Link and Merge Constituent Records

When you download constituent updates from Luminate Online into Raiser's Edge, you can view matched constituents from Raiser's Edge, and potential duplicates. If a constituent is auto-matched when it comes from Luminate Online, that means it is linked to a constituent in Raiser's Edge, and the information is being shared between systems.

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.

When you merge constituents in Raiser's Edge that are linked to constituents in Luminate Online, the constituents are merged in Luminate Online as well.