1. The records to submit for screening should meet the characteristics below: All fields in BOLD are required.
    • Individuals Only
    • No Deceased, Foreign or records without a home address.
      • Physical Addresses return the best results.  PO Boxes typically result in a lower match rate.
  2. The file should be a Tab Delimited text file and contain the following columns:
    • Import ID (Unique ID)
    • Title 1 (Prefix)
    • First Name
    • Middle Initial or Full Name
    • Last Name
    • Suffix
    • Date of Birth (MM/DD/YYYY or YYYYDDMM)
    • Marital Status
    • Spouse Record ID
    • Spouse Title (Prefix)
    • Spouse First Name
    • Spouse Middle Initial or Name
    • Spouse Last Name
    • Spouse Suffix
    • Constituent Codes (Up to 5 per file, each must be in a separate column).
    • Home Address Line 1
    • Home Address Line 2
    • Home Address City
    • Home Address State Abbreviation
    • Home Address Zip Code
    • Home Phone Number
    • Business Organization Name
    • Business Position
  3. Upload the completed file the Blackbaud FTP folder.
  4. Email BlackbaudAnalyticsSupport@blackabaud.com notifying us:
    • Which user uploaded the file.
    • How many records are in the file.