Submit file to Blackbaud (AddressFinder process step 2)

In the previous step, you generated a file containing the addresses of constituents you wanted to check. If you yet haven't generated the file, return to the previous step and follow the instructions for Step 1.

In this step, you'll send that file to Blackbaud for analysis.

Blackbaud will compare the addresses in your file to those in the United States Postal Service's (USPS) National Change of Address database (NCOALink).

When Step 2: Submit file to Blackbaud is complete, proceed to the next step in which you'll retrieve and review the results of Blackbaud's analysis. See Step 3.

The process page shows details for Step 2: Submit file to Blackbaud.

  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 2: Submit file to Blackbaud and then select Go to process. A details page appears for Step 2: Submit file to Blackbaud. It shows the

    • Recent status. If Step 2: Submit file to Blackbaud 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:

    • Start process for Step 2: Submit file to Blackbaud.

    • Generate WSF for Step 2: Submit file to Blackbaud. The Windows Scripting File will be downloaded to your local computer.

    • Create job schedule for Step 2: Submit file to Blackbaud

    • Create task for Step 2: Submit file to Blackbaud. See Add tasks.

  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 2: Submit file to Blackbaud. Then, next to Step 2: Submit file to Blackbaud select Start process.

    Note: Alternatively, select Go to process. Then select Start process under Tasks.

    Tip: You will not receive an email or notification from Blackbaud when your updated file is available. Instead, check the process status page to determine if the file is ready. You can check the availability of the update file from the status page of the AddressFinder process. To check the availability, select Check file availability under Tasks.

  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 2: Submit file to Blackbaud and then select Go to process. A details page appears for Step 2: Submit file to Blackbaud.

  5. Select to view the Recent status tab.

    If Step 2: Submit file to Blackbaud was completely processed but resulted in exceptions, then select to Download exceptions.

If there are exceptions during the process of submitting the file to Blackbaud, you can 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 2: Submit file to Blackbaud and then select Go to process. A details page appears for Step 2: Submit file to Blackbaud.

  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 2: Submit file to Blackbaud was completely processed but resulted in exceptions, then select to Download exceptions.

View the previous instances when Step 2: Submit file to Blackbaud 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 2: Submit file to Blackbaud and then select Go to process. A details page appears for Step 2: Submit file to Blackbaud.

  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 2: Submit file to Blackbaud 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 2: Submit file to Blackbaud and then select Go to process. A details page appears for Step 2: Submit file to Blackbaud.

  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.