I.     Create and submit a data file to Blackbaud containing the records to be screened:
 
1.         a.     Create a query of the constituents to include in the screening
Note: All records need to have a name and at least one address line. We recommend running an AddressFinder prior to this service so that all addresses are current and in a standardized format.  
b.      Using the selected records from your query, Export the following fields in CSV (comma-separated values) format: 
·   First name 
·   Middle Name 
·   Last name
·   City 
·   State 
·   Zip Code 
·   Email Address (1 per record)
·   Constituent Import ID  
·   Address Import ID
2.         Transfer the file to our FTP site
3.         Email addressfinder@blackbaud.com when the file has been successfully transferred
Note: Allow up to 10 business days for processing.  
4.        Retrieve the file:
b. Save the file onto a workstation where The Raiser's Edge is installed.
c. Unzip the files to a location on your workstation 

II.       Import the updated information: 
 
1.         Click Administration > Import 
2.         Under Constituent, select Constituent and click New 
3.         On the General tab, select:
i. What do you want to do?: Update existing records
ii. Options: Validate Data Only, Create new table entries
iii. What file do you wish to import: Browse to and select the TXT file downloaded in step one
iv. How do you want the system to identify existing constituents?: Use the Import ID
v. What is the format of this import file?: Delimited 
4.         Leave the File Layout tab set to the defaults  
5.         On the Fields tab, ensure all fields and extensions are mapped correctly
Note: It is important to ensure the extensions for the attribute fields are mapped correctly. If they are not, exceptions will occur when importing the data file.
6.         On the Summary tab, select:
i. Create exception file of records not updated/imported: Name the file C:\Exceptions.txt
ii. Create control report: Preview
iii. Click Validate Now to validate the import
iv. If there are no exceptions: 
                                             · Unmark 'Validate data Only' on the General tab
                                             · Click the 'Update Now' button to import updated information.
                                             · The Control Report will appear on the screen when the import is completed, if you selected the option to created one.