Syncing Constituents from RE into GE

Constituents records sync into Grant Edge (GE) from Raiser's Edge (RE) during the nightly sync. However, the user can pull a new constituent from RE for immediate use in GE manually. All constituents must have constituent codes in RE identifying them to be pulled into GE. The user can verify which codes GE pulls in from RE on the Business Rules page in GE. 

Syncing a Constituent From RE Manually:

Note: To limit duplicates, it's best practice to search for a constituent before creating a new one.

1. Click Records > Constituents.
2. Click the ellipses (…) beside the Quick Find search box.
3. In the new window immediately click RE Search.
4. Type the name of the constituent the user is pulling in.
5. Click Search. GE will state how many results were found in RE. If there is no record the screen will show 0 result(s) found. If the user doesn’t see at least 0 result(s) that means that the connection to RE has been lost. Re-establish that connection by going to the Home page and disconnect and reconnect to RE . This will restore the connection to RE. 
6. The constituent will populate in the window, double click the constituent.
7. In the new window click Open. This brings the record into GE.

The GE constituent record will show the constituent codes that were set in RE at the bottom of the screen in check boxes.

During the nightly sync, if there is a corresponding Financial Edge (FE) vendor record it will associate the RE and FE record.