Data TypeIncluded in IntegrationNotes
  • Students
  • Parents
  • Grandparents
  • Step-parents
  • Employees
  • Spouses
  • Organizations
  • Alumni
YesSpouses 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.
Names:
  • First name
  • Last name
  • Middle name
  • Title
  • Suffix
  • Maiden name
  • Nickname
YesWhen 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.
GenderYes 
ReligionYes 
EthnicityYes 
BirthdayYesWhen a birthday exists in the Raiser’s Edge but not in your “ON” products database, this information remains unchanged in the Raiser’s Edge.
Deceased statusYes 
Marital status/living statusYes 
Relationship typesYesThe “ON” products use gender neutral terms. You’ll select how to translate these to gender specific types for the Raiser’s Edge.
Constituent codesYesYou’ll select which codes to use and when they should change.
Soft CreditsYesSpouse 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.
Digital contact:
  • Email
  • CC email
  • Webpage
  • Personal webpage
Yes 
Address types
  • Home
  • Home 2
  • Business/College
  • Summer
  • Winter
SomeAddress 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.
Phone types
  • Home
  • Home 2
  • Wireless
  • Business/College
  • Dorm
  • Home
  • Fax
  • Business
  • Fax
  • Winter
  • Summer
SomePhone types must be mapped to these types available in the “ON” products.
Education:
  • School attended
  • Degree
  • Graduation year
  • Major
  • Minor
YesTrack 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:
  • Enrolled/Enrollment
  • Class of
  • Date entered, graduated, departed
  • Status (current student, graduated, withdrew)
Yes, but EE/RE integration can affect itTrack 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.
 
EnrollmentYesIf 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.
  • The record which corresponds to the education information in the user's profile in the "ON" products is marked as primary.
  • The record which corresponds to the enrollment record in the "ON" product is marked as secondary.
However, if your school also uses an integration between Education Edge and Raiser's Edge, then
  • the enrollment record from Education Edge is pushed to Raiser's Edge.
  • the enrollment record from the "ON" products is not handled by Connect Raiser's Edge.
  • Connect Raiser's Edge pushes the education information in the user's profile in the "ON" products to Raiser's Edge.
Business information:
  • Relationship
  • Organization name
  • Title/Position
  • Industry
  • Website
  • Occupation/Profession
  • Employment status
  • Is primary business
  • Start and end dates
YesWhen 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.