|Data Type||Included in Integration||Notes|
||Yes||Spouses are included regardless of their "participating" role. For example, the spouse of an alumni is included and updated, even when the spouse is not also an alumni. |
In addition, a selection for married couples will have to be made based on constituency for parents and grandparents. You could add each parent as a constituent or only add one person in the constituent as a couple by gender.
||Yes||When title and nickname exist in the Raiser’s Edge but not in your “ON” products database, this information remains unchanged in the Raiser’s Edge.|
|Birthday||Yes||When a birthday exists in the Raiser’s Edge but not in your “ON” products database, this information remains unchanged in the Raiser’s Edge.|
|Marital status/living status||Yes|
|Relationship types||Yes||The “ON” products use gender neutral terms. You’ll select how to translate these to gender specific types for the Raiser’s Edge.|
|Constituent codes||Yes||You’ll select which codes to use and when they should change.|
|Soft Credits||Yes||Spouse records that are planned to be converted from non-constituent records to full constituent records, the setting to automatically soft-credit the spouse is enabled by default. |
In addition, Connect Raiser's Edge and The Raiser's Edge will not go back to retroactively soft credit gifts that have already happened.
||Some||Address types that don’t exist in the “ON” products will remain in the Raiser’s Edge but can’t be updated by Connect Raiser’s Edge.|
For constituents, multiple addresses can be included. For non-constituents, only the primary address is included.
||Some||Phone types must be mapped to these types available in the “ON” products.|
||Yes||Track education information for parents, grandparents, alumni, and employees. |
When a record in Raiser's Edge includes education information, but the corresponding record in the "ON" products doesn't include the education information, the integration preserves the data that already exists in Raiser's Edge.
|Student data from the “on” products:
||Yes, but EE/RE integration can affect it||Track information about students from your school. |
If you also have an integration between Education Edge and Raiser's Edge, then your settings for that integration can override the updates that Connect Raiser's Edge would otherwise make.
|Enrollment||Yes||If a user has an enrollment record and there is education information in the user's profile, Connect Raiser's Edge creates two education records in Raiser's Edge.
||Yes||When a record in Raiser's Edge includes business information, but the corresponding record in the "ON" products doesn't include the business information, the integration preserves the data that already exists in Raiser's Edge.|
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