Step 1: Create the event(s)
  • In The Raiser's Edge, create the event (this is necessary for linking/mapping the events to one another)
  • In Blackbaud Sphere, create the event (this is necessary for linking/mapping the events to one another)


Step 2: Send Mapping Metadata from The Raiser's Edge to Blackbaud Sphere
This needs to be completed after creating any new items in The Raiser's Edge. 

  1. In The Raiser's Edge, click the Sphere button/plug-in
  2. Click Scheduler
  3. Go to Configuration and select Sphere Connection
  4. Mark the box to Send Mapping Metadata
  5. Click Finish

The process of sending your events, funds, campaigns, appeals, etc to Sphere has started!

Step 3: Map the events
After the metadata has finished sending, complete the following:
This needs to be completed after creating any new items in The Raiser's Edge. 

  1. Go to Control > Administration > Connector Sync
  2. On the Admin tab, mark the "Events" checkbox under Sphere->Connector (this will send the event information from Sphere to Raiser's Edge)
  3. Under Connector Sync Activations: Contact Updates, mark Thon Summary Profile Fields
  4. Under Connector Sync Activations: Events, mark Registration Types
  5. Click Save
  6. On the Mapping tab, map the appropriate Raiser's Edge field to the Sphere field
    • For events, you will need to map any Custom Event Fields, Funds, Campaigns, Events, and Registration Types, if applicable
Step 4: Sync
 
  1. In The Raiser's Edge, click the Sphere button/plug-in
  2. Click Scheduler
  3. Click Initiate Sync Now
    • Event registrations and donations will now come over in the Connector to Blackbaud Sphere.  New constituent records will show as Sign Up Requests.  Existing records will show as Profile Updates.  Registrations will show as Registrations.  The registration fee will display on the Constituent's "Gifts" tab in The Raiser's Edge. Donations to the event will show as Donations.  Additional event related information will show on the constituent's "Attributes" tab in The Raiser's Edge.  If you have the correct settings set in Control > Administration > Connector Sync Sponsors will come over and show in the Event Registrations processing window.