Pre-Implementation: 

Before you go live with The Raiser's Edge/Luminate Online integration, your consultant will work with you to determine which records from The Raiser's Edge will by synched to Luminate Online and vice versa. Generally, not all records are equalized or linked up between the two programs when you first begin using the integration. It's possible that not all records in The Raiser's Edge will exist in Luminate Online, or vice versa.

Post-Implementation:

What constituent records will sync:
At the moment all non-admin constituent records, with a value in the last name field, will flow across the integration, when they are edited. There is no way to pick and choose which constituents will or will not sync. There is no way to control what fields, constituents, or transactions sync.

When will new records and/or changes sync:
Currently, any constituent record that is in The Raiser's Edge will sync to Luminate Online Marketing when a mapped field is edited or updated. For example, if a user edits a field in The Raiser's Edge on a non-linked record such as an address or a nickname, that constituent will sync to Luminate Online Marketing and a record will be created for them there. 

Note: Gifts entered historically in The Raiser's Edge before implementing the integration will not sync to Luminate Online. Gifts records only flow one way - from Luminate Online to The Raiser's Edge. Once integration is established, only new Luminate Online gifts will flow to The Raiser's Edge to be processed in the Luminate Online plug in.

For more information on The Raiser's Edge and Luminate Online Marketing integration, as well as a complete list of what fields are mapped between the two programs, see our User Guide on the integration here.