Exporting TeamRaiser transactions for import to RE

Spring Velazquez

Our organization (Make-A-Wish) as a whole is new to TeamRaiser in LO. My chapter is a beta site for our walk in October. We've started receiving registrations and donations through our site and I am now tasked with getting the donor information into RE. We use IOM so I figured I could easily write a profile and export the date then import to RE using IOM as I did when we used Kintera Sphere. 



I receive our BBMS transaction reports for our weekly deposits and while there is barely any information included, I should be able to match the BBMS disbursement report to the LO transactions for the same time period right? 



What I am finding is that there doesn't seem to be any way to export just the real time financial transactions for the time period selected. for this import I don't care who the participant is, I don't care if it's registration or donation - I simply want to get the payee's name, address, transaction amount (whether they're making a donation to an individual or a team, or registering themselves) into a file that I can then import. Is this really as impossible as it seems? 



As an aside, our overall organization standards are that each batch must match each deposit in RE to post to FE (that's a national standard) so I already have to download the reports twice (we have 2 walk locations) to consolidate into one import file.



The people in charge of the system seem to think there truly is no way to get this information in one report. Is that true?

Keri Eadie

Does this mean that you do not have the Raiser's Edge Luminate Online (RELO) connector?  If you do then the transactions feed automatically into RE where you can accept/edit and decline new consitituents and add gifts individually or through batches.

Spring Velazquez

That's correct Keri - we don't have the RE/LO connector. The way our system is set up, we will never have the connector :-/