Luminate Online Post-Integration Overview

Here's what you need to know about processing information from Luminate Online into Raiser’s Edge.

 

Updates from Luminate Online into Raiser’s Edge

Every 15 minutes, a "sweeper" crawls through Luminate Online to pick up any new or updated records, gifts, or registrations.

Note: Updates made in Raiser’s Edge, such as new constituents, automatically appear in Luminate Online. Only updates made in Luminate Online need to be transferred manually to Raiser’s Edge.

How to download constituent information from Luminate Online

 

Gift processing

When new donations are accepted through Luminate Online, you can download the gift information from the Luminate Online page in Raiser’s Edge.

When you download gifts from Luminate Online into Raiser’s Edge, you can review the gift information for each donation that is to be processed, such as amount, date, and the fund to which the donation will be applied. After you process the information a gift batch is created in the Batch module.

Note: When gifts are transferred from Luminate Online into Raiser’s Edge, only the last four digits and the expiration date of the credit cards are included.

You can only accept gifts from Luminate Online for constituents that exist in Raiser’s Edge. The gift will appear as "pending" until the donor is processed.

When you download a recurring gift from Luminate Online, the first payment is already processed and "piggy-backed" on top of the recurring gift. When each subsequent payment is due, it is automatically downloaded for you to process.

When you download event registrations from Luminate Online, they are processed as Cash gifts. If the Events module is not synced, then on the Attributes tab of the gift record, the event information from Luminate Online appears. If the Events module is synced, the registration details will appear as registration attributes.

How to download transactions from Luminate Online into The Raiser’s Edge

 

Configuring Batch Options in the Luminate Online plug-in for gifts downloaded from Luminate Online

When downloading gifts from Luminate Online, users may want to choose the batch to add the gifts to, edit the batch number, or choose a batch template to apply defaults and fields for the new batch.

How to edit batch options in the Luminate Online plug-in for gifts downloaded from Luminate Online

 

Processing Direct Debit Gifts in the Luminate Online plugin for Raiser’s Edge

When Luminate Online is set up to receive ACH gifts from donors, these gifts can now flow into Raiser’s Edge via the Luminate Online plug in. When processing these donations, users will find an additional step in the plug in for linking the ACH/direct debit information to an existing bank in Raiser’s Edge.

The Luminate Online plug in will use the Routing/Transit number from the information entered by a donor to match the bank to an existing bank in Config > Financial Institutions, or create a new entry. The plug in will automatically create a Bank Relationship for the constituent with the routing number and the account type (savings or checking; for US databases only).

How to process direct debit gifts in the Luminate Online plugin for Raiser’s Edge

Note: Each ACH/Direct Debit transaction that is recorded will create a Bank Relationship for the constituent. If the same bank is used again in the future, no relationship will be created. If a constituent has a checking and savings account for the same bank, and processes a gift transaction for both, the Bank Relationship would appear twice; once for the checking account and once for the savings account. In Canadian databases, the Account Type field (for savings/checking) does not appear. However, the bank relationship may appear twice if both account types are used by the constituent in Luminate Online.

 

Processing Recurring Gifts in the Luminate Online Plugin for Raiser’s Edge

When integrated with Luminate Online, recurring gifts can be automatically processed and then transferred to Raiser’s Edge via the Luminate Online plug in. In the Luminate Online programs, Recurring Gifts (also known as Sustaining Gifts) are automatically processed for payments when the payments are due (be that once a month, quarterly, etc). All payments will be added automatically in Luminate Online and the donor’s credit card/bank account will be charged. These payments will then flow down into The Raiser’s Edge via the Luminate Online plug in.

How do Recurring (sustaining) gifts from Luminate Online transfer to The Raiser’s Edge

When the donor first signs up for a recurring/sustaining gift in Luminate Online, the sustaining gift will appear in Luminate Online under the Transactions tab for the Constituent. This transaction includes a schedule, which will be used to determine when payments should be processed. Luminate Online will then process the payment automatically, and payments will be made from the donor’s credit card or bank account.

When this information transfers to Raiser’s Edge, this occurs in a specific way:

  • Original Recurring Gift: When the recurring gift is initially made, the gift will flow to the plug in to appear for processing in Donations and Gifts. The Gift Type will be “Recurring Gift”. For more information on recurring gifts, see How to create a recurring gift (BB7689).

    If a payment is made at the same time that the recurring gift is created in Luminate Online, then a payment will also come into the plug in with the recurring gift. This payment will not be a separate line item in either the plug in or the batch. Once the batch is committed, the payment of Recurring Gift Pay-Cash will appear on the constituent’s record.

  • Payments: When each additional payment is processed by Luminate Online, the payments will come into the plug in with a gift type of Cash. A note will appear in the Gift Information column for the transaction that states “This is a recurring gift payment”. When the payment is processed into a batch, it will automatically be applied to the proper recurring gift (as long as that recurring gift record was processed through the Luminate Online plug in). When the payment is committed with the batch, the Gift type will change to Recurring Gift Pay-Cash.

Note: Since recurring gifts are automatically processed and charge the donor’s account from Luminate Online, there is no need to process the credit cards or direct debits in Raiser’s Edge. It is important to exclude these Luminate Online recurring gifts from processing within Raiser’s Edge in order to prevent double charging constituents.

 

Processing Honor/Memorial or Tribute gifts from Luminate Online into The Raiser’s Edge

In order to process tribute gifts from Luminate Online into Raiser’s Edge, you must have the RE:Tribute optional module. This allows users to track Honor/Memorial Constituents and the Tributes set up in their name. Other donors may then make donations in Honor of the constituent using the Tribute. To process these types of Gifts from Luminate Online into Raiser’s Edge, follow the directions below.

Note: If you do not have the RE:Tribute optional module, Honor/Memorial information will download as attributes on gifts from Luminate Online.

How to download and process Honor/Memorial or Tribute gifts from Luminate Online into Raiser’s Edge