How do you convert Manual Recurring Gifts to Automated Gifts in Raiser’s Edge NXT?

As Database View sunsets and Online Express goes away, what should you do with manual recurring gifts that need to move to automated processing in Raiser’s Edge NXT? In this tutorial, we walk through how to identify recurring gifts that aren’t eligible for automation, fix common issues and convert them to automated recurring gifts in RENXT. You’ll learn how to: • Find active manual recurring gifts • Build a query to review and test a smaller group first • Identify why a recurring gift isn’t eligible for conversion • Fix installment start dates that don’t match transaction dates • Handle credit card and direct debit gifts correctly • Create and import recurring gift amendments • Validate your data before making changes • Work with multiple Blackbaud Merchant Services accounts • Troubleshoot batch exceptions after conversion One issue to watch for is the installment start date. If it doesn’t align with the recurring gift’s processing schedule, the gift may not be eligible for automatic conversion. Credit card and direct debit gifts also need to be handled differently because direct debit amendments cannot be future-dated. Organizations using multiple Blackbaud Merchant Services accounts should also be aware that bulk conversion may not work because the conversion process requires a payment configuration. 👉 Watch more Blackbaud Ninja tips and tutorials at prengersolutions.com/blackbaud-ninjas . . Questions? Drop a comment below! 💬 Don’t forget to like and subscribe for more how-to videos from the Blackbaud Ninjas! Visit us online: https://prengersolutions.com/ Subscribe to our newsletter: https://prengersolutions.com/products... #Blackbaud #RaisersEdgeNXT #FundraisingTech #NonprofitTools #blackbaudninja