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Updating Multiple Constituent Records

Laura Salfen

Hello all! I'm new to RE and had a question about updating constituent records. What is the best (and most efficient) way to update a large group of records? Is this something batch can do or is there another way? One update I am seeking to make is to add an attribute to a number of records to indicate their current year giving society level. What is the best way to do this?

Thanks! ☺

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Comments

Derek Smith

Your best method would be to import the information. If you have a query that can isolate your population you can then build an attribute import. below is the knowledgebase article on creating the import file. https://kb.blackbaud.com/articles/Article/50129?_ga=2.144272822.2047395330.1581629166-406802487.1558441222

JoAnn Strommen

As Derek said, if you can group the records into a constituent query one option for adding a constituent attribute is Administration > Global Add. Not all fields are options in Global Add, but if I needed to add one that was there, I found that to be a bit easier than import.

There are also some updates that can be done through Global Change.

Laura Salfen

Thank you both for your help!!