Raiser's Edge NXT and Luminate Online

The database view integration remains available during this transition, but the new web view integration offers an intuitive experience with a modern interface and enhanced workflows.

While we continue to update web view functionality to adopt database view capabilities, you'll want to review the information below for what is and is not available now, and what will not be coming to web view.

The following features are available now:

• Supervisor-level access to the integration

• Gift processing

• Event processing

• Constituent record viewing and editing

• Communication consent management

• Exporting reports

These features are in development and will be released in upcoming updates:

• Full support of permissions as set in database view via Admin, Security

• Bulk processing of constituents

• Options button for integration settings

• Linking/unlinking (relinking) constituents during processing

• Default set support for remaining fields

• Custom fields for event participants

The following features from database view are not planned for migration and will be retired:

• Non-Blackbaud Payment Services recurring gift credit card transactions

• Deferring partial constituent updates for later

• Specifying which batch a gift goes into

• Options:

  • Constituent Merge Connection: Manual configuration not required for web view

  • Transactions Log

  • Settings: Fund, Appeal, Campaign limits

  • Tools, including:

    • Service Bus Remediation

    • Export Template

    • Dirty/resync data tools

    • Debug mode settings

    • Image tools

Once integrated:

• Constituents and transactions in Luminate Online require manual review and approval to sync to Raiser's Edge NXT. The records are marked to show origination in Luminate Online.

• Constituents in Raiser's Edge NXT automatically sync to Luminate Online.

Integration syncs three data types:

• Constituents

• Gifts and eCommerce purchases

• Event registrations(registrations only)

For a full list of field mappings, see Field Mapping Between Luminate Online and Raiser's Edge NXT.

To manage sync issues, use Luminate Online integration in Raiser's Edge NXT instead of Queue Problem Management in Luminate Online. In Raiser's Edge NXT, go to Settings, Control Panel, Luminate Online integration.

Tip: Integration with Raiser's Edge database view remains available during the transition to Raiser's Edge NXT. For database view information, see Raiser's Edge and Luminate Online.

Note: Permissions in database view determine visibility and access to constituent and gift data. Setting these permissions in database view also apply to webview. You don't need to take any additional action.

Constituents

• Actions (constituent):

  • Unchecking this permission hides the constituent card

  • It enables gift processing for linked constituents

• Spouse and organization permissions:

  • If these permissions are not granted, spouse and organization details remain hidden

  • Missing spouse permission triggers an error when opening a constituent record

• Record-level security:

  • If the constituent code is restricted in Security by constituency, new constituent records won't process unless the code field is blank.

Gifts

• Complete gifts permission: if disabled, the gift action button is hidden

• Constituent-related permissions: Missing permissions block gift processing when saving a gift

• Record-level security: Restricting funds using Gift security by fund prevents gift processing for those funds

• Event-related permissions: Missing permissions block gift processing when saving a gift related to an event