Note: Though this procedure is for The Education Edge, the steps are similar if you are in The Raisers Edge.

  1. In Integration, click Link records with the Raisers Edge.
  2. In the Record source field, select The Education Edge.
    Note: The new records that appear in the grid when you open the screen depend on the record types you have mapped. 
  3. In the Matches field on the action bar, select All Unlinked Records. 
  4. On the toolbar, click Match All Records. After the program is finished matching records based on your matching criteria, one of the following statuses will show in the Match Status column:
    • If Match appears in the Match Status column, the record matches a single record in the target database.
      • If Multiple EE Matches appears in the Conflicts column, there is more than one matching record in the Education Edge database. You should verify that this is not a duplicate record in The Education Edge before proceeding.  
      • Data Conflict: You can resolve the conflicts on the Match Details screen. Select the row and click Match Details on the action bar.  
      • Multiple Address Matches: More than one matching address has been found. None of the matching addresses found can be linked and duplicate addresses may be added unless you resolve this conflict on the Match Details screen. Select the row and click Match Details on the action bar. For information about the Match Details screen, see Match Details. 
      • If the match is correct:
        1. Select the row and click Set Link on action bar. Or, you can click Link All Records on the toolbar to set the links for all of the matches appearing in the grid after you have reviewed them all. 
        2. If you left any data conflicts unresolved, your selection in the When linking records with data conflicts field above the grid determines whether the Match Details screen appears so you can edit the conflicting information, or the program automatically uses the information from the Education Edge record or the Raisers Edge record. 
      • If the match is not correct, select the row and click Remove Match on the action bar
    • If Multiple Match appears in the Match Status column, the record matches more than one record in the target database.
      • If Multiple RE Matches appears in the Conflicts column, there is more than one matching record in the Raisers Edge database. To review details of a match based on your matching criteria, select the row and click Match Details on the action bar. The Multiple Matches screen appears. 
      • To review each match, select the row and click Match Details.  
      • If you determine that only one of the matches is a correct match, select the row of each incorrect match and click Remove Match. Then select the row of the correct match. If there are data conflicts, click Match Details again to resolve the conflicts with the correct matching record. You can click Link on the Match Details screen to set the link.  
      • If the records are duplicate records, click Cancel. You should resolve this in the target database before returning to the Link Records screen. You can search for and merge duplicate records in Administration in the program. For instructions, refer to How to merge duplicate records [The Education Edge] [The Raiser's Edge]
    • If the Match Status column is blank, the record does not match any records in the target database.
      • To search for a matching record in the target database, click in the Matching Records column of the row, then click the binoculars to search for a record. 
      • To add the record to the target database and link the two records, select the row and click Add Record on the action bar. Or, to add every unmatched record on the grid at once, after reviewing them all, click Add All Unmatched Records on the toolbar. 
      • If a record cannot be added because it depends upon another record being linked first, the Dependencies screen appears. For example, you cannot add a spouse of a faculty/staff member before adding the faculty/staff member. From the Dependencies screen, you can attempt to match the other records or add the records. After the other records are linked, you can click OK to add the original record.
  5. In the Record source field, select The Raisers Edge and repeat the steps in this procedure.
    Note: We recommend that you always use The Education Edge as a source first then use The Raisers Edge as a source each time you link records. By using both, you ensure that necessary information is added between the records, for example, new student records and their relationships are added to The Raisers Edge and updated primary business and spouse information is moved to The Education Edge. 

For more information, refer to The Raiser's Edge and The Education Edge Integration Guide (PDF).