FAQ: What Fields Sync Between ResearchPoint and Raiser's Edge?

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Over the past few weeks I have been receiving quite a few questions in class about what fields sync and what fields don't when using integration between ResearchPoint and Raiser's Edge. I thought I would address this question this week as kind of a refresher!

Only certain fields sync to Raiser's Edge and others that will sync back to ResearchPoint. They work kind of like two one-way streets.

The fields going to the Raiser's Edge will sync directly to (and only to) the Prospects tab. These values such as the assets and the philanthropic gifts and political donations need to be confirmed before they will be able to be synced over. Coming the other way, from Raiser's Edge to ResearchPoint, the information being synced is going to be those fields that can assist with a WealthPoint screening such as updated address, phone number and business information.

Below is a link to our Knowledgebase solution and a graphic that explains more about what fields sync between the two databases and where you will be able to find them!

What Fields Integrate between ResearchPoint and The Raiser's Edge

To learn more about integration, please join us on Wednesday's for ResearchPoint: Integration with the Raiser's Edge!

What fields would you like to see synced that aren't already? Let us know by commenting below.

Happy researching!

News ARCHIVED | Blackbaud Target Analytics® Tips and Tricks 10/22/2015 4:09pm EDT

Added by Ashley Oates

6 Comments

Crystal Bruce Oct '15

Thanks for the comments - please feel free to submit an idea to the product development team by clicking on ideas at the top of the page or under the navigation menu. There are a few ideas there for syncing records. Just search sync and make sure you cast a vote for the idea that already exists. If you don't see it, simply add it. We'll start gathering votes and discussing ideas submitted.

Jill Goldman Aug '23

I don't understand why job title doesn't sync from RE to RP - RP has a field for primary business job title and it can be dispayed on lists, but we can't upload/sync data into it.

Kristin Albright Oct '15

I would also like to see spouse info in RE synced to RP. Would also like constituency code to come over. We have decided to not sync anything from RP back over to RE since you cannot customize where you want the information to be mapped to. We have other estimated giving capacity ratings from past wealth screenings with other companies, and we didn't want to have RP create a whole new "Source" for just their ratings, so we are ending up downloading the RP ratings, formatting them and then uploading them into RE. Bummer! Defeats half the purpose of having RE and RP integrated!

Jessica Wade Oct '15

I agree that spouse information from RE would be helpful to sync to RP. It would also be worthwhile if a constituent's education and industry from RE synced with RP.

Jaime Olinske Oct '15

There is a big problem with how the data syncs to RE. Since BB set it up to come to RE with the same source code, it's a huge mess to export the data. It causes dashboard and report issues, too. Education needs to sync over because... it seems like a big oversight that it doesn't.

Megan Miller Oct '15

I would love to see assigned solicitor sync as well as mosaic data. In addition I wish there was a way to exclude your own organization's giving from coming back in the gifts to other orgnizations.(I know you can reject them, but our business practice only allows researchers to reject and confirm data) but any one can sync data if they pull them into RP.

Kim Braun Oct '15

I would like to see spouse information in RE synced to RP (at least name, date of birth). I find these especially useful in finding various types of records for the household (real estate, Larkspur, businesses, philanthropic/political contributions, affiliations, etc.).