Updating Donor Addresses through Importing

Created on: December 27, 2013 by Sheldon Kepiro

If you want to update Donor’s Addresses is mass , you can do this by re-importing your data using the specific steps below. These steps are the same whether you need to update the entire address or a specific address field (like City, State or Zip code) – you must re-import the ENTIRE address.

 

The key to updating addresses for donors that already exist in GiftWorks is to map the Address Name field.  Whether you are matching by name or matching by ID, GiftWorks will also look at the Address Name field (“Address 1″, “Home Address”, etc.) and if it finds the same Address Name, it will update the address.  If you do not map an Address Name or if you map the Address Name and no match is found, a new address will be added. (See screen shots)

 

Address Name in GiftWorks  could be ‘Home Address’, ‘Address 1’, or ‘Business Address’.

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In your excel file you will need to add a column for Address Name, it needs to have the same address name as in GiftWorks.

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Each address in GiftWorks has an Address Name (GiftWorks either assigned it or you could have initially imported the address name).

You will need to go to your All Donors (or All Donors and Affiliate Donors) SmartList and customize the list to show ID, Address Name, Street 1, Street 2, City, State, Zip

You can use the GiftWorks Id field to match your donors when you re-import – so you will need to add in the Id column to the Excel file also.   These should be the only columns you have displayed on the SmartList.

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Now you will need to Export that list.   Click on Export this List on the left then choose “Save to file” and save it to your computer.

You can then update the addresses on that excel file as needed.   **NOTE: You will NOT want to make any changes to the Address Name or the Id columns.  Resave the excel file.

 

 Go back to GiftWorks and back up your database.

Then start the import process using this excel file. Under the ‘Matching Existing Donors’ option, click the option to ‘Choose the fields to use for matching your donors’. Choose Id for the ‘Choose your import field’ option and choose Donor Id for the ‘Choose the GiftWorks field’ option.  Choose to ignore the data if a match is not found.

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On the next screen, choose ‘do not import’ for the Id column.   Map ALL of the other columns and then import.

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This should overwrite all of the existing addresses with the updated address info.

If everything looks good, we recommend saving anther back up.

 

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Category: Donors