MatchFinder Subscription is a quick and easy data process to scan employer information already existing on your database and identify the companies that have matching gift benefits. This service runs quarterly to ensure you have accurate information through the year and to scan newly acquired donors from any prospect campaigns.
I. Export and Upload for Processing:
1. Create an export process containing the following fields:
o Import ID
o Organization Name
2. Export as a .csv file
3. Transfer the file to our FTP site
4. Email firstname.lastname@example.org to notify a data specialist the file is ready.
o Note: The file will take up to 10 business days to process.