The plug-in attempts to match records in your Raiser’s Edge database with ones from your “on” products database.

The possible matches appear for you to review and confirm. For each student, family member, employee, or organization, review the information and determine whether the records match.

  • Single Matches - One record in the “on” products and one in the Raiser’s Edge have a similar names, birthdates, contact information, educational history, and employment.

    • If the match is correct select Yes, they are.

    • Otherwise, select Nope, these are different people. Select Find a match and search the Raiser’s Edge for an existing record. If there isn’t a corresponding record, a record will be created when you add new people to the Raiser’s Edge.

  • Multiple Matches - More than one record in the Raiser’s Edge has similar information to a record in the “on” products . Select which record from the Raiser’s Edge corresponds to the “on” product record.

When a record from the “on” products doesn’t match to an existing record in the Raiser’s Edge, the person appears under New people to add to Raiser’s Edge. For each student or family member, review the information and determine whether to create a new record in the Raiser’s Edge.

  • If you think a record already exists, select Find a match, search the Raiser’s Edge, and then match the records.

  • Otherwise, select Yes, this is a new person to create a record in the Raiser’s Edge,