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FAQs on Events sync with Raiser's Edge

FAQs on Events sync with Raiser's Edge

See the most common questions and some work around on Events sync to Raiser's Edge
Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

  1. Why do I see only some guests as synced?

    • The guests that are unmapped or among the mapped ones, those that do not have a System Record ID, will not be synced to Raiser's Edge.

    • To sync these guests turn the toggle "Sync the non-constituent accompanying guests" ON.

  2. Is there a way for me to reset the entire sync and start over?

    • There is an option to reset the sync. Click on View Sync Status > Remove Guests

    • This will remove all the guests you synced to Raiser's Edge.

    • Note: Events and tickets will be intact only the guests will be removed along with their purchase and payment details.

  3. I want to push only the gift amount to Raiser's edge. The ticket payments are not relevant to be added to Raiser's Edge.

    • Choose the option "Only gifts (via gift tickets) are pushed" in the Sync configuration.

    • This will push only the donations to Raiser's Edge along with other event details

      • Event Data —

        • Event Name and Date

        • Ticket Name and Amount

      • Participant Data —

        • RSVP, and Registration date

        • Number of tickets purchased (even the tickets purchased for the accompanying guest)

        • Check-in status

  4. A lot of the unmapped guests are mostly non-constituents but I want to sync them over to Raiser's Edge.

    • To sync these guests turn the toggle "Sync non-constituent accompanying guests" ON.

  5. Do I have to sync every time I change something on the event or when someone registers?

    • Yes, you have to sync for the changes to get reflected on Raiser's edge. But you do not need to do them immediately.

    • Whenever you sync, any new updates made on the event will be pushed to Raiser's Edge.

  6. When will the check-in status be synced?

    • After the event is over, and you marked all those who attended as "Checked-in" on Almabase, sync over the event again.

    • The checked-in status will be pushed to Raiser's Edge and the guests will be marked as "Attended".

  7. The sync configuration I selected was incorrect. I have already synced the guests. What can I do to change it?

    • There is an option to reset the sync. Click on View Sync Status > Remove Guests

    • This will remove all the guests you synced to Raiser's Edge.

    • Note: Events and tickets will be intact only the guests will be removed along with their purchase and payment details.

    • Once the guests are removed you can change the configuration and sync the event again.

  8. One of the guests I synced had an incorrect System Record ID, and now a constituent who is not attending the event is added as a participant. What can I do to change it?

    • Update the record with the correct System Record ID

    • Look up the guest under the Guest Manager and click on Sync.

    • This will remove the guest and resync to the correct constituent.

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