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: When updating existing we can grab the address Id of the address in Altru.  As well as pull the address fields for that need updated.Grabbing it straight from altru will help ensure that the address is updated instead of adding a new address.
    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. ( we will be using constituent record instead of  lookup id, because of the import settings we will be using later) 
    6. If you're updating the primary address-  In the left hand column select Address (Primary). From the middle select each of the following Address, City, Country, State Abbreviation, Type, and System Record ID and move to include records where. 
    7. If you're updating non-primary address- .From the left hand side select addresses.  From the middle column, select each of the following : Address, City, Country, State Abbreviation, Type, and System Record ID.  and move to include records where
    8. Option- If there is a certain type of address you need to update- From the left select addresses and from the middle Type and move to include records where and set equal to that type.
    9.  Click export to 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 Revenue
  2. Click Batch Entry
  3. From the task menu click Batch Templates
  4. Click the expand button next to Constituent Update batch
  5. Click the expand button
  6. Click edit
  7. Select the " Select Fields and Defaults " tab
  8. From available fields click addresses and move to selected fields
  9. Click save
Part 3: Generate header file
  1. Go to the administration tab
  2. Click import
  3. From the task menu Click generate header file
  4. In the drop down select your constituent update batch template
  5. Optintional- In collection fields- If you are updating more then one address at a time you can increase the quantity
Part 4: Use the header file you generate to match the field from the query we exported
  1. Use the header file as the column names for the fields in the query, You can do this by copying and pasting the names from one file to the other. 
  2. In the excel file we got from step 1, there will be a field called " System record ID"  This is the we are going to use to search your constituents and you should choose the header name of constituent
  3. ( the two below images show the before and after for step 2)
  4.  
  5. Optional- If you are making these address as "Do not Mail"  then use the column name "Addresses Do not send mail to this address 1" from your header file, and use the word "True"  to mark the address as do not mail.
  6. Save your file as CSV file
Part 5: Complete your import process using the following steps
  1. Go to Administration > Import
  2. Click Add to add a new Import Process.
  3. Expand Constituent and select Constituent Update batch
  4. Name your process
  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 and select your CSV file
  7. Click Next. 
  8. Click Auto- Map
  9. Select any line that says collection fields
  10. Click Map Collection fields
  11. Click Auto-Map
  12. Click okay
  13. when all fields are mapped, click Next.
  14. Under Set options> Select the Other Tab. Under Search List Fields > select ID
    1. Note: You can use quick find if you are using the constituents name in the search fields or the constituent look up id. All the steps in this article use the System record ID, which is what we have selected in the above steps.
  15. Click Save to save your import process.
  16. Click the expand button next to your import
  17. Click Start import 
  18. From the Recent status tab, Click the batch record
  19. Review the batch to ensure that everything was mapped and imported properly.
    1. Note: If you see any mistakes, keep in mind you can run the import process again and create a new batch. 
  20. Once you have reviewed your batch, save and close your batch.
  21. Go to Revenue
  22. Click  Batch Entry
  23. Click expand next to your batch
  24. Click Commit
Address Update Import Template.xlsx

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.