The Raiser s Edge and Luminate Online Marketing Integration
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1 The Raiser s Edge and Marketing Integration Field Mapping Guide Daniel Island Drive, Charleston, SC T E solutions@blackbaud.com W
2 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. RE7RELO
3 chapter 1 Field Mapping Between and Edge This guide outlines the location that information is transferred when you download constituents and gifts from to your daase in When you transfer data between the two programs, you can use these les as a reference. Constituent Field Mapping In both and Edge, you track information about your organization s constituents, such as name, address, and other contact information. When you transfer data between the two programs, you transfer information from your constituent records to constituent records in Edge can also create new constituent records for new donors in. Edge Comments Title Title 1 Salutation (Casual) Primary salutation Constituent record, ees/salutations Salutation (Formal) Primary addressee Constituent record, ees/salutations First Name First name Middle Name Middle name Last Name Last name Nickname Nickname
4 2 CHAPTER 1 Maiden Name Suffix Professional Suffix Date of Birth Gender Marital Status Deceased Ethnicity Religion Status Opt-Out Date Accept Work Phone Phone Maiden name Suffix 1 Suffix 2 Birth date Gender Marital status Deceased checkbox Ethnicity Religion Phones/ /Links grid Requests no checkbox Phones/ /Links grid Edge Comments Constituent record, Bio 2 Constituent record, Bio 2, Phones/ /Links grid, Phones/ /Links grid The Status does not map to The Opt-Out Date does not map to
5 FIELD M APPIN G BETWEEN LU MIN ATE ON LIN E AN D THE RAISER'S EDGE 3 Mobile Phone Phone Fax Accept Mail checkbox Occupation Position Employer Employer Street 1 Employer Street 2 Employer Street 3 Employer City Employer State/ Province Employer ZIP/ Postal Code Employer Country Phone Phone Phone Phones/ /Links grid Phones/ /Links grid Phones/ /Links grid Send Mail? checkbox Profession Position Org name lines lines lines City State ZIP Country Edge Comments, Phones/ /Links grid, Phones/ /Links grid, Phones/ /Links grid Constituent record, es, Organization General 1, Organization General 1, Organization General 1, Organization General 1, Organization General 1, Organization General 1, Organization General 1, Organization General 1, Organization General 1, Organization
6 4 CHAPTER 1 Edge Comments General 1 Member ID System record ID Constituent record, Constituent Properties screen On the constituent record, click File on Edge toolbar, and select Properties. Constituent ID Alias, Aliases screen On the Bio 1 of the constituent record, click the Aliases button. Exchange ID Import ID Constituent record, Constituent Properties screen On the constituent record, click File on Edge toolbar, and select Properties Street 1 lines Street 2 lines Street 3 lines City City State/ Province State ZIP/Postal Code ZIP Country Country County County Constituent record, es, Edit preferred address screen From the es of a constituent record, select an address in the grid and click Open, or add a new address. County ID (Manual Override) The County ID (Manual Override) does not map to County (Manual Override) The County (Manual Override) does not map to Municipality (Manual Override) Congressional Constituent pro- The Municipality (Manual Override) does not map to The Congressional (Manual Override) does
7 FIELD M APPIN G BETWEEN LU MIN ATE ON LIN E AN D THE RAISER'S EDGE 5 Edge Comments (Manual Override file, not map to State Senate (Manual Override) The State Senate (Manual Override) does not map to State House (Manual Override) The State House (Manual Override) does not map to County (Automatic) The County (Automatic) does not map to Municipality (Automatic) Municipality ID (Automatic) Municipal (Automatic) State House (Automatic) State Senate (Automatic) Congressional (Automatic) other First Name Other Middle Name Other Last Name Other Other Other First name Middle name Last name, Individual Relationship screen, General 1, Individual Relationship screen, General 1, Individual Relationship screen, General 1 The Municipality (Automatic) does not map to The Municipality ID (Automatic) does not map to The Municipal (Automatic) does not map to The State House (Automatic) does not map to The State Senate (Automatic) does not map to The Congressional (Automatic) does not map to To access the Individual Relationship screen for a spouse, click Spouse on the constituent record, Bio 1. To access the Individual Relationship screen for a spouse, click Spouse on the constituent record, Bio 1. To access the Individual Relationship screen for a spouse, click Spouse on the constituent record, Bio 1.
8 6 CHAPTER 1 Edge Comments Other Title Other Title 1, Individual Relationship screen, General 1 To access the Individual Relationship screen for a spouse, click Spouse on the constituent record, Bio 1. Other Suffix Other Suffix 1, Individual Relationship screen, General 1 To access the Individual Relationship screen for a spouse, click Spouse on the constituent record, Bio 1. Other Gender Other Gender, Individual Relationship screen, General 2 To access the Individual Relationship screen for a spouse, click Spouse on the constituent record, Bio 1. External First Gift Amount The External First Gift Amount does not map to External First Gift Date The External First Gift Date does not map to External Last Gift Date The External Last Gift Date does not map to External Last Gift Amount The External Last Gift Amount does not map to External Largest Gift Date The External Largest Gift Date does not map to External Largest Gift Amount The External Largest Gift Amount does not map to External YTD Gift Count The External YTD Gift Count does not map to External YTD Gift Amount The External YTD Gift Amount does not map to External Lifetime Gift Count The External LIfetiem Gift Count does not map to External Lifetime Gift Amount The External Lifetime Gift Amount does not map to
9 FIELD M APPIN G BETWEEN LU MIN ATE ON LIN E AN D THE RAISER'S EDGE 7 giving Status giving Status giving Start Date giving Actual End Date giving Monthly Amount giving Planned End Date giving Card Expiration Date giving Last Payment Attempt Failure Code Membership Status Membership ID Expiration Member Since Date Giving Giving Giving Giving Giving Giving Giving Giving Membership Membership Membership Edge Comments The sustained giving Status does not map to The sustained giving Status does not map to The sustained giving Start Date does not map to The sustained giving Actual End Date does not map to The sustained giving Monthly Amount does not map to The sustained giving Planned End Date does not map to The sustained giving Card Expiration Date does not map to The sustained giving Last Payment Attempt Failure Code does not map to The g Membership Status does not map to The Membership ID does not map to The Expiration does not map to Membership does not map to The Member Since Date
10 8 CHAPTER 1 Edge Comments Donor Status The Donor Status does not map to Gift Field Mapping In both and Edge, you track information about donations and gifts given to your organization, such as amount, date, and receipts. When you transfer data between the two programs, you transfer information from your donations to gift records in Team Raiser donations from also transfer to Team Raiser donations and registrations appear in Edge as normal gifts, but on the Attributes of the gift record, the Team Raiser donation form name and Team Raiser donation type appear. Note: If the donation from is a tribute, that information appears on the Tributes of the gift record in Tribute first name, last name, type, and the tribute message are transferred, as well as all acknowledgee address information. Edge Campaign Edge Fund The Raiser's Edg e Appeal Edge Package Configuration, References, Configure References page Configuration, References, Configure References page Configuration, References, Configure References page Configuration, References, Configure References page Campaign Fund Appeal Package Edge Gift record, Gift Gift record, Gift Gift record, Gift Gift record, Gift Comments
11 FIELD M APPIN G BETWEEN LU MIN ATE ON LIN E AN D THE RAISER'S EDGE 9 Edge Gift Subtype Type Donation Date Amount Amount Amount Amount Billing Street 1 Billing Street 2 Configuration, References, Configure References page s, History grid s, History grid s, History grid s, History grid s, History grid s, History grid Interactions, donation record, Interaction Details Interactions, donation record, Gift subtype Edge Gift record, Gift Gift type Gift record, Gift Gift date Gift record, Gift Credit no./exp. Check no./date Card type s Amount lines lines Gift record, Gift Gift record, Gift Gift record, Gift Gift record, Gift Comments The credit card number in appears in the Amount of the History grid. The check number in Online appears in the Amount of the History grid. The credit card type in appears in the Amount of the History grid.
12 10 CHAPTER 1 Billing City Billing State Billing Country Billing ZIP/Postal Code Receipt Date Amount Interaction Details Interactions, donation record, Interaction Details Interactions, donation record, Interaction Details Interactions, donation record, Interaction Details Interactions, donation record, Interaction Details s, Actions column, View Receipt s, Actions column, View Receipt s, Actions City State Country ZIP Receipt amt/no. Receipt Receipt amt/no. Edge Gift record, Gift Gift record, Gift Gift record, Gift Comments
13 FIELD M APPIN G BETWEEN LU MIN ATE ON LIN E AN D THE RAISER'S EDGE 11 Name column, View Receipt Setup, Receipt Manager Receipt stack Edge Gift record, Gift Comments In, the name of the receipt template you create maps to the Receipt Stack in The Receipt Stack is a Canadian-only, and does not appear in United States daases.
14 12 CHAPTER 1
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