• Create and submit a data file to Blackbaud containing the records to be screened:
      1. Create a query of the constituents to include in the screening.

        Note: All records need to have a name and at least one address line. We recommend running an AddressFinder screening prior to this service so that all addresses are current and in a standardized format.
         
      2. Using the selected records from your query, export the following fields in CSV (comma-separated values) format:
        • Spouse First name
        • Spouse Middle Name
        • Spouse Last name
        • Preferred Address Line 1
        • Preferred Address Line 2
        • Preferred City
        • Preferred State
        • Preferred Zip Code
        • Constituent Import ID
        • Spouse Import ID
           
           
        • Use the import file to update constituent records
          1. Add the attribute to be entered in configuration
            1. In Configuration, click Attributes 
            2. Create a new constituent attribute
            3. Enter Spouse_Deceased as the attribute description
            4. Enter Text as the Data Type
             
            • Import the attributes to the constituent records:

              Note: For complete instructions, refer to How to import Constituent Attributes
              1. In Administration, click Import Records and create a new Constituent Attribute import
              2. Browse out to the location of the unzipped import file in the What file to you wish to import? field
              3. Leave the File Layout tab set to the defaults 
              4. On the Fields tab, ensure all fields are mapped 
              5. On the Summary tab, mark the Create exception file of records not updated/imported checkbox and name the file C:\Exceptions.txt and mark the Create control report checkbox and select Preview
              6. Click Import Now to import the age information
              TO ADD THE DECEASED ATTRIBUTE TO THE SPOUSE RELATIONSHIP RECORD
            • Create a new Individual Relationship Attribute
            • In Configuration, click Attributes 
            • Create a new Individual Relationship Attribute
            • Enter Spouse_Deceased as the attribute description
            • Enter Text as the Data Type
            • Mark active
             
            • Create a constituent query of records to be updated
            • Create a Constituent query with the following fields:
            • Attributes, Specific Attributes, Spouse_Deceased, Deceased_Spouse Description is one of Relative Verified or Death Certificate (include Unconfirmed if applicable)
                            
             
            • Export out Deceased Spouse
              1. Create a Constituent export in CSV format with the following fields:
                • Constituent Import ID
                • Individual Relationship ImportID
                • Attributes, Deceased_Spouse, Comments
                • Attributes, Deceased_Spouse, Description
                • Attributes, Deceased_Spouse, Cattagory
                   
                • Save this file locally to you workstation
                   
                • Change the headers in this CSV file to read as follows
                • Constituent Import ID = ImportID
                • Individual Relationship Import ID = IRATTRIRImpID 
                • Description (Deceased Date) = IRATTRDesc
                • Attribute Category= IRATttrCat
                • Attribute Comment = IRATTRIRImpID              
                 
                • Import the Deceased information into the spouse record
                  1. In Administration, click Import Records and create a new Constituent Individual Relationship import
                  2. Browse out to the location of the unzipped import file in the What file to you wish to import? field and select to update existing records / Validate Now
                  3. Leave the File Layout tab set to the defaults 
                  4. On the Fields tab, ensure all fields are mapped 
                  5. On the Summary tab, mark the Create exception file of records not updated/imported checkbox and name the file C:\ExceptionsSpouse.txt and mark the Create control report checkbox and select Preview
                  6. Click Validate Now 
                  7. If there are not exceptions, uncheck validate now on the general tab and select Import Now

                   
                *Note - Spouse DeceasedRecordFinder must be purchased to submit nonconstituent spouses.  Spouses with their own constituent records may be submitted through standard DeceasedRecordFinder.