Enter Raiser’s Edge Credentials

After configuration, for each user who needs to integrate Raiser's Edge with ResearchPoint, he or she needs to enter Raiser's Edge login credentials into ResearchPoint. Your organization can choose to use the same login credentials for integration or separate credentials.

Warning: The only login credentials you cannot use is the user name "Supervisor." For more information on why, see Raiser's Edge Integration Technical Tips.

Enter your Raiser's Edge credentials for integration with ResearchPoint

1. In ResearchPoint, you can access the integration configuration settings from two locations. From the Home page, on the task bar under Configuration, click The Raiser's Edge integration.

   or

   If you are on the Prospects page, under Configuration, click The Raiser’s Edge integration.

   The Raiser’s Edge Integration page appears.

2. Click Edit credentials.

   

3. Enter your Raiser’s Edge login information.

4. To confirm the credentials are correct and can work for the integration, click Test credentials.

5. Click Save. You return to the The Raiser’s Edge Integration page.

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