• Create a constituent query of the constituents on which to update or add the credit card information. If the constituents have nothing in common in The Raiser's Edge, refer to How to query on specific records (BB26028) for instructions on creating the query.
    • From the Administration page, select Import
    • Double-click Constituent, Constituent Credit Card in the left frame and create an import file:

      • On the General tab:

        1. Select Create Import File
        2. Click Include and select the query created in step 1
        3. Select Include selected fields in the import file
        4. Enter the name of the file and the location in the Import file: field
        5. Leave everything else set to the defaults
        6. Click Next
        7. On the File Layout tab, leave everything set to the defaults and Click Next
        8. On the Fields tab, select the following fields. Then click Next.

          • Constituent Import ID 
          • Credit Card Import ID 
          • Expiration 
          • Number 
          • Type
          • On the Summary tab, leave everything set to the defaults
          • Click Create Now to create the import (data) file
          • Open the file in Microsoft Excel and update the appropriate fields. Save the file in CSV format.
          • 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 solution.


            • From the Administration page, select Import
            • Double-click Constituent, Constituent Credit Card in the left frame and import the updated information back into The Raiser's Edge:

              • On the General tab:

                1. Select Update existing records
                2. Enter the name of the file updated in step 4 and the location in the Import file: field
                3. Leave everything else set to the defaults
                4. Click Next
                5. On the File Layout tab, leave everything set to the defaults and Click Next
                6. On the Fields tab, click Update Fields.
                7. On the Summary tab, leave everything set to the defaults
                8. Click Import Now to update the credit card information