Event Sponsorships come into The Raiser's Edge as Registrants -when processing transactions from AuctionMaestro Pro

When The Raiser's Edge is integrated with AuctionMaestro Pro, event participants that are recorded in AuctionMaestro Pro can be directly downloaded into The Raiser's Edge. When processing transactions after an event, sponsorships come into The Raiser's Edge as Registrants, not Sponsors, on the event Participant tab.
When processing event participant records from AuctionMaestro Pro, The Raiser's Edge does not have the functionality to differentiate the types of participants.

In order to change a Registrant to a Sponsor, please follow the steps outlined below:

Note: For information on the differences between registrants, guests, and sponsors, refer to What is the difference between registrants, guests, and sponsors? BB14240.
  1. In Records, click Events
  2. Open the appropriate event record
  3. On the Participants tab, open the record of a registrant other than the one that needs to be changed to a sponsor
  4. In the Sponsored By field, click the binoculars and search for the registrant to be changed to a sponsor
  5. The following prompt appears:
[Registrant Name] is currently in the system as a registrant. In order to continue, [Registrant Name] must be converted to a sponsor. Doing this will convert any guests of [Registrant Name] to registrants sponsored by [Registrant Name]. Do you wish to continue?
 
     6.  Click Yes 
     7.  Close the registrant record opened in step 3 without saving the record unless the registrant listed in the Sponsored By field is correct
     8.  The Sponsorship is now correctly identified


This integration is now supported by Maestro Software. Questions regarding resources, functionality, or troubleshooting or Maestro Software can be directed to Maestro Support.

Steps to Duplicate

  1. In The Raiser's Edge, select AuctionMaestro Pro Integration.
  2. Click Download Transactions from AuctionMaestro Pro.
  3. Once the download is complete, select the link Click here to Import Transactions into The Raiser's Edge.
  4. Click Create Batch to create a batch of downloaded transactions.
  5. Commit the batch in the Batch module.
  6. Open the event record
  7. Click on the Participants tab
  8. Locate a Sponsor and see that they are listed as a Registrant

Was this article helpful?