I. Export and Upload for Processing:

  1. Create an export process containing the following fields:
    • Import ID
    • First Name
    • Middle Name
    • Last Name
    • Preferred Address
    • Preferred City
    • Preferred State
    • Preferred Zip
  2. Export as a .csv file
  3. Transfer the file to our FTP site (BB45967)
  4. Email addressfinder@blackbaud.com to notify a data specialist the file is ready.
    • Note: The fill will take 3-5 business days to process.
II. Download and Import
  1. Download the zip file from our FTP site (BB45967)
  2. Unzip the files (BB546)
  3. Create an attribute named AgeFinder :
    • Go to Admin > Attribute Categories
    • Click Add
    • Name the attribute: AgeFinder
    • Set the Record Type to Constituent
    • Set the Data type to Fuzzy date
    • Click Save
  4. Create the batch design for import:
    • Go to Admin > Batch > Batch Entry
    • Click Batch Templates on left
    • Click Add
    • Choose Constituent Update Batch > OK
    • Name the batch design AgeFinder
    • In the left pane select Constituent Attributes > AgeFinder and move to the right
    • Click Save
  5. Create the Import Process:
    • Go to Admin > Import.
    • Click Add
    • Name the Import Process AgeFinder
    • Select From Local File and browse to the file extracted in Step 2
    • Set the Batch design to AgeFinder
    • Click Auto-Map
    • Click the collection field link
    • Select Auto-Map then OK
    • Click Save
  6. Select the AgeFinder import and select Start Import
  7. Go to Admin > Batch > Batch Entry
  8. Highlight the batch created by the AgeFinder import process
  9. Click Commit
  10. Mark the following:
    1. Validate Batch Before committing
    2. Check for duplicate constituents
    3. Create Exception batch named: Exceptions from AgeFinder screening
    4. Create control report
    5. Create output selection named AgeFinder Updates
  11. Click Start