Campaign-level fund configuration

When does data sync occur?

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.

Donation syncing

You can choose how gifts are batched when synching to Blackbaud:

Real-time sync (default): Each gift is synced to Blackbaud individually as transactions are processed in real time. If a donation is refunded, the corresponding Gift object will be updated accordingly.

Batched daily by gift type: Gifts are grouped by type and synced to Blackbaud in daily batches at 1:00 AM in your organization's time zone. Batched gifts will remain in a pending status until the batch is approved in Blackbaud.

You can customize this on your integration page:

Please note: Due to a Blackbaud API limitation, transactions synced through the batched daily template can only be created and will not be updated by BetterWorld after the initial sync.

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
Email	address	Text
Type: configurable	type	Text
Phone object
Phone number	number	Text
Type: configurable	type	Text
Address object
Address fields	address lines, city, state, zip, etc.	Text
Type: configurable	type	Text
Optional Fields:
BW Donor ID	(Custom - your choice)	Text or Number

Please note: An Email, Phone, and Address object are created attached to the Constituent. The type value for each of these objects (e.g., "Home", "Work") is configurable in the "Map data to Blackbaud field types" section on the Integrations page.

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

Please note: A single "Gift Split" object will be created with the amount equal to the total transaction amount. The Fund attached to this "Gift Split" will be based on the configuration set by the admin -- either at the organization level, for the specific campaign, or chosen by the donor (if using the "Ask donors" fund mode).

Campaign-level fund configuration

When you first connect BetterWorld to Blackbaud you set a default fund on the integration page. When creating a Gift object in Blackbaud, an associated Fund object is required. You can override the default fund on a per-campaign basis in each campaign's advanced settings page. The available fund modes depend on the campaign type. To configure the fund on a campaign level, head to your campaign's settings page and click advanced along the top bar. You'll see a Blackbaud Fund section to make your edits:

For standard donation campaigns and donation form three fund modes are supported:

Mode	Description
Use the default fund	Payments received by this campaign will use the organization's default Blackbaud fund.
Choose another fund	Select a specific Blackbaud fund for this campaign, overriding the default.
Ask donors to choose a specific fund	Donors will see a fund selection dropdown on the donation form and can choose which fund their donation goes to.

When using the "Ask donors" mode:

You must add at least 2 fund options for donors to choose from.
Each fund option can have an optional custom display name that donors will see instead of the Blackbaud fund name.
Fund options can be reordered by dragging and dropping.
The fund selector appears as an optional dropdown on the donation form under "Additional questions."

For auctions, events and giveaways two fund modes are supported:

Mode	Description
Use the default fund	Uses the organization's default Blackbaud fund (by not setting a campaign-specific fund).
Choose another fund	Select a specific Blackbaud fund for this campaign, overriding the default. You can also clear a campaign-specific fund to revert to the default.