How to Process Mosaic data for CRM

This article provides information on how to export, download and import Mosiac data for Data Enrichment screening for CRM.
I. Export and Upload for Processing
1. Create an export process containing the following fields:
  • Lookup ID
  • First Name
  • Last Name
  • Preferred Address line 1
  • Preferred Address line 2
  • Preferred City
  • Preferred State
  • Preferred Zip 
  1. Export as a .csv file
  2. Transfer the file to our FTP site
  3. Email addressfinder@blackbaud.com to notify a project coordinator that the file is ready. Provide the name of the service, contact information and Site ID.
    • Note: The file will take 3-5 business days to process.
II. Download and Import
  1. Download the zip file from our FTP site
  2. Unzip the files
  3. Create an attribute named Mosaic:
    • Go to Admin > Attribute Categories
    • Click Add
    • Name the attribute: Mosaic
    • Set the Record Type to Constituent
    • Set the Data type to Text
    • Click Save
  4. Create the batch design for import:
    • Go to Admin > Batch > Batch Entry
    • Click Batch Templates on left
    • Click Add
    • Choose Constituent Update Batch > OK
    • Name the batch design Mosaic
    • In the left pane select Constituent Attributes >  Mosaic and click and drag it to the right
    • Click Save
  5. Create the Import Process:
    • Go to Admin > Import.
    • Click Add
    • Name the Import Process Mosaic
    • Select From Local File and browse to the file extracted in Step 2
    • Set the Batch design to Mosaic
    • Click Auto-Map
    • Click the collection field link
    • Select Auto-Map then OK
    • Click Save
  6. Select the Mosaic import and select Start Process
  7. Go to Admin > Batch > Batch Entry
  8. Highlight the batch created by the Mosaic import process
  9. Click Go to Batch Entry
  10. Click the drop down in front of the new Batch
  11. Click Commit
  12. Mark the following:
    1. Validate Batch Before committing
    2. Check for duplicate constituents
    3. Create control report
    4. Create output selection named Mosaic Updates
  13. Click Start

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