- On the navigation bar (from within The Education Edge or The Raiser's Edge database), click Integration.
- Click Link Records with The Raiser's Edge.
- From the Record Source drop-down menu, select Raiser's Edge.
- From the Linking menu, select Add Raiser's Edge Record to Grid.
- Select Query, search for the query of records to add, then click OK. All of the records from the query will appear in the grid, ready to be added to the Education Edge.
- To add one record at a time, right click on the record to be added and select Add Record.
- To add all records at once, select Add all unmatched records.
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