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