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. If you wish to only include Constituent's with Non-constituent Spouses, follow BB729958.
    • 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
    • Spouse Address Line 1
    • Spouse Address Line 2
    • Spouse City
    • Spouse State
    • Spouse Zip Code
    • Constituent Import ID
  3. Transfer the file to our FTP site
  4. Email addressfinder@blackbaud.com when the file has been successfully transferred.
    • Note: Allow 3 to 5 business days for processing
 

Retrieve the file:

  1.  Download the ZIP file from our FTP site
  2. Save the file onto a workstation where The Raiser's Edge is installed. This file contains a summary report and an import file.
  3. Unzip the file to a location on your workstation
 

Add the Attributes in the database

  1. Add the attribute to be entered in configuration
  2. In Configuration, click Attributes
  3. Create a new constituent attribute
  4. Enter AgeFinder_Spouse as the attribute description
  5. Enter Fuzzy Date as the Data Type
     

Use the import file to update 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

Export out Spouse Birthdates:

  1. Create a Constituent export in CSV format with the following fields:
    • Biographical, ImportID
    • Spouse, Biographical, Relationship ImportID
    • Attributes, AgeFinder_Spouse, Description 
  2. Save this file locally to your workstation
  3. Change the headers in this CSV file to read as follows
    • Import ID = ImportID
    • Spouse Relationship Import ID = SRImpID
    • Description (Birthday) = SRBday
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Import the birth dates into the spouse record:

  1. In Administration, click Import Records and create a new Constituent Spouse 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:\ExceptionsSpouse.txt and mark the Create control report checkbox and select Preview
  6. Click Import Now to import the age information