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. Export the required fields:
    1. In Export, create an Individual Export
    2. Select a Comma-separated values format
    3. Unmark the Include headers checkbox
    4. On the Filters tab, filter on the Individuals to update
    5. Select the Output tab, expand Individual, and select the following fields:
      • Import ID
      • Individual First Name
      • Individual Last Name
      • Online User ID
      • Online User Password
    6. Save the export parameters
    7. Export the information

  2. Update the the Online User ID and Password
    1. Browse out to the exported file and open it
    2. Update the user ID and password for each record
    3. Save the CSV file

  3. Import the updated information:
    1. In Administration select Import
    2. Create a new Individual import
    3. Select the Update existing records option
    4. Browse to the CSV file in the Import file field
    5. Select Individual Import ID as the field to use to match records
    6. Select the File Layout tab and and select the Import File does not contain field names option
    7. Select the Fields tab and map the fields (using the same order they were selected in the export above)
    8. Save the import parameters and click Import Now