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 solution.

  1. Create a membership query of the records to be changed.
  2. Create a membership export in CSV (Comma Separated Values) format based on the query created in step 1.
  3. On the Output tab, select:
    • Membership Import ID
    • Membership ID
    • Constituent > Biographical > Import ID
    • Add any other fields to assist you in reviewing the data
  4. Click Export Now.
  5. In Excel, open the CSV file.
  6. In the Membership ID column:
    • If updating or changing the ID, enter the appropriate value for each record.
    • If deleting the value in this field, enter a ^ (hold down Shift then press 6).
  7. Save and close the CSV file.
  8. Import the CSV file using a membership import.