Set Up Integration

If you are an organization who actively uses both ResearchPoint and The Raiser's Edge, we recommend you integrate them to enhance your major giving research and development capabilities. There are three parts to integration setup. You connect the two databases, determine the data to sync, and then enter your Raiser's Edge credentials.

To prepare for integration, we recommend you complete the following tasks.

• Upgrade your version of The Raiser's Edge to 7.96 to patch 11 or higher using the The Raiser's Edge/Online Express HotFix Utility.

• We strongly recommend with the optional module RE:Search.

• Access the Raiser's Edge database you want to integrate with ResearchPoint and email or copy your RE database key.

• Decide which prospect researchers should have access to Raiser's Edge to perform integration tasks. Then, add them to The Raiser's Edge within the appropriate security group.

• Decide which development officers in The Raiser's Edge should have the ability to open ResearchPoint and complete prospect research tasks. Add those Raiser's Edge users to ResearchPoint.

• Determine the workflow you want your prospect researchers and development officers to use, so they can take advantage of the integration.

If you have any issues with integration, we recommend you review Raiser's Edge Integration Technical Tips.