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 article.

  1. Create a constituent query of the records to be changed.
  2. Create a constituent export in Comma-Separated Values format based on the query created in step 1.
  3. On the Output tab, select:

    Constituent Information > Import ID
    Constituent Information > ID

    Note: If you need to see who the constituents are, you can also include the following fields:

    Constituent Information > Last Name
    Constituent Information > Key Indicator
    Constituent Infromation > Org Name

  4. Click Export Now to create the data file.
  5. In Excel, open the data file.
  6. Click the gray box next to Row 1 to highlight the entire row.
  7. Select Insert, Row from the menu bar.
  8. Enter the following information in the appropriate columns:
    • Column A: ImportID
    • Column B: ConsID

    Note: If the other fields, such as Last Name, Key Indicator, and Org Name, are included, delete those columns after you finish updating the data file.

  9. In Column B: ConsID, enter the appropriate value for the constituent ID (e.g. 1). Ensure the values entered do not already exist on other constituent records.
  10. If you need to partially replace existing constituent IDs, use the Replace function in Excel to partially replace the value.
  11. Save and close the data file.
  12. In The Raiser's Edge, import the data file using a constituent import.
  13. On the General tab, select Update existing records.
  14. Select all other appropriate options and complete the import process.