Step 1: Create the field(s)

  1. In The Raiser's Edge, create the field(s)
    • For optimal performance, The Raiser's Edge table structure is best
    • Do not create a field that starts with the text "Sphere".  It will not send over if it does.
  2. In Blackbaud Sphere, create the field(s)
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 fields Blackbaud Sphere has started!

Step 3: Map the fields
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 Mapping tab, map the appropriate Raiser's Edge field to the Sphere field