RaiserSync Documentation

What You’ll Need:

A HubSpot account
- Users must be a super admin and have App Marketplace Access permissions to connect apps to their HubSpot account. In some cases, further permissions are required to connect certain apps.
Blackbaud Access Requirements for Raisersync Integration

To ensure uninterrupted and complete syncing between Blackbaud and RaiserSync, it’s essential that the integration is authorized using a Blackbaud user account with the highest possible level of access—ideally, the primary or “root” admin for your Blackbaud environment. The permissions of the user account that connects the app directly determine what data RaiserSync can read or write.

Required User Permissions

The connecting Blackbaud user must:
- Have the Admin role for all modules relevant to your sync (especially Raiser’s Edge NXT, Blackbaud Apps, and Marketplace).
- Possess unrestricted access to all data and objects you wish to sync (constituents, gifts, lists, custom fields, etc.).
- Be an account whose access will not be downgraded, restricted, or removed (typically, your main organization admin).

Best Practice: Use the Main (Root) Admin Account

Always use your organization’s main, permanent admin to authorize RaiserSync.
Avoid using temporary IT, developer, or service accounts—if those accounts are disabled, deleted, or permissions change, sync will fail or become incomplete.
If your organization requires, set up a dedicated integration/admin user with the exact same permanent permissions as your root admin.

What Happens If Permissions Are Incomplete

If the connecting user does not have full access:

Partial Syncs: RaiserSync will only sync the records and fields that the user has access to. Some data may come through, but other records will be missing or incomplete.
Intermittent Errors: You may see errors such as associateId not found, 403 Forbidden, or missing records in logs and the UI.
Sudden Sync Failures: If the connecting user’s access changes after connecting (removed from a group, downgraded permissions, or account disabled), RaiserSync will stop syncing altogether until reconnected by a fully-permissioned user.
Difficult Troubleshooting: Because some data will appear and some won’t, these problems are often subtle and can be very hard to diagnose without checking user access.

How to Fix Permission Issues

Verify User Permissions:
- Confirm the Blackbaud user connecting the app has full admin rights everywhere data needs to be accessed.
Reconnect RaiserSync:
- Log in as the verified main admin user and reconnect the Raisersync app in Blackbaud.
Notify Support/Integration Team:
- Let your integration team know once reconnected—they can monitor the sync and confirm success.

Install RaiserSync

Now you are ready to connect the two platforms together through an authentication process
See your installation email which you should receive upon payment. It has your unique connection link to begin the installation process.
Follow the login instructions for each platform

Connect HubSpot:

Please select the specific HubSpot portal with which you would like to establish a connection:

Connecting Blackbaud:

Please proceed with authorizing the connection between Raiser Sync and Blackbaud:

Upon successfully establishing a connection with either HubSpot or Blackbaud, you will be presented with the following screen. Please ensure to save your secret key and proceed to connect the other platform that is currently labeled as "Not Connected.":

Once you have successfully established a connection with the other platform, you will notice that your integration is now active:

In the event that you are using a different device, you can easily retrieve information about your integration by searching for it using the secret key that you had previously saved:

That's it! 🎉

Help and Troubleshooting

If you need help troubleshooting, submit a ticket here.

What’s Next

To confirm that your app is installed, head to your HubSpot Settings > Account Set Up > Integrations
Your app is ready to use! You can see the field group by going to HubSpot Settings > Data Management > Properties > Group Tab > RaiserSync Group
We recommend creating an Active List in the Contact’s List tool in HubSpot and filtering for the app’s field ‘Through RaiserSync’ so that you can keep a running list of contacts created or updated through the integration.
1. After your list is set up, edit the columns showing so you see all the fields within the RaiserSync field group.
2. This allow you and your team to have a quick way to see clearly the data coming in
3. It also helps distinguish data syncing from other integrations in your account
We strongly recommend conducting a thorough review of your current HubSpot setup.
1. Go through all workflows, emails, personalization tokens, and lists within your account.
2. The introduction of new fields by our integration may necessitate updates or adjustments in these areas to fully leverage the enhanced capabilities and maintain the integrity of your marketing strategies.
3. By taking the time to carefully assess and update these components, you'll ensure that your marketing operations run smoothly and efficiently, capitalizing on the powerful synergy between our app and HubSpot's robust platform.
4. If you have Marketing Contacts, you will need to go to Settings > Integrations > Connected Apps and either leave Marketing Contacts toggled off if you want the contacts coming in as ‘Non-Marketing Contacts’ or toggle it on if you’d like them to be contacts you can market to.

Customizing Raiser's Edge > HubSpot Integration

We can do any customization of RaiserSync that the platforms' APIs will allow. Fill out this form to apply to for a scope of your customization project.

Need Help Leveraging The Data Sync?

Navigating the intricacies of integrating new features into your existing HubSpot ecosystem can be complex, requiring a deep understanding of both your strategic objectives and the technical landscape.

If you're looking for expert assistance to ensure a smooth and efficient integration process, our team is here to help. We can help take the guesswork out of the equation, ensuring your workflows, emails, personalization strategies, and lists are perfectly aligned with the new capabilities our app brings.

Don't hesitate to reach out and let us guide you through every step of the post-integration strategy. Discover how our assistance package can transform your integration experience by contacting us today.