Constituent updates from Luminate Online integration

Updated constituent records in Luminate Online require manual review and authorization before they can sync to Raiser's Edge NXT, unless automatic processing is enabled in Options. In contrast, updates made in Raiser's Edge NXT flow automatically to Luminate Online. New records created in Raiser's Edge NXT also generate corresponding records in Luminate Online.

All constituents, including inactive and deceased, are linked across both systems.

To review constituent handling details, continue below. Or, to begin processing data now, see Process constituent updates from Luminate Online.

Integration between Raiser’s Edge NXT and Luminate Online maps specific constituent fields. While a full list of mapped fields is available, the primary types include:

  • Biographical

  • Preferred address

  • Spouse details

  • Primary business

Changes in Luminate Online, whether made by a constituent or admin, get routed to the Constituent details section for you to review and process.

Constituent records from Luminate Online are categorized into three tabs based on their relationship to Raiser’s Edge NXT records:

Linked – Updates apply to an existing linked record in Raiser’s Edge NXT.

Matched – A potential match is identified, possibly indicating a duplicate.

Unmatched – No associated record exists in Raiser’s Edge NXT and will likely be added as a new record.

An All tab displays constituents from all three categories.

Matched and Unmatched tabs are populated based on criteria defined in Options, Constituent Matching. These criteria serve as preliminary filters. Manual review may be required to finalize matches. See Options for more information.

When a new email address or phone number is added to a linked constituent in Luminate Online and synced to Raiser’s Edge NXT, the system automatically sets the new entry as “Primary” if a duplicate type already exists.

For example, if a new Mobile phone number is added and the record already contains one, the new number becomes Primary, and the previous one is moved to the bottom of the list, assuming your business rules allow duplicates. Duplicate types are permitted as long as the values differ.

When reviewing an individual constituent, their data is organized into up to five tabs:

  • Biographical

  • Preferred Address

  • Custom Fields (appears if custom field mapping is configured)

  • Spouse details

  • Primary Business

Not all tabs appear for every constituent. Tabs show when the corresponding data type exists in Luminate Online.

Each tab displays data in the following columns:

  • Checkboxes to select one or many records.

  • Field – Mapped Raiser's Edge NXT field.

  • New value – Incoming value from Luminate Online.

  • Raiser's Edge value – Current value in Raiser's Edge NXT (if any).

  • Action – Indicates what the plugin will do:

    • Add – A new value will be added.

    • Change – An existing value will be updated.

    • Remove – A value will be deleted.

Review all columns for a clear view of proposed changes to make a decision on updating or rejecting the changes.