Download constituent information from Luminate Online

  1. From Raiser's Edge home page, click Luminate Online on the navigation bar. The Luminate Online page displays.

  2. Click Constituent Information. The Constituent Information screen displays.

    Every new or updated constituent displays on the left side of the screen.

    The All tab contains every new or updated constituent from Luminate Online. The Linked tab displays only the constituents from Luminate Online that are already linked to a constituent in Raiser's Edge. The Matched tab displays constituents from Luminate Online that have a potential match to a constituent that already exists in Raiser's Edge, and the Unmatched tab displays the constituents from Luminate Online that do not match to a constituent in Raiser's Edge.

    Tip: You can also download constituent updates into Raiser's Edge with bulk processing. From the Constituent Information screen, select the constituents to process on the Constituents tab, and click Bulk Processing on the toolbar. The Bulk Processing screen appears. Click Process Now. The constituent updates are downloaded to your database in Raiser's Edge.

  3. Select a tab, then select the constituent to download. The constituent's biographical and preferred address information appears in the Constituent Information tab.

    Tip: When you select a constituent, their information is locked so no other user can attempt to download or reject the information at the same time.

  4. On the Biographical tab, all of the biographical information that was recorded when the constituent was added in Luminate Online displays. In the Process column, select the checkbox for each information field you want to download into Raiser's Edge with the constituent.

  5. In the New Value column, click the row to edit the information if necessary, such as to correct a typo or other data entry errors.

  6. Select the Preferred Address tab. All of the address information that was recorded when the constituent was added in Luminate Online appears in the grid.

  7. In the Process column, select each information field you want to download into Raiser's Edge with the constituent.

  8. In the New Value column, click the row to edit the information if necessary, such as to correct a typo or other data entry errors.

  9. If the information is for a constituent that already exists in Raiser's Edge, you can select whether the address information should replace what is currently listed on the constituent record as the preferred address, or to add the information as a new address for the constituent.

  10. If you select to add the information as a new address, you can select Make this new address the preferred address to make the new information the preferred on the constituent record.

  11. Select the address type for the address that was previously listed as the preferred on the constituent record.

  12. After you have selected all of the information to download into Raiser's Edge, click Process on the toolbar. A confirmation message appears.

  13. Click Yes. You return to the Constituent Information screen.

    Note: If you didn't select an information field to process, the confirmation message asks if you want to reject the remaining updates. Click Yes to reject the updates. Click No to return to the Constituent Information tab to select the remaining information to process.

    Tip: If you'll process gifts or transactions after merging constituents, clean up possible duplicate gifts by reloading the plug-in or clicking Refresh in the Gifts and Registrations window.