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.

    • 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
    • Save and close the CSV file
    • On the General tab, select Update existing records
    • Select all other appropriate options and complete the import process