Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

For information on what is included in the Cell PhoneFinder service, refer to BB718226.  All steps below should be taken after receiving confirmation the Cell PhoneFinder file has been processed.
 
  1. Download the file from the FTP folder (BB45967).
  2. Save the .zip file to a location on the workstation that will complete the import.
  3. Unzip the downloaded file (there will be two items extracted). 
    • Summary Report
    • Import File: It will be a .txt, do not open this file.
  4. Have all users exit and sign out of The Raiser's Edge.
  5. Import the new numbers.
    • On the Navigation bar, click Admin and select Import 
    • Under Constituent, double-click Constituent 
    • Select to Update existing records and mark the boxes to Validate data only and Create new table entries checkbox under Options 
    • In the Import file field, browse to the unzipped CellPhone file that was downloaded from the FTP site 
    • Select the Use Import ID and Delimited Characters separate the fields options   
    • Select the Summary tab 
    • Mark the Create exception file of records not updated/imported check box and name the file C:\Exceptions.txt 
    • Mark the Create an output query of the records imported box
    • Mark the Create control report checkbox and select the Preview option 
    • Leave all other options and tabs set to the defaults 
    • Click Import Now to import the Constituent Phones
  6. Manually delete any phone numbers that are not needed or are out of date.
  7. How to format Phone Types