Before continuing ensure the exported file meets the following requirements:

  • Only individual records can be included
  • Exclude Deceased records
  • Exclude records where the Home address is either blank or a foreign address
    • PO Boxes can be included however return lower results.  Include physical address for better returns.
How to create the export:
  1. Create a file that includes the following required fields:
    • Unique ID
    • First Name
    • Last Name
    • Suffix
    • Home Address Line 1
    • Home Address Line 2
    • Home City
    • Home State
    • Home Zip Code
  2.  Save the file as a .CSV, .TXT, or Excel file
    • Note: If saving the file as a .CSV or .TXT document DO NOT open it again. Excel could remove leading 0's from Zip Codes or Unique ID's.
  3. Upload the file to your Blackbaud FTP folder. (Do NOT place the file in any folders within your FTP folder. Just upload directly in the FTP)
  4. Email your Project Coordinator with the:
    • File Name
    • The user that uploaded the file to FTP