We recommend that prior to running Credit Card Updater (CCU) for the first time, you prepare your database by completing the following steps:

1. Run the Past Due Report to identify any lapsed recurring gifts or pledges

a. Mark the option on the General tab to Create a Gift output query 
b. Click Preview and name the output Gift query
c. Mark any lapsed or old pledges and/or recurring gifts as inactive to prevent them from being picked up by CCU. Note: The date range used to deem recurring gifts and pledges as lapsed would be up to your organization to decide.
2. Create a Constituent Query using the Credit Card fields in your criteria to identify any invalid cards that should be deleted prior to running the service for the first time

Once you are ready to run Credit Card Updater users will navigate to the service within Raiser's Edge. Note U.S. customers will access CCU from within the Data Health Center while Canadian customers will access CCU from the Administration module. Since it is the first time you will be running CCU, no cards will be updated at this time. All eligible credit cards will be registered with Blackbaud Merchant Services. Please note that Blackbaud Merchant Services only sends information you submitted once a month, so we recommend you run the Credit Card Updater process on a monthly basis. If desired, you can opt to receive a notification when your cards have been updated. 

Note: Credit Card Updater is not an automated service. Users are reccomended to set up a recurring schedule to submit and return credit card updater results. Performance of the service is dependent on data size and other factors, users should allow ample time when running the service.