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    Fund is Missing for an Advisor in DonorCentral
    • 27 Dec 2022
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    Fund is Missing for an Advisor in DonorCentral

    • Updated on 27 Dec 2022
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    Article summary

    I have a donor who is missing a fund in DonorCentral. The advisor can see some of the funds, but some are missing.

    Answer:

    If you have real time sync enabled, do the following:
    Change the DC level access for the fund that is missing for that advisor in FIMS, waiting a bit to see it change in DC then change access level back in FIMS.

    The article below shows where those settings are located.
    What is the Difference Between the Real Time Sync and the Nightly Scheduled Upload Task for DonorCentral?

    If you do not have real time sync enabled:
    Change the DC level access for the fund that is missing for that advisor in FIMS
    Do a full upload to DonorCentral
    Change access level back in FIMS
    Do another full upload to DonorCentral

    Here is how you can manually upload data to DonorCentral after making changes:
    Can I manually upload data to DonorCentral?


    Troubleshooting tips:

    You can look at the npo\found\tempfiles\nxt folder to see that RTS operation happened or npo\found\eadvisor\history\nxt for full uploads. In both cases the two files are fd_advisor.txt and fd_advisor_fund.txt.

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