How do I sync/import/export my constituents between Luminate Online and e-Tapestry?

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I've reviewed documentation in several places, but I can't seem to find exact method on exporting constituents from E-Tapestry into Luminate Online and then also the reverse. I'm looking for the best practice for this as I plan to do it regularly.  Thank you!
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  • Meridith Barryhill
    Meridith Barryhill Blackbaud Employee
    Tenth Anniversary 10 Comments 25 Likes Photogenic

    Holly Yeagle:

    I've reviewed documentation in several places, but I can't seem to find exact method on exporting constituents from E-Tapestry into Luminate Online and then also the reverse. I'm looking for the best practice for this as I plan to do it regularly.  Thank you!

    Hi Holly,


    I have some information on import in eTapestry to help you get started!

    Community blog on Import
    Free training video


    Kind regards,


    Meridith

     

  • When I go to this training video, I get an
    alert saying that the training is unavailable to me. Can you please
    advise how I can access this video? Thank you!

     

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  • Meridith Barryhill
    Meridith Barryhill Blackbaud Employee
    Tenth Anniversary 10 Comments 25 Likes Photogenic
    Hi Holly!


    It looks like you're associated with two different organizations (one that has eTap and the other last Luminate) so you'll want to make sure your profile is set to the one that has eTapestry before you try accessing training. I bet your profile is set to the other one right now. You'll see a little drop down arrow next to your organization name: https://www.screencast.com/t/jZWAdh6Bcz After you switch, try the video again and it should work!


    There are instructions here as well: https://kb.blackbaud.com/articles/Article/47407

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