RaiseDonors keeps a ‘foreign' key from OLOD. This enables us to always update the same record.
RaiseDonors will look up the account at OLOD before sending the gift to ensure the foreign key is still active and not deleted.
If the account we've been using has been deleted, merged, or made inactive, the system will do a fresh look up and store the new foreign key in our system.
The logic to keep from creating duplicates RaiseDonors searches donors by:
FName, LName, Email, Phone, Address
FName, LName, Email, Address
FName, LName, Email
FName, LName, Address
RaiseDonors creates a donor if no match is found.
If a donor's account information is updated, that information can be is sent to OLOD as long as the OLOD integration setting is set to "Overwrite Data". (In Account > Integrations > Orange Leap > Look for question: "If and existing match is found, Would you like RaiseDonors to update all account information @OLOD? Or leave account information @OLOD as is?")
You can update donor information at any time from within RaiseDonors. All updates will be pushed to OLOD
Donors may also update their information form within their donor portal. All updates will be pushed to OLOD.