | Text |
Optional Fields: |
|
|
BW Donor ID | (Custom - your choice) | Text or Number |
Transaction → Gift Object
BetterWorld Field | Blackbaud Field | Blackbaud Field Type |
Total Donation Amount | amount | Currency |
Type (e.g., auction, donation, tickets, giveaway)”Donation Gift Type” for “donation””Other Gift Type” for “auctions”, “tickets” and “giveaway” | type | Text |
Payment MethodBW value → Blackbaud valueCard → CreditCardOffline → CashACH → DirectDebitPayPal → PayPalVenmo → Venmo | payment_method | Text |
Single Gift Split object |
|
|
Fund ID selected (org-level or campaign specified) | fund_id | Number |
Amount | value | Currency |
Optional Fields: |
|
|
Donation ID | (Custom - your choice) | Text or Number |
Campaign Type (e.g., auction, donation, tickets, giveaway) | (Custom - your choice) | Text |
Discount Amount | (Custom - your choice) | Number |
Discount Code Name | (Custom - your choice) | Text |
Refund Amount | (Custom - your choice) | Number |
Refund Date | (Custom - your choice) | Datetime |
In-Platform (Payments processed through BW = true; Offline payments = false) | (Custom - your choice) | Text |
Frequency Options (one-time, monthly, annual) | (Custom - your choice) | Text or Picklist |