1. Create and submit a data file to Blackbaud containing the records to be screened:
 
    1. 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 screening prior to this service so that all addresses are current and in a standardized format.
    2. Using the selected records from your query, export the following fields in CSV (comma-separated values) format:
      • Spouse First name
      • Spouse Middle Name
      • Spouse Last name
      • Preferred Address Line 1
      • Preferred Address Line 2
      • Preferred City
      • Preferred State
      • Preferred Zip Code
      • Constituent Import ID
      • Address Import ID
    3. Transfer the file to our FTP site
    4. Email addressfinder@blackbaud.com when the file has been successfully transferred.
      Note: Allow 7 to 10 business days for processing
 
  1. Retrieve the file:
 
  1. Download the file from the FTP folder (BB45967).
  2. Save the .zip file to a location on the workstation that will complete the import.
  3. Unzip the downloaded file (there will be two items extracted).
    1. Summary Report
    2. Import File: It will be in .txt format - do not open this file.
  4. Have all users exit and sign out of The Raiser's Edge.
  5. Import the new numbers.
    1. On the Navigation bar, click Admin and select Import
    2. Under Constituent, double-click Constituent Phone
    3. Select to Import new records and mark the Create new table entries checkbox under Options
    4. In the Import file field, browse to the unzipped Spouse_CellPhone file that was downloaded from the FTP site
    5. Select the ‘Use Import ID’ and ‘Delimited Characters separate the fields’ options
    6. Select the Summary tab
    7. Mark the Create exception file of records not updated/imported check box and name the file C:\Exceptions.txt
    8. Mark the Create an output query of the records imported box
    9. Mark the Create control report checkbox and select the Preview option
    10. Leave all other options and tabs set to the defaults
    11. Click Import Now to import the Spouse Cellphone Numbers