Create file (AddressFinder process step 1)

You'll likely run the AddressFinder process on a regular basis. You'll often reuse selections of constituents. These may be static or dynamic selections. For example, check the addresses of a selection that has constituents who you plan to mail a quarterly newsletter or an appeal near the end of the year.

For Step 1: Create file, you'll choose a selection of constituents, and determine which addresses to check. You can also create a selection for the results of this step. If any constituent addresses can't be added to the file, you can download the exceptions to take additional action.

When this step is complete, proceed to the next step in which you'll submit the file to Blackbaud. See Step 2.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file.

  5. By default, when you create an AddressFinder process, it automatically includes all constituents and their primary addresses. You can edit this process to only include a selection of constituents or other address types.

    Beside Step 1: Create file, select Edit.

  6. Under Criteria, beside Selected constituents, select to Search. A search appears. Find and choose a selection of constituents. Then click Select to continue.

    Alternatively, review the existing selection. Select Edit (pencil icon) to view and edit the criteria of the selection.

  7. Under Addresses, determine whether to include:

    • All active addresses.

    • Primary addresses only.

    • Specific addresses. You'll then select an address type.

  8. Choose whether to Include addresses marked as Do Not Mail.

  9. Determine how to handle households. Consider choosing For households, submit shared addresses once along with primary contact name.

  10. Under Results, select Create a selection from results. Then enter a name for the selection and determine whether to Overwrite existing selection.

  11. Select Save.

  12. Select Start process.

  13. Select Go to process. A details page appears for Step 1: Create file. It shows the

    • Recent status. If Step 1: Create file was completely processed but resulted in exceptions, then select to Download exceptions.

    • History. For each time the process ran, expand the row to see more details. Review who started the process, when, the duration, number of records, and results. If it completely processed but resulted in exceptions, then select to Download exceptions. You can also Delete it.

    • Job schedules. Consider choosing to + Add a job to complete Step 1: Create file automatically based on your schedule selections. Expand the row of an existing job to Edit or Delete it.

    Under Tasks, you can also:

    • Edit process for Step 1: Create file. For example, choose a different selection of constituents, which addresses are included, and whether to create a selection from the results.

    • Start process for Step 1: Create file.

By default, when you create an AddressFinder process, it automatically includes all constituents and their primary addresses.

You can edit this process to only include a selection (static or dynamic) of constituents or other address types.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Edit.

    Alternatively, select Go to process. Review the information. Then select Edit process under Tasks.

  5. Beside Step 1: Create file, select Edit.

  6. Under Addresses, determine whether to include:

    • All active addresses.

    • Primary addresses only.

    • Specific addresses. You'll then select an address type.

  7. Choose whether to Include addresses marked as Do Not Mail.

  8. Determine how to handle households. Consider choosing For households, submit shared addresses once along with primary contact name.

  9. Under Results, select Create a selection from results. Then enter a name for the selection and determine whether to Overwrite existing selection.

  10. Select Save.

After you configure the criteria for Step 1: Create file you can manually start the process.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Start process.

    Alternatively, select Go to process. Review the information. Then select Start process under Tasks.

The process page shows details and status for Step 1: Create file.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Go to process. A details page appears for Step 1: Create file. It shows the

    • Recent status. If Step 1: Create file was completely processed but resulted in exceptions, then select to Download exceptions.

    • History. For each time the process ran, expand the row to see more details. Review who started the process, when, the duration, number of records, and results. If it completely processed but resulted in exceptions, then select to Download exceptions. You can also Delete it.

    • Job schedules. Consider choosing to + Add a job to complete Step 1: Create file automatically based on your schedule selections. Expand the row of an existing job to Edit or Delete it.

    Under Tasks, you can also:

    • Edit process for Step 1: Create file. For example, choose a different selection of constituents, which addresses are included, and whether to create a selection from the results.

    • Start process for Step 1: Create file.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Go to process. A details page appears for Step 1: Create file.

  5. Select to view the Recent status tab.

    If Step 1: Create file was completely processed but resulted in exceptions, then select to Download exceptions.

When a constituent's address can't be added to the file you create, it's considered an exception. Review these exceptions and then determine whether to take additional actions to check the addresses.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Go to process. A details page appears for Step 1: Create file.

  5. Select to view the Recent status tab.

    Alternatively, select History. Expand the row of a completed process. For each time the process ran, expand the row to see more details.

    If Step 1: Create file was completely processed but resulted in exceptions, then select to Download exceptions.

View the previous instances when Step 1: Create file was processed for this AddressFinder process.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Go to process. A details page appears for Step 1: Create file.

  5. Select to view the History tab.

  6. For each time the process ran, expand the row to see more details.

    • Review who started the process, when, the duration, number of records, and results.

    • If it completely processed but resulted in exceptions, then select to Download exceptions.

    • You can also Delete it.

Consider scheduling a one-time job or a reoccurring one to run Step 1: Create file automatically.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the AddressFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. The process's page appears.

  4. Review any existing information for Step 1: Create file and then select Go to process. A details page appears for Step 1: Create file.

  5. Select to view the Job history tab. See Job schedules for more details and instructions.

    • To create a new job, select + Add to create a new job.

    • To update an existing job, expand its row and then select Edit.

    • To cancel or remove an existing job, expand its row and then select Delete.