RE/LO Connector

Options
Raj Aiyer
Raj Aiyer ✭
Sixth Anniversary Facilitator 1
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
Hi, is there a way in RE or in LO, to obtain the list of gifts in the RELO Connector ? is there a field which gets updated in RE or LO when the gifts are matched and imported into RE from the connector ?
Tagged:

Comments

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Hi Raj Aiyer‍ - Unfortunately the only way to establish a list of the gifts currently listed in the RELO connector is to create it yourself - we have a policy to do this before gifts are downloaded; it helps us in the future if we need to see what information the gifts came over with and in the present to keep track of the gift detail that we need to add onto the gift information listed in Batch.


    Any gifts brought over from LO into RE will have various gift attributes added to the gift record: Donation Type, Donation Form Name, Gift ID, etc. You can query off of this fields to group together LO gifts in RE. As for gifts that originate in RE, we have added an extra gift attribute that we utilize when adding an RE gift as an offline donation in LO.


    There are quite a few ideas for RELO in the Luminate Online Idea Bank, you should check it out and see if your questions/topics are covered.

Categories