Process constituent updates from Luminate Online

When reviewing constituent updates from Luminate Online, you’ll encounter matched and potential duplicates. Matched constituents have a potentially matching constituent that exists in Raiser's Edge NXT. Linked constituents have a confirmed corresponding record in Raiser's Edge NXT.

Warning: Before merging records, process all associated gifts through the Luminate Online integration. Gift data will transfer to surviving records during a merge.

  1. In Raiser's Edge NXT, select Luminate Online on the left navigation.

  2. Select Constituent details to view new or updated constituents from Luminate Online, organized into four tabs:

    • All – Every new or updated constituent.

    • Linked – Constituents already linked to Raiser’s Edge NXT records.

    • Matched – Constituents with potential matches to existing records.

    • Unmatched – Constituents with no match in Raiser’s Edge NXT.

  3. In one of the tabs, select one or more constituents by checking the box to the left of each row.

    • Note: Only select multiple constituents on the Linked or Unmatched tab. Do not bulk process from the Matched tab to avoid introducing duplicates.

  4. Select the ellipsis menu option next to a constituent.

  5. Select Edit to review the updates.

    Tip: On the Linked tab, you can choose Process to automatically update the records without review since records are already linked.

  6. In each tab, Biographical, Preferred address, Spouse details, and Primary Business:

    • Use the Field column to select which fields to sync.

    • Use the New value column to edit incoming data if needed (such as to correct typos).

    • For address updates, choose whether to replace the existing preferred address or add a new one. If adding, you can mark the new address as preferred and assign a type to the previous one.

  7. After you've selected all of the information to bring into Raiser's Edge NXT, select Process.

  8. Select Yes to confirm your selections.

    Note: If unselected fields remain, you’ll be prompted to reject the remaining updates. Select Reject to remove any unselected updates.