Note:
Effective January 1, 2016, Canada Post revised the terms of use of NCOA data.  This change will require you to register online in order to obtain a CPC NCOA Terms of Use ID.  Once the registration is complete, your organization will be assigned an ID number that will be used when submitting  jobs  for processing.  ID numbers will be valid for 12 months and you must re-accept the Terms of Use before its expiration to avoid service interruptions. 
 
You can access this number by going to: canadapost.ca/moverdata.  Once you receive your ID number you will be required to include the ID number each time you submit files to Blackbaud for processing. 

Here are the steps for using the AddressFinder Canada service:

  1. Submit your data file.
    1. Create a query of constituent records with Canadian addresses to include in the screening. Ensure all records you submit to Blackbaud have a name and at least one address line.
      Note: AddressFinder Canada screens Canadian addresses only. Do not include U.S. addresses in this data file. Also, address lines 3, 4, and 5 are not considered for this screening.
    2. Using the query you created in step one, create a constituent export in CSV (comma separated values) format that includes the following fields:
      Biographical, First Name
      Biographical, Middle Name
      Biographical, Last Name
      Biographical, Organization Name
      Biographical, Import ID
      Biographical, Constituent ID
      Biographical, Key Indicator
      Address, Preferred Address, Line 1
      Address, Preferred Address, Line 2
      Address, Preferred Address, City
      Address, Preferred Address, Province
      Address, Preferred Address, Postal code
      Address, Preferred Address, Import ID
    3. Place the CSV file on the FTP server 
    4. Email addressfinder@blackbaud.com and include the CPC NCOA Terms of Use ID (see note above) when the file has been successfully transferred. Allow 7 to 10 business days for processing.
  2. Retrieve your updated data file
    1. When you receive an email notification that your updated data file is ready, retrieve the file from the FTP server 
    2. Copy the file onto your desktop or another location of your choice. This file contains an import file (CanadianNCOA.txt). Unzip it to the location of your choice and use the import file to update your constituents in Step 4.
  3. Create an address attribute named CNCOA. The data type should be Table. The Table Name should be Address Info Source.
  4. Import the updated data file
    1. 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 article.
    2. Click Administration, Import
    3. Under Constituent, select Constituent and click New
    4. On the General tab, select:
      • What do you want to do?: Update existing records
      • Options: Create new table entries
      • Import file: Click the ellipses (...) to browse to the location of the AddressFinder.csv file unzipped in step 2b
      • How do you want the system to identify existing constituents?: Import ID
      • What is the Format of the import file?: Delimited - Characters separate the fields
    5. Leave the File Layout tab set to the defaults
    6. On the Fields tab, ensure all fields are mapped. Refer to How to import the same field multiple times if all fields do not map
    7. On the Summary tab, select:
      • Create exception file of records not updated/imported: Name the file C:\Exceptions.txt.
      • Create control report: Preview
    8. Click Update Now to import the new addresses