Step 1:  Create the appeal in Raiser's Edge


Step 2:  Create the Source Code in Sphere (sphere uses source codes that map to Raiser's Edge Appeals)

  1. Log into Sphere
  2. Navigate to Control > Code Library > Source Codes
  3. Click New
  4. Enter Source code information
  5. Save



Step 3:  Map the appeal:

  1. Navigate to Control > Administration > Connector Sync
  2. Click on mapping tab
  3. Click on appeals tab
  4. In the Raiser's Edge column, click on the name of your Raiser's Edge appeal
  5. In the Sphere column, click on the name of your Sphere Source Code you want to map it to
  6. Click add mapping