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Combining preferred and alternate address info

Last post 07-08-2008 4:45 AM by Charlotte Ory. 3 replies.
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  • 07-01-2008 4:10 PM

    • Janet Davies
    • Not Ranked
    • Posts 7
    • Organization: Indiana Special Olympics
    • Products:  The Raiser's Edge

    Combining preferred and alternate address info

    New administrator here!   We had records imported from another database that only brought over the phone number and email.  The records were then imported again with the address fields.  Now I have 3,000+ records that have the phone and email on a blank alternate address, and the mailing address on the preferred address.  I'm looking for a way to combine the info from the alternate address and the preferred address on this group of records.  I have been looking at creating an import file but can't figure out how to get it to pull the address and the phone number at the same time.  Exports haven't worked for me either.  Anyone have any ideas, or do I have a lot of manual data entry coming my way?

    Janet Davies
    Operations/Development Assistant
    Raisers Edge Administrator
    Filed under: ,
  • 07-03-2008 4:14 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 370
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Re: Combining preferred and alternate address info

    Janet - Are you saying you have duplicate constituent records; one with phones only in the address & another with mailing address? Or are both these addresses within the same record? If the latter, then unfortunately there isn't a merge address function in RE. But I don't see any reason why you can't export the phone info & then import that into the existing address record containing the mailing address using the Address Import ID. We import address & phone fields at the same time. What fields are you importing? Importing can be complex if you've never done it before. You'll want to take a look at the Import User Guide & practice in the sample database before attempting with your live data.

    Tracie J. Cassidy
    Database Coordinator
    Children's Hospital Foundation & Guild Association
    Seattle, WA
  • 07-07-2008 10:44 AM In reply to

    • Janet Davies
    • Not Ranked
    • Posts 7
    • Organization: Indiana Special Olympics
    • Products:  The Raiser's Edge

    Re: Combining preferred and alternate address info

    The 2 addresses lines are within the same record, so it looks like I'm doing it manually.  It hasn't been too painful so far - just copying and pasting the phone and email then deleting the extra record.  I'm recruiting others to help.  Thanks!

    Janet Davies
    Operations/Development Assistant
    Raisers Edge Administrator
  • 07-08-2008 4:45 AM In reply to

    • Charlotte Ory
    • Top 150 Contributor
    • User Since: 2004
    • Posts 40
    • Organization: British Museum Development Department
    • Products:  The Raiser's Edge

    Re: Combining preferred and alternate address info

    Hi Janet,

    It sounds like you have lots of work to do, but it really would be a lot easier to create an export and re-import the numbers onto the preferred address.  To do this you can either create an import file or a query based on one of the records that needs cleaning.  You need to address ID, which is unique to every address record and so you can use this to import the new data onto that address.  If you are not sure how to do it, I would call Blackbaud and get them to talk you through it...after all we are paying for it!

    Hope that helps and good luck!

    Charlotte

     

     

    Charlotte Ory
    Senior Database Manager
    The British Museum Development Department

    tel: 0207 323 8120
    email: cory@thebritishmuseum.ac.uk
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