Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Note: Please review What are the timeout settings for applications in Blackbaud Hosting Services prior to starting the import to ensure those settings won't interrupt.  
  1. Unzip the files    
  2. Create two Constituent attributes named BB Individual Key & BB Household Key:
    • Click Config > Attributes > Constituent
    • Click in the blank row to create a new attribute
    • Enter BB Individual Key as the attribute description
    • Select Text as the Data Type
    • Mark the Active checkbox
    • Click in the blank row to create a new attribute
    • Enter BB Household Key as the attribute description
    • Select Text as the Data Type
    • Mark the Active checkbox
  3. Import the attributes: You will ONLY import the file titled pkout.txt
    • Click Admin > Import >
    • Double click Constituent Attribute
    • On the General tab complete the following:
      • Mark Update existing records 
      • Mark Create new table entries
      • Mark Import records not found as new records 
      • Mark the Validate Data Only checkbox to validate the import before committing to ensure there are not any issues
      • In the Import file field click the ellipses button to browse out to the location of the unzipped import file
    • Leave the File Layout tab set to the defaults
    • On the Fields tab, ensure all fields are mapped
    • On the Summary tab we recommend completing the following 
      • Mark the Create exception file of records not updated/imported checkbox and name the file C:\Exceptions.txt
      • Mark Create an output query of the records imported
      • Mark Create an output query of the records updated
      • Mark the Create control report checkbox and select Preview
    • Click the Update Now button 
      Note: If you have the Validate Data Only checkbox marked on the General tab, this button will say Validate now, and your records will not actually be updated until you unmark the checkbox and click Update Now.
The results will be added as an attribute onto the constituent record as shown below:
User-added image
*Enterprise results are depicted in this example