I need to update addresses on multiple constituent records at once

You may need to update the existing addresses in your database for multiple constituents. You may be marking addresses as Do not mail after a mailing or you might be cleaning up your data to standardize addresses. The steps below are to update one existing address on a constituent record. 
Part 1: First, you will want to create a source file for the records that need updating
  1. Preferred: If you can isolate the records that need to be updated in query, you can use the System Record ID of the address to update the Do Not Mail Status.
    1. Go to Analysis > Information Library
    2. Click Add an ad-hoc query
    3. Select the source view of constituents.
    4. Add any parameters you need to Include Records Where to isolate the constituents and addresses you need to update.
    5. To Results Fields to display, add the information you'll need for the import. In the left column, highlight Constituent at the very top. From the middle column, drag First Name, Last/Organization/Household/Group Name, Type and Constituent Record to Results Fields to display. If you're updating the primary address, highlight the Address (Primary) node in the left column Browse for Fields In. If you're updating another address, highlight the Addresses node instead. From the middle column, drag the following fields to results fields to display: Address, City, Country, State Abbreviation, Type, and System Record ID. 
    6. Export the query results
    7. Insert this information into the attached template file. 
  2. If you have the information outside of Altru, populate the attached template file with the information. Under Constituent, use the Look up ID of the constituent instead of the System Record ID as shown in the template file. 
  3. Save the file as a .csv
Part 2: To begin the import, you will need to confirm that you have all of the needed fields in your Batch Template
  1. Go to Administration > Batch Entry > Batch Templates > Constituent Update batch
  2. Click the Double Green arrows next to the template name and click Edit
  3. Click on the second tab, Select Fields and Defaults 
  4. Ensure that Addresses is included in the selected fields. If not, drag these fields from Available Field Options. 
  5. Click save
Part 3: Complete your import process using the following steps
  1. Go to Administration > Import
  2. Click Add to add a new Import Process.
  3. When prompted to select a batch template, expand Constituent and choose Constituent Update batch
  4. Next, you will name your Import Process (for example: Do Not Mail Address Update Import) and add a description if desired. 
  5. Under Batch Owner, choose the username who will be responsible for committing the batch. 
  6. Click the button “Choose from local file” and browse to the .csv file that we saved in Part 1.
  7. Click Next. 
  8. Under, Map fields, map the columns in your .csv file to fields in Altru. You should also match the Lookup ID in your .csv file to the "Constituent field" to ensure proper matching.
  9. When all fields are mapped, click Next.
  10. Under Set options, go to the Other Tab. Under Search List Fields, if you're using the System Record IDs for the address and constituent leave this at "ID." If you're not using the System Record IDs, change to "Quick find."
  11. Click Save to save your import process.
  12. To run the import, highlight the import and click “Start Import”
  13. Running the import creates a Batch.
  14. Click "Go to Batch Entry" or click the hyperlinked number of the batch created from the import process. 
  15. Review the batch to ensure that everything was mapped and imported properly. If you see any mistakes, keep in mind you can run the import process again and create a new batch. 
  16. Once you have reviewed your batch, save and close your batch.
  17. Go to Administration > Batch Entry and click on Commit and check the commit process parameters.
  18. Once the batch is successfully committed, you will see the Do Not Mail statuses updated on constituent records. 
  Address Update Import Template.xlsx

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