Raiser's Edge Integration in Research Lists

1. From the Prospects page or Research Lists, click Add list from RE. The Select The Raiser's Edge query to add screen appears.

2. To import records into ResearchPoint and create a new (or add to an existing) research list, enter the criteria and search for a group of records saved to a query in The Raiser's Edge.

3. In the Results grid, click the query name and click Select.

   Note: In order for the Raiser's Edge query to import into ResearchPoint, the Constituent information \ System Record ID field must be included as an output value.

   The query processes and the Research List Import screen appears.

4. Create a new research list or select an existing research list and click OK.

5. The Research List Add Constituents screen appears if records in the research list are not linked to records in ResearchPoint.

6. Select to add any unlinked records to ResearchPoint or select to ignore the remaining records and click OK.

   If you select to add the records, when you click OK, the records sync and the constituents are added to ResearchPoint for you to research.

7. The research list appears for you to review the information and if ready, screen the list with WealthPoint.

   Tip: After you complete work in the research list, such as when you screen for new WealthPoint information and edit research details, use the Sync with RE to sync a group of records all at once.

From an open research list, expand a prospect in the Members grid and click Link with RE. The Link to The Raiser's Edge Search screen appears for you to search for and select the constituent to link. When you link the records, the data synchronizes.