Integration requires RE7 Authentication profile in Raiser's Edge:
  1. Log into Raiser's Edge
  2. Click Admin > Security
  3. Double click  user's name
  4. Confirm the RE Username
  5. Mark RE7 Authentication under Connection Options (if not marked)
    • You may also need to uncheck Windows Authentication or create a new user account with only RE7 Authentication marked for ResearchPoint to use.
  6. Create Password or Update password
  7. Save and Close the RE Username
  8. In ResearchPoint go to The Raiser's Edge Integration
  9. Select Edit Credentials
  10. Enter the RE Username and updated RE7 password
  11. Test Integration Credentials

Edit Credentials in RP from RE