Data Tune-Up Enhancements Are On Their Way!

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Address Finder and Deceased Record Finder are two of the many data services that are available as part of the Data Tune-Up feature within Blackbaud CRM.  Learn more about the Data Services offered by Blackbaud.

The upcoming CRM 4.0 Service Pack 9 release, targeted to release at the end of the month, will include updates to Address Finder and Deceased Record Finder functionality based on your feedback to improve performance, scalability and security. 

Today, once you have determined the addresses and records to update, files are sent to an FTP server and then picked up and sent to us to be processed by our data service providers.  With SP9, we are removing the FTP middle man so the data is sent directly to the data service provider via API calls. 

There are many benefits to this change.  You can now submit a single large file, rather than a number of smaller files.  The process is also faster and you get your data back using a more secure data transfer. 

In order to support this within the product a few changes were made to the current functionality. 
  1. New credentials for the updated services
  2. Workflow change to the business process
New credentials
When accessing the Data Tune-Up, you will need to enter your credentials in order to send Address Finder and Deceased Record Finder files for processing. Other finder services will continue to use FTP credentials. Contact Support for your new credentials. 

Workflow Change
In Data Tune-Up, an additional step is added to the workflow for Address Finder and Deceased Record Finder, which will break the process between creating the file and sending the file.  This additional step allows you to confirm the number of records to send prior to starting the process which is important since the data is being sent directly to the data provider.  You will have more responsibility to track the data sent and compare it to your current Data Services contract.  Don’t worry though, the history tab of the process track s historically the number of records sent which will make it easy to manage.  The Blackbaud Integrated Analytics team and our CSM will also be monitoring and working with you to ensure success!

In upcoming service packs, we will focus on some of the other finder services, such as People Finder, Email Finder, Phone Finder and Enterprise Data Quality (EDQ).  Stay tuned to upcoming roadmap calls to learn more!

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