Through an import we may replace the credit card numbers with characters so they are no longer in the database.
  1. Create a constituent query and/or a gift query of the records whose credit cards are to be deleted. If the records have nothing in common in The Raiser's Edge, refer to How to query on specific records for instructions on creating the query.
  2. Create an export of this information.
  3. Using the exported data, create a constituent credit card import file or a gift import file using the query created in step 1. On the Fields tab, select the following fields:
    Note: Credit Card Import ID will not be available for the Gift Import
    • Constituent Import ID or Gift Import ID
    • Credit Card Import ID
    • Expiration
    • Number
    • Type
  4. Click Create now to create the file. 
  5. Open the file in Microsoft Excel.
  6. Delete any records/rows that do not need to be changed.
  7. In the Number column, change all values to a carat (^). (View a sample file.)
  8. Save the file in CSV format.
  9. Go to Config, Business Rules, General and mark Save Record Anyway under the heading When saving a constituent or gift, if credit card number is invalid.
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. Click Administration, Import 
  2. Select the import parameter file that was saved above
  3. On the General tab, select:
    • Update existing records.
    • What file do you wish to import?: Browse to the import file 
    • Leave everything else set to the defaults 
  4. On the Summary tab, be sure to create a control report.
  5. Click Update.