How to mass sync records after Address Finder runs?

Chris Zello

I've noticed that it isn't until I sync with RE that a ResearchPoint record will update with a current address.


I'm wondering if there is some way to do this for all RP records with an address change in RE? I'm not aware of a way to do this.


Thanks.

AnnMarie Schell

Hi Chris,


Try using a Research List; you can make it as small or as large as you want. I tend to target areas, and not use the whole database, but the following is a screenshot of one of mine below:




Of course, the actual list is cropped for the confidentiality of our constituents. Note next the member count you can Add member, Edit, or Sync with RE, etc. Check the box at the top if you want to sync them all at once. My description tends to be reminders of how I set up the export and imports. I also refer to the Knowledgebase or my go to resources ResearchPoint Assistance and Resources | Blackbaud . Hope this helps!


Have a blessed weekend,

Ann-Marie