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.

 
     
    • Export the Deceased Date
      1. Create a query of the records to be updated.  (On the Criteria tab, select Attributes, Specific Attributes, PeopleFinder, PeopleFinder Description)
         
      2. Create a constituent export in CSV format based on the query created in step a.
         
      3. On the Criteria tab, select:

        Constituent Information, ImportID

        Attributes, Deceased/Not Deceased, Description

        Attributes, Deceased, Comments

      4. Click Export Now.
         
      5. In Excel, open the CSV file.
         
      6. Change the headers in this CSV file to read as follows:

        ImportID

        Deceased

        DecDate

      7. Change the values in the Deceased column to Yes or No.
         
      8. Save and close the CSV file.
         
      9. Import the CSV file using a constituent import.
         
      10. On the General tab, select Update existing records.
         
      11. Select all other appropriate options and complete the import process.