Before proceeding, review the Education Edge and Raiser's Edge Integration Planning Guide

  1. Unlock integration in Education Edge
  2. On the navigation bar, click Integration.
  3. Click Set up integration with The Raiser's Edge.
  4. Use the information below to configure integration with The Raiser's Edge:
  5. Click Databases. Select the The Raiser's Edge database to integrate with the education software database.
  6. Select Persons. Select the fields to map and synchronize between the databases. For example, to map addresses and phones but not Religion, leave Religion on the left.
  7. Select Applications/Enrollments.
    1. Mark the Add active application/enrollment as Raiser's Edge primary education checkbox to create a primary education record in The Raiser's Edge.
    2. Select the School to be the Primary Alumni school in The Raiser's Edge from the School name drop-down menu.
      Note: The school listing pulls from the Schools table in The Raiser's Edge. 
    3. Select the fields to move to the Primary Alumni record in The Raiser's Edge.
      Note: These fields will update the education record in The Raiser's Edge, but the education record in The Raiser's Edge will not update the applications/enrollments record in the education software.
  8. Click Primary Business.
    1. Mark the Add Primary Business checkbox to add an individual or faculty/staff member's primary business information as their primary business information on their record in The Raiser's Edge
      Note: The organization in the business relationship must exist in both databases and be linked to for the primary business information to be added.
    2. The Primary Business box on the Faculty/Staff or Individual's Business relationship in The Education Edge record must be marked for the databases to recognize the primary business.
    3. Select the fields to synchronize with the Primary Business from the Available Fields box.
  9. Select Applicants.
    1. Mark the Add applicants as Raiser's Edge constituents checkbox to add applicants as constituents to The Raiser's Edge.
    2. Use the criteria to determine which applicant records will be added. For example, to not include applicants until they have been officially accepted, select the accepted status in the grid.
    3. Select a Constituent Code that will be added to the new Constituent record.
    4. Mark the Add personal relationships of constituent applicants as Raiser's Edge relationships checkbox to add the personal relationships of the applicants as their individual relationships in The Raiser's Edge.
    5. Use the criteria filters to determine which personal relationships will be added. For example, select the relationship types of Mother and Father in the Personal relationships filter for mother and father to be added to the Constituent record.
      Note: If you select specific relationship types, you can also mark the checkbox to include relationships with no type. 
    6. Mark the checkboxes to only include emergency contacts or relations the applicant lives with to further filter your results.
  10. Click Applicant Relationships.
     
  11. Click Students.
    1. Mark the Add students as Raiser's Edge constituents checkbox to add students as Constituents to The Raiser's Edge.
    2. Use the criteria to determine which student records will be added. For example, you may not want to include students until they have graduated.
    3. Select a Constituent Code that will be added to the new Constituent record.
    4. Mark the Add personal relationships of constituent students as Raiser's Edge relationships checkbox to add the personal relationships of the students as their individual relationships in The Raiser's Edge.
    5. Use the criteria filters to determine which personal relationships will be added. For example, select the relationship types of Mother and Father in the Personal relationships filter so that the mother and father will be added to the Constituent record.
      Note: If you select specific relationship types, you can also mark the checkbox to include relationships with no type. 
    6. Mark the checkboxes to only include emergency contacts or relations the student lives with to further filter your results.
  12. Click Student Relationships.
    1. Mark the Add student relations as Raiser's Edge constituents checkbox to add student relations as constituents in The Raiser's Edge.
    2. Use the criteria filters to determine which Student Relationships will be added as Constituent record in The Raiser's Edge. For example, to include the student's mother and father as constituents in The Raiser's Edge, select the relationship types of Mother and Father in the Personal relations grid.
      Note: If you select specific relationship types, you can also mark the box to include relationships with no type.
    3. Mark the checkboxes to only include emergency contacts or relations the student lives with to further filter your results.
    4. If two spouses are both supposed to be added according to the criteria, marking the If the spouse of a relation also meets the criteria, do not add the spouse as a constituent checkbox will add the first relationship type listed in the constituent code grid as a Constituent while making the other spouse a Non-Constituent. For example, if add Mother and Father as Constituents is selected, in the Constituent Code grid, Father is listed before mother. The Father will be added as a constituent. The mother is added as a Non-constituent if they are linked as spouses.

      Add Constituent Codes to student relationships

    5. In the Constituent Code grid, select a constituent code for each relationship type. To reorder relationship types in the list, use the Up and Down buttons beside the grid.
    6. Mark the Add students as Raiser's Edge relations to constituents checkbox to add students as relations on the constituent records created. If you are not adding students as constituents, this gives you a way to store students. If you are adding students as constituents, this creates relationships between the student constituents and relation constituents.
    7. Use the criteria filters to determine which student will be added as relations.
       
  13. Click Faculty/Staff.
    1. Mark the Add faculty/staff as Raiser's Edge constituents checkbox to add faculty/staff as constituents in The Raiser's Edge.
    2. Use the Criteria grid to narrow the faculty that will be added as constituents by filtering on schools, departments, and statuses.
    3. Mark the Include only current teachers checkbox to include only faculty/staff designated as current teachers.
    4. Select a Constituent Code to add to the new Constituent record. 
    5. Mark the Add personal relationships of constituent faculty/staff as Raiser's Edge relationships checkbox to add the personal relationships of the faculty/staff as their individual relationships in The Raiser's Edge.
    6. Use the criteria filters to determine which personal relationships will be added. The program automatically includes a faculty/staff member's spouse on the constituent record.
  14. Click Options.
    1. Mark the When adding a constituent code through integration, default the Date From to the current system date checkbox to add the current date to the Date From column when adding constituent code information to a record.
    2. Mark the When converting a nonconstituent relationship to a constituent through integration, reciprocate relationships checkbox to automatically reciprocate relationships for nonconstituent records converted to constituent records through integration. For example, if a student linked to a nonconstituent record graduates and becomes a constituent upon graduation, the relationships on the student's former nonconstituent record are reciprocated on the student's constituent record.