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Raiser's Edge Integration

1 "Invalid Appeal ID" Error during Transfer Memberships Sold

Symptom When transferring data using the advanced mapping, the integration gives an error "Invalid Appeal ID" when using advanced mapping to map to the Gift Appeal even though the Appeal ID was chosen using a lookup. Cause This is due to the fact that the…

2 "Invalid Campaign ID" Error during Transfer Memberships Sold

Symptom When transferring data using the advanced mapping, the integration gives an error "Invalid Campaign ID" when using advanced mapping to map to the Gift Campaign even though the campaign ID was chosen using a lookup. Cause This is due to the fact that…

3 Customer numbers and constituent ID's don't match

Information Counterpoint Customer numbers and RE constituent ID's don't match The Counterpoint Customer Number and the RE Constituent ID don't necessarily have the match. There are two identifiers that link a customer, the RE System Record ID and the RE Constituent…

4 Delete Duplicate RE Relationship Records from CP

This script will delete duplicate re relationship records from CP DECLARE my_cursor CURSOR FOR SELECT CUST_NO, RELATIONSHIP, max(SEQ_NO), fst_nam, lst_nam FROM USR_AR_CUST_RE_REL group by cust_NO, relationship, fst_nam, lst_nam having count (*) > 1 DECLARE…

5 Delete RE Relationship Duplicates From RE

This script will delete duplicate relationship records from the RE Database. The select statement will have to be updated to return the correct information. The two key fields will be the *Added_by* and *relation_code* columns. begin tran DECLARE my_cursor…

6 Error Message: Country is invalid

Symptom While running the RE integration, you may receive the message: "Country is invalid: only U.S. and Canadian Addresses are valid" Cause This is a limitation of the RE Integration App Solution This is a limitation of the RE Integration App. Applies To…

7 Error Message: Unable to save customer: Data too long for field

Symptom While running the RE integration application, you receive the following exception: Unable to save customer: Data too long for field Max length=10 for Title 1 Cause This message appears due to a limitation of the CounterPoint to RE integration. The…

8 Raiser's Edge Integration 32bit V.1.2: Configuring Auto-Run

Requirements Raiser's Edge Raiser's Edge Integration V.1.2 To automate the transference of data between The Raiser’s Edge and CounterPoint SQL, you must create a Windows Scheduled Task and configure the desired auto-run options. Windows XP: For instructions…

9 Raiser's Edge Integration 64bit V.1.2: Configuring Auto-Run

Requirements Raiser's Edge Raiser's Edge Integration V.1.2 To automate the transference of data between The Raiser’s Edge and CounterPoint SQL, you must create a Windows Scheduled Task and configure the desired auto-run options. Windows 7: For instructions…

10 Raiser's Edge Integration IT Prerequisites

The following are the IT prerequisites for the Raiser's Edge Integration: The Raiser's Edge client must be installed on the same machine as the Raiser's Edge Integration. Raiser's Edge Integration must be able to run and login to the Raiser's Edge client.…

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