In order to change the preferred address to an alternate, an alternate address needs to be set as the preferred. This automatically makes the old preferred address an alternate address. Follow the instructions below whether you want to change the preferred address to an alternate or change an alternate address to the preferred.

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.

  1. Create a query of records whose alternate address needs to be the preferred address
  2. Open Administration and select Import. Select Constituent Address under Constituent and click New Import
  3. On the General tab of the import, select the following:
    1. Choose Create Import File for What do you want to do
    2. Select Include, Selected Records
    3. Browse to the query created in step 1 
    4. Enter a file name of address.csv to a desired location
    5. Choose to Include all fields in the import file
    6. Save the import as Address Change
    7. Click Create Now
    8. Close the import
  4. Open address.csv file in Excel. Each address for these constituents has exported. 
  5. Sort the file and remove the blank addresses and any other address which will not be the preferred for these constituents
  6. Change PrefAddr from FALSE to TRUE
  7. Save the file as address2.csv
  8. Close Excel
  9. Reopen the Saved Import in Admin, Import. Select the following:
    1. Change Create Import File to Update Existing Records
    2. Save the import
    3. Choose Create Exception File on Summary. Enter bad.csv
    4. Click Update Now to update the records