Get file from Blackbaud (AddressFinder process step 3)

In the previous step, you sent a file to Blackbaud for analysis. See Step 2. Blackbaud compared the addresses in your file to those in the United States Postal Service's (USPS) National Change of Address database (NCOALink).

In this step, you'll check whether results are available, retrieve the results file from Blackbaud, and review the recommendations. You won't receive an email or notification when it's ready for you to retrieve.

When Step 3: Get file from Blackbaud is complete, proceed to the next step, in which you'll use the information to update the addresses of constituents. See Step 4.

The process page shows details for Step 3: Get file from 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 3: Get file from Blackbaud and then select Go to process. A details page appears for Step 3: Get file from Blackbaud. It shows the

    • Recent status. If Step 3: Get file from 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 3: Get file from Blackbaud 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 3: Get file from Blackbaud.

    • Generate WSF for Step 3: Get file from Blackbaud. The Windows Scripting File will be downloaded to your local computer.

    • Create job schedule for Step 3: Get file from Blackbaud

    • Create task for Step 3: Get file from Blackbaud. See Add tasks.

After you submit a file for an AddressFindertune-up, Blackbaud will later respond with an update file. At any time, you can check the process status to see if an update file is available.

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

  2. Select the AddressFinder tab.

  3. Find a process in the list and select its name.

  4. Scroll to Step 3: Get file from Blackbaud.

  5. Select Check file availability.

    Note: Alternatively, select Go to process. Then select Check file availability under Tasks. You can also do this to run the retrieval process again.

  6. If the update file is available, you can retrieve the batch file. To do so, select Start process.

After you retrieve the file from Blackbaud, you can access a report which provides information about the addresses included in the process. It also indicates which of the included addresses have change of address information in the update file.

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

  2. Select the AddressFinder tab.

  3. Find a process in the list and select its name.

  4. Scroll to Step 3: Get file from Blackbaud.

  5. Select View report.

You can also receive the United States Postal Service CASS Summary Report and the NCOALink Process Report generated with the process. To view these reports, select Get reports from Blackbaud 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 3: Get file from Blackbaud and then select Go to process. A details page appears for Step 3: Get file from Blackbaud.

  5. Select to view the Recent status tab.

    If Step 3: Get file from Blackbaud was completely processed but resulted in exceptions, then select to Download exceptions.

If there are exceptions during the process of getting the file from 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 3: Get file from Blackbaud and then select Go to process. A details page appears for Step 3: Get file from 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 3: Get file from Blackbaud was completely processed but resulted in exceptions, then select to Download exceptions.

View the previous instances when Step 3: Get file from 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 3: Get file from Blackbaud and then select Go to process. A details page appears for Step 3: Get file from 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 3: Get file from 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 3: Get file from Blackbaud and then select Go to process. A details page appears for Step 3: Get file from 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.