1. 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. This will help improve the results of this run.)
  2. Using the selected records from your query, export the following fields in CSV (comma-separated values) format:
    • First name
    • Middle Name
    • Last name
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Zip Code
    • Constituent Import ID
    • Address 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 once the data is received by Blackbaud.)

2. Retrieve the results 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 files to a location on your workstation

3. Use the results to update constituent records:
  1. Create the attribute(s) to be imported into The Raiser's Edge. (Note: Refer to the email from the Data Specialists indicating which attributes to create, such as Gender. If you've done this append before, review existing attributes that you may already have.):
    • In Configuration, click Attributes
    • Highlight Constituent
    • Scroll to the bottom row to enter attribute description
    • Enter Table as the Data Type
    • In Table Name column, scroll to bottom to [Add a new table]
    • Name the table the same as the attribute category
    • Mark Active
    • Repeat these steps for each attribute needed
  2. Import the attributes to constituent records (Note: For complete instructions, refer to How to import constituent attributes):
    • In Administration, click Import Records and create a new Constituent Attribute import
    • Browse out to the location of the unzipped import file in the: What file to you wish to import? field
    • Leave the File Layout tab set to the defaults
    • On the Fields tab, ensure all fields are mapped
    • 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
    • Click Import Now to import the Data Appends information