I.     Create and submit a data file to Blackbaud containing the records to be screened:
1.         a.     Create a query of the constituents to include in the screening
Note: All records need to have a name and at least one address line. We recommend running an AddressFinder prior to this service so that all addresses are current and in a standardized format.  
b.      Using the selected records from your query, Export the following fields in CSV (comma-separated values) format: 
·   First name 
·   Middle Name 
·   Last name
·   City 
·   State 
·   Zip Code 
·   Email Address (1 per record)
·   Constituent Import ID  
·   Address Import ID
2.         Transfer the file to our FTP site
3.         Email addressfinder@blackbaud.com when the file has been successfully transferred
Note: Allow up to 10 business days for processing.  
4.        Retrieve the file:
b. Save the file onto a workstation where The Raiser's Edge is installed. This file contains an import file (SocialInfluencer.zip)
c. Unzip the files to a location on your workstation 
5.         Create Constituent Attributes with the following descriptions and data types        
Note: When prompted for a Table Name, you can scroll to the bottom of the drop-down menu and select [Add New Table].
DescriptionData Type
Social Influence SegmentTable
Kred CompanyText
Profile PhotoText
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.

II.       Import the updated information: 
1.         Click Administration > Import 
2.         Under Constituent, select Constituent and click New 
3.         On the General tab, select:
i. What do you want to do?: Update existing records
ii. Options: Validate Data Only, Create new table entries
iii. What file do you wish to import: Browse to and select the TXT file downloaded in step one
iv. How do you want the system to identify existing constituents?: Use the Import ID
v. What is the format of this import file?: Delimited 
4.         Leave the File Layout tab set to the defaults  
5.         On the Fields tab, ensure all fields and extensions are mapped correctly
Note: It is important to ensure the extensions for the attribute fields are mapped correctly. If they are not, exceptions will occur when importing the data file.
6.         On the Summary tab, select:
i. Create exception file of records not updated/imported: Name the file C:\Exceptions.txt
ii. Create control report: Preview
iii. Click Validate Now to validate the import
iv. If there are no exceptions: 
                                             · Unmark 'Validate data Only' on the General tab
                                             · Click the 'Update Now' button to import updated information.
                                             · The Control Report will appear on the screen when the import is completed, if you selected the option to created one.