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  4. Synchronise Relationships between Raiser’s Edge and Mailchimp*

Synchronise Relationships between Raiser’s Edge and Mailchimp*

*Pro users only

This process is almost identical to the synch process for constituent records, but when selecting the audience only those configured for use with relationships are shown (see ‘Settings’ area for more details).

There are a few other differences to the regular synchronisation:

  • Remember to map the relationship ImportID to the ID field. For more information regarding the Relationship Import ID, please see this knowledgebase article.
  • Only non-constituent relationships are synchronised. If the import ID points to a constituent relationship it will not be synchronised and instead you should use the regular synchronisation.
  • No new records will be added to RE. This should be done in the regular synchronisation. The reason for this is that there is no way of Chimpegration knowing which constituent record the new relationship record should be associated with.

Still got questions? Visit our Knowledge Base to learn more.