Constituent Information from Luminate Online

When new constituents are added in Luminate Online, such as from a first-time donation, you can download the new constituent information from the Luminate Online page into Raiser's Edge.

When you download constituent information from Luminate Online into Raiser's Edge, you review all biographical and address information for each constituent before you process the updates. You can accept, reject or edit any information before you download it to your database in Raiser's Edge.

Warning: Before merging constituent records in Raiser’s Edge, make sure all gifts associated with the constituents involved in the merge have been processed through the Luminate Online plug in. Gift data will move to the surviving constituent record.

Before you process constituent information, you can view any possible duplicate records, and then choose to merge that information as a single record, or save them as separate records. You can also manually link the constituent information from Luminate Online to an existing record in Raiser's Edge to avoid potential duplicates.

Tip: If you'll process gifts or transactions after merging constituents, clean up possible duplicate gifts by reloading the plug-in or clicking Refresh in the Gifts and Registrations window.

Note: If you have selected to automatically process new constituents or updates to constituent records already linked in Raiser's Edge, they will not display on the Luminate Online page for review.