The Member Essentials to Little Green Light sync feature is designed to sync member transactions occurring in Member Essentials, for which the accounting reference for that transaction has been configured accordingly. Note, the sync is not designed to sync non-member transactions. A transaction eligible to sync will appear in Little Green Light as a gift record attached to the member's constituent record.
A gift will sync from Member Essentials to Little Green Light if all of the following are true:
- The Member Essentials profile has synced to an LGL constituent record. You can confirm this by finding the constituent record in LGL, and checking the "AJLI data" section. This should show the member's AJLI ID. There will also be a "Member Essentials Link" which will take you to their profile in Member Essentials. If these are shown, then the Member profile has synced successfully to LGL.
- Items (donations, event tickets, etc.) have been tagged with an accounting reference code that has been configured to sync to donor management. See Creating Accounting Reference Codes
- The Member was logged in when she made the purchase from the Simple Store or Paid Events. You can check this by going to the member's profile in Member Essentials and checking the Financial section. The purchase should be listed here. If a member made the purchase but it is not listed in her profile, she was not logged into the portal when she made the purchase. Paid events will prompt the user to log in before purchasing event tickets. A similar feature is coming for Simple Store (donations, etc.) later this League year (2024-2025).