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.

• Create a constituent import file in CSV (Comma Separated Values) format for all records in the database or for a query of records.

• On the Fields tab, select:
   

  
  Constituent, Import ID
  
  Constituent, First Name
  
  Constituent, Last Name
  
  Constituent, Middle Name
  
  Constituent, Organization Name
  
  Any other fields whose capitalization needs to be updated

  
   

• Open the CSV file

• Change the case of the appropriate fields

• Save and close the CSV file

• Import the CSV file using a constituent import

• On the General tab, select Update existing records

• Select all other appropriate options and complete the import process