Import updated Canadian addresses

1. Ensure that the import file meets the General Import Set Up requirements. For details, refer to General Import Setup.

2. From Management, click Import. The Import Categories page appears.

3. Select an import category. Consider creating a category called "Canadian AddressFinder (NCOA)" or "Accounts."

4. Select your "Canadian AddressFinder (NCOA)" import template. The Import page appears.

   Tip: To create a new template, click New Import under Tasks. The Import page appears. Then enter a unique name for the import, such as "Canadian AddressFinder (NCOA)" You'll use this same import definition every time you import updated constituent addresses from Canadian AddressFinder (NCOA).

5. Enter a description. For example, "Constituent addresses were provided to Target Analytics for Canadian AddressFinder (NCOA) services. Use this import to update the addresses."

6. Click Browse... and select the .csv file which contains the latest AddressFinder™ results.

7. Under Select the Type of Information to Import, select Account Information with Single Note.

8. In the Multi Select Delimiter field, use the default settings.

9. Click Next to continue to the next step. The Map your Import File screen appears.

10. The required fields for Account Information with a Single Note import type appears. You must map data to these required fields. You'll also map data to user-defined fields you set up to track Canadian AddressFinder (NCOA) Codes.

    • On the Persona Type field, you can map a field from your source file or, if all your imported accounts have the same persona type, you can type in that persona type in the field provided under the Import Data column.

    • To map to a field in the source file, click the icon to the right of the Import Data field. You must click the icon next to the specific field you want to map to. The Select Import Field window appears with a list of all column titles from your source file. Click the appropriate column to map from your source file, and close the Select Import Field screen.

    • You sometimes need to map more than one field from your source file to the same field in eTapestry. For example, if you have a column for First Name and a column for Last Name on your source file, you must map both those columns to the eTapestry field Account Name. To do this, click the icon and select the First Name field, enter a space, and select the Last Name field. You can do the same for the Sort Name field, although in that case you map the Last Name field first, enter a comma and a space, and then map the First Name field.

    • After you map all the required fields, you can select additional fields to map. To select an additional eTapestry field to map to, click Import Another eTapestry Field. The Select eTapestry Field screen appears. You can scroll to find a field or use the search box if you know the field name. The list includes all eligible fields for this import type, including user-defined fields. You can use as many of these fields as you want in your import.

      After you select the fields you want to add to the import, you must map them to a column from your source file. To do this, click the icon to the right of each field and select the appropriate column.

    • To delete any additional fields after you add them to the mapping, click the red X next to the field you want to delete. You cannot delete required fields.

    • As you map fields, you can view a sample on the right of the screen. Use this to confirm you are mapping fields correctly. You can review all your mapped data on Step 3 of the import wizard.

11. Under Key, select the Account Number and Persona Type as duplicate keys.

    Note: eTapestry uses duplicate keys to search for potential duplicates on those fields. Later, you review potential duplicates and indicate how to handle them in the import. You cannot submit an import without at least one duplicate key.

12. Click Next. The Preview page appears to show the first 25 lines of the import. View the exact data that will be mapped to your eTapestry database. To correct mapping errors, click Back to return to step two and re-map your data.

13. After you preview the data, click Next. The Possible Duplicates Report appears.

    Note: If your import file has errors, an error screen appears first. In this case, correct the errors and begin your import again.

14. The report shows potential duplicates in your import based on the duplicate key(s) you previously selected. To handle each potential conflict, select Replace.

    All data from your import source file is moved into the fields that you mapped on the existing account, regardless of whether or not those fields already contain data. No new account is created. Empty fields from your import source file do not replace fields with data in the existing account.

15. Click Next to commit the changes and begin the import. The data is imported and the constituent addresses are updated.

    Warning: After you commit your import file, you cannot reverse your import. Be sure that all options are correct and that you are ready to perform the import before you click Next.