- When the record being linked is in use (e.g. if it is open by another user), and changes cannot be written to the record. When you click the Link records button, it not only links the RE record to the ON profile, but also updates the RE record with any changes from Core. If there is something preventing those changes, an error would trigger, and the link will fail. This does not require any intervention, as the next time there is a change to the ON profile, it will still come down into ConnectRE, and the user will be able to re-link from the Key Metrics section at that time. Users should verify the impacted records are not open or in use (e.g. global change, import, batch process, or just viewing the record) on another Raiser's Edge workstation.
- In some cases, users will see ALL matches triggering this error, and no links being established. This error can occur in bulk when user-defined rules in Raiser's Edge prevent the Connect RE records from updating. For example, Raiser's Edge attributes are not a mapped data field in this integration. A Raiser's Edge configuration setting that requires attributes before saving a record can prevent these records from matching successfully. Unmark the required field and attempt to process the updates.
- If the error occurs when attempting to process two records with the same name, such as a Parent and child with the same name, please take a screenshot of the error or provide a list of the impacted records and Click Chat with Support and reference this article.
Connect and collaborate with fellow Blackbaud users.