Set the Address Validation Formatting
- Go to Administration > Data Tune-Up
- On the Task menu (left-hand side of the page), click "Edit Data Tune-Up settings"
- Under "Address Formatting", choose the style of the address lines using the pictures provided
- Check "Do not abbreviate address elements according to USPS format" if you wish to have address elements spelled out (includes street, drive, apartment, etc.).
- Check "capitalize the entire address" if you wish to have all caps rather than proper case
Validate an address on a constituent record
- Open the constituent record
- On the Contact tab, go to the Addresses section
- Click Edit next to the address you wish to validate
- Click the Validate button on the screen to validate this address with AddressAccelerator
- Click Save to save the changes and return to the record
How to validate an address for a group of records
Create the Process:
From the Date Tune-Up page, in the Address validation process section, click Add. The Add address validation screen appears.
Enter a name and description to help you identify the process on the Data Tune-Up page.Run the AddressAccelerator Process:
- In the Step 1 frame, click Start. The Run address validation process screen appears.
- In the Selected constituent field, click the binoculars button to access the Selection Search screen. From this screen, you can locate the selection of records you want to validate. If the selection does not exist, you can create a new selection by clicking the Add button.
Include constituents marked as Do Not Mail. Marking this checkbox validates addresses designated as “Do Not Mail” in your system. If unmarked, these addresses are not included in the validation.
In the Addresses frame, select the address you want to include in the validation file. If you select Specific address, the Address type field activates, and you must select an address type: home, business, billing.
- If you mark Create selection from results, a selection file is created and stored in Query. This file contains all validated addresses. If you mark this checkbox, you must enter a Selection name. You can also choose to Overwrite existing selection. If marked, every time you run this validation, the program overwrites the selection created from the previous validation with the information from the most recent validation process.
To view a list of constituents included in the validation selection, click the Preview tab.
To start the validation process, click Start.
- After you validate addresses, the Update addresses option included in Step 2 activates. Click Update addresses. The Commit parameters screen appears.
- To create a batch of all records that do not commit to the database, mark Create exception batch and enter a name to identify the exception batch.
To create a selection of all the records created in the database when you commit the batch, mark Create output Selection and enter a name to help identify the selection. To overwrite any existing selection of the same name, mark Overwrite output Selection.
To generate a control report after you commit the batch to the database, mark Create control report. The control report describes the committed batch and provides information about the records included in the batch.
To validate the batch before you commit it to the database, mark Validate batch before committing.
To delete the batch after you commit it to the database, such as to reduce the size of your database, mark Delete batch after committing.
Click Start. The commit process begins.
NOTE: If you mark Validate batch before committing, the program validates the batch. If the batch validates, the program commits its records to the database. If the validation fails, a validation report appears so you can view the exceptions.