Address Clean Up

The exported worksheet includes more fields than you will import back into Altru. Only certain fields are “collection fields” that you will edit to meet standards, others can be deleted, and some are retained for constituent matching.

Also note that exported column headers do not match the import headers. Column headers need to be replace from import header template prior to importing back into Altru.

Columns that should be reviewed and edited to standards.

• Address line 1 (Street address)
• City
• State
• Country
• Type
• Is Primary?

Process Steps:

1. Go to Analysis Menu > Information Library > Data Cleanup folder
2. Click the hyperlinked query name Primary Address Cleanup 2023
3. Click the Export to Excel button and select Export to .XLSX file
4. In the worksheet, delete the following rows (you can also save this step until the end and use as reference while editing addresses)
   1. Middle Name
   2. Title
   3. Name (this is combined column with First and Last Name
   4. Address (Primary)\Address line 2
   5. Address (Primary)\Full address
   6. QUERYRECID
5. Edit the Update columns as necessary. (see details below)
6. Open Address import header template to copy column headers and paste into your worksheet.
7. Save file as .CSV in this format: 2024.03.08 address import.csv
   1. Save worksheets in Box-Box/Altru Processes/Altru_Data Management Guidelines/Data Cleaning
8. In Altru, go to Administration > Import
9. Click the double green arrows for the Import Process: Address Type and Standardization
10. Click the Edit button
11. Select Local file as the Import Source
12. Click the green arrow to upload a local file from the shared folder in Box
13. Click Next to Map Fields
14. Use the Auto Map button to map the column headers of the excel sheet to the Altru constituent fields.
15. Select the Address row of “Collection fields” and then click Map Collection Fields
16. Use the Map Fields button in the pop-up window.
17. Click Save and Next to move to review the Import Workflow options
    1. Only “Validate new batches but do not commit any records” should be selected.
18. Click Save to continue and return to the Import processes screen
19. Select the double green arrows for the Address import process again, and click the purple Start Import icon.
20. Once the Import is started, the import status page will open showing the process details and completion time, as well as the number of errors found in the worksheet.
21. Once complete, click the Go to batch entry link at the lefthand Tasks column
22. Click the double green arrows next to your new batch to open details
23. If there are exceptions found, click the hyperlinked text Errors from validation to review issues with your import data.
24. Click “show all” to see the error messages.
25. The most common error is that the address already exists for the constituent. If that is the only error, you can proceed to commit the batch. Exit the pop-up to return to the Batch entry window.
26. Use the green Commit button to import the updated addresses.
27. An exception batch will be created holding any entries with errors. Open that batch and review errors to determine whether the constituent address is OK as-is, or resolve them directly in the constituent record.

Update Columns