Note: When submitting names for an Enterprise Data Quality Professional, only include constituent records that you would like updated.  If you have Non-Address related information (care of/ attention) in your addresses, this information could be removed during the update process.  You will also want to remove any records that are marked as Deceased.
  1. Create a query of the constituents to include in the screening.
  2. Create a constituent export in comma separated values (CSV) format based on the query created in step 1.
  3. On the Output tab, select:
    • Constituent Information, First Name
    • Constituent Information, Middle Name
    • Constituent Information, Last Name
    • Constituent Information, Organization Name
    • Constituent Information, Key Indicator
    • Constituent Information, Import ID
    • Address, Preferred Address, Address Line 1
    • Address, Preferred Address, Address Line 2
    • Address, Preferred Address, City
    • Address, Preferred Address, State
    • Address, Preferred Address, ZIP
    • Address, Preferred Address, Import ID
  4. Transfer the file to our FTP site
  5. Email when the file has been successfully transferred, indicating that you have uploaded your file for Enterprise Data Quality processing.
Note: You will need to run AddressFinder once your EDQ Pro results are imported to standardize all addresses.  You are granted a free AddressFinder screening with your purchase of EDQ Pro.