RELO Integration

Katie Vitale:

Brent Heatherington:

Hello SheryAnne,
For Multiple registrations, the registration fees are associated to the registrant that paid, and all other registrations flow through as free registrations.


For example, if a parent registered with a participation type with a 10$ fee and he registered two children with the same participation type, then the total registration fee is 30$. When we sync this in RE, we get the parent registration for $30,, and free registrations for the two children.


Regarding your second question, the gift has to be associated to a constituent in order to flow through the RE+LO integration. There are several ways to achieve this, but I can's suggest any as a best practice.


Hope this helps!

Brent

Once they come through as free registrations how can I connect them to the primary registrant? Say I have 10 primary registrants with payments, and 27 secondary free registrants in one day and they all have different addresses, names. How can I connect them to 1. create relationships between them and 2. figure out what each primary registrant's additional amount (in transaction report) is covering? Each secondary/free registrant in this scenario does have a record.


Thanks,

Katie

Katie Vitale:

Brent, thanks for addressing. I'm not sure I communicated the crux of the issue. Once in RE, primary and secondary registrants have no information/fields connecting them. There is nothing within the gift record or the event module of the primary registrant that lists, states, or links to secondary registrant(s). Conversely, there is no information within a secondary registrant's record or event record to connect them to the primary registrant. Not a soft credit, not an attribute, not gift linking ot the primary registrant's payment, nothing that I can find.


The secondary registrant's event record does indicate which day the primary registrant made the payment, but no other information. Currently, I pore through Luminate reports to make best guesses as to who pays for who. This is not a scalable solution, especially for repeat participants (everyone's goal) whose Luminate IDs will not be a series of consecutive numbers with those of their secondaries, or for large number X participants in a short time (everyone's goal) whose time stamps may be very close. Everything important, including a secondary registrants payer, should ideally come through RELO.