If you have already linked records for the first time, refer to How to link new records. Though this procedure is for The Education Edge, the steps are similar if you are in The Raiser's Edge. 

  1. On the navigation bar, click Integration.
  2. Click Link records with the Raiser's Edge.
  3. In the Record source field, select The Education Edge
    The records that appear in the grid when you first access the screen depend on the record types you have mapped. Also, if you previously used Academy Manager to integrate your programs, Academy Manager matches based on Academy IDs appear automatically.
  4. First, handle any Academy Manager matches you have. In the Matches field above the grid, select Academy Manager Match to show only the Academy Manager matches in the grid.
    • If the match is correct, select the row and click Set Link on action bar. Or, 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. 
    • If the match is not correct, select the row and click Remove Match on the action bar
  5. On the toolbar, click Match All Records
    Note: This process can take some time. After the program is finished matching records based on your matching criteria, you can view the status of the matching process in the Match Status column.
    • In the Matches field above the grid, select Match to review all single matches in the grid.
      • 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. 
      • If Data Conflict appears in the Conflicts column, you can resolve the conflicts 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 Multiple Address Matches appears in the Conflicts column, 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. 
      • If the match is correct, select the row and click Set Link on action bar. Or, 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.
      • 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 Raiser's Edge record. 
      • If the match is not correct, select the row and click Remove Match on the action bar
    • In the Matches field above the grid, select Multiple Match to review all multiple matches in the grid.
      • If Multiple RE Matches appears in the Conflicts column, there is more than one matching record in the Raiser's Edge database. To review details of a match based on your matching criteria, select the row and click Match Details on the action bar.
      • 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
    • In the Matches field above the grid, select All Unmatched Records to review all unmatched records in the grid.
      • 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.
  6. In the Record source field, select The Raiser's 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 Raiser's 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 Raiser's Edge and updated primary business and spouse information is moved to The Education Edge.
 
Find more information refer to The Raiser's Edge and The Education Edge Integration Guide on the User Guides page.