The Scenario
You're three hours before a board meeting and your development director just forwarded you an Excel workbook with 60 gift IDs from the major-gifts campaign. She needs a clean donor report — names, amounts, gift type, date — formatted and ready to present. The IDs are in column A. Nothing else.
The bad version:
- Open Raiser's Edge NXT, search each gift ID one at a time, and copy the fields you need into the workbook by hand
- Lose your place somewhere around row 22 when the browser session times out and forces you to re-authenticate
- Finish 40 records in 90 minutes, decide to use that partial data for the meeting because there's no time left
This isn't a data entry job. You're supposed to be reviewing the report content, not building it. The board meeting doesn't care that the tool required manual lookup.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent built into your Excel workbook. It reads your data — the gift IDs in column A — and through its Blackbaud integration it calls Raiser's Edge NXT for each record and writes the results back into your workbook. You don't leave Excel. You don't open a second tool.
Open the SheetXAI sidebar and enter:
Look up all 60 gift IDs in column A from Blackbaud Raiser's Edge NXT and populate my Excel sheet with donor constituent ID, amount, gift date, and payment method into columns B through E
What You Get
- Column B: donor constituent ID linked to the gift record
- Column C: gift amount (numeric)
- Column D: gift date in ISO format
- Column E: payment method (e.g., "CreditCard", "Check", "ACH")
- Rows where a gift ID returns no match are left blank in B–E, with a note in column F
What If the Data Is Not Quite Ready
The gift IDs have leading zeros that got stripped when the CSV was opened in Excel
The gift IDs in column A may be missing leading zeros — they should all be 8 characters. Pad each value to 8 characters with leading zeros, then for each padded ID fetch the gift details from Blackbaud and write donor constituent ID, amount, gift date, and payment method into columns B through E
Some rows have blank gift IDs mixed in
Skip any blank cells in column A. For all non-empty gift IDs, fetch the full gift details from Blackbaud and write constituent ID, amount, gift date, and payment method into columns B through E. Leave blank rows in place so the row numbers stay aligned with the source data
The workbook has two sheets — one with gift IDs and one with constituent data to join on
On the "Gifts" worksheet, column A has gift IDs. On the "Constituents" worksheet, column A has constituent IDs and column B has email addresses. For each gift in the Gifts sheet, fetch the gift details from Blackbaud, write constituent ID, amount, gift date, and payment method into columns B through E, then look up the donor's constituent ID and pull their email from the Constituents sheet into column F
The gift IDs are mixed with some already filled in — only pull what's missing, flag anomalies, and build the summary
In the Gifts worksheet, column A has gift IDs. Columns B through E may already have data from a previous pull. For any row where column B is empty, fetch the gift details from Blackbaud. After filling in the missing rows, scan the full dataset and flag in column F any record where amount is over 25000 or where payment method is blank. Then add a summary row at the bottom with total gift count, total amount, and count of flagged records
One prompt covers the gap-fill, the anomaly scan, and the summary — the whole cleanup-to-report chain at once.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with Blackbaud gift IDs in column A, then ask it to pull the donor constituent ID, amount, and payment method for every row. Also worth reading: how to flag lapsed memberships and how to stage a gift batch — both linked from the Blackbaud overview.