Transferring Constituent Queries from The Raiser's Edge to Luminate Online

When The Raiser’s Edge is integrated with Luminate Online, users can transfer constituent queries from The Raiser's Edge to Groups in Luminate using the Luminate Online Plug in for The Raiser’s Edge.  All queries must be Constituent type queries to go from The Raiser's Edge to Luminate.

Notes: 

• 
  
• This post does not pertain to The Raiser's Edge Connector for Luminate Online
  
• At this time, we cannot transfer the other way - i.e., from Luminate to The Raiser's Edge.
  
• At this time, we can only transfer Raiser’s Edge queries that do not include any Sort fields on the Sort tab.
  

Here are the steps for doing this:

1. 
   
2. Ensure there is a query category called Luminate in The Raiser's Edge Query page
   
3. Create a Constituent query without any Sort fields
   
4. Save the query and add it to the Luminate Category
   
5. In Luminate Online, click on Constituent 360 > Groups
   
6. Click the "Map a New Group to an off-line segment" button
   
7. Enter a name, description, security mode, and security category
   
8. In the Group Type dropdown, choose RE Groups
   
9. In the Map to Offline Logical Segment dropdown, select the query created in Step 2 in The Raiser's Edge
   
10. Mark the option to Periodically rebuild group membership if needed
    
11. Click Save. The group will now appear in Constituent 360 > Groups for use with Luminate Online
    

When transferring queries in The Raiser’s Edge to Luminate Online using the Luminate Online Plug in for The Raiser’s Edge, queries can be static or by dynamic.

For more information about Query, search Training Central using the keyword Query.