• On the Individual/Constituent records in each database, make sure the business information is marked as the Primary Business.

    • In Integration Setup, select Primary Business and make sure Add Primary Businesses is marked.

    • In the Link Records grid, link Organization records between The Education Edge and The Raiser's Edge.

      • If an organization record exists in both The Education Edge and The Raiser's Edge, link the records.

      • If the organization exists in The Education Edge but not in The Raiser's Edge, right click on the row listing the organization in the Link Records grid and select Add Record. This adds the organization as a nonconstituent to The Raiser's Edge.

      • If the organization exists in The Raiser's Edge but not in The Education Edge, right click on the row listing the organization in the Link Records grid and select Add Record. This creates an organization record in The Education Edge. Change the Record Source to Raiser's Edge at the top of the Link Records grid.