www.blackbaud.co.uk Page 1 Data Enrichment Services Executive Summary This document contains all information and instructions pertaining to Data Enrichment Services including: - Data Enrichment Services Overview - High Level Process Flow - Specific Instructions on Process Steps: o How to export your Raiser’s Edge data o How to create an FTP Site o How to reset your FTP Site Password o How to upload and download files from your FTP Site o How to reupload your Data Enriched processed file to your Raiser’s Edge You may also refer to the following KnowledgeBase articles: • What is Mailwise & What Does it Do? • Mailwise Data Preparation Guide; for instructions on how to query and export data for the Mailwise Data Enrichment Service. • Mailwise Attribute Guide; for instructions on how to create the necessary attributes utilised by the service. • Mailwise Return File Import Guide; for instructions on how to import the cleansed data. • Mailwise Analysis Guide; for instructions on how to analyse the imported, cleansed data. Data Enrichment Services Overview With the help of our partner, CCR Data Ltd, we are able to make the process of managing your data even easier and what’s more it only takes one click. Our Data Enrichment Services allow you to keep your data as clean as possible, so your fundraising efforts aren’t hampered by old addresses, bad phone numbers and missing donor information. The last thing you want to do is waste time and money on efforts that lead to dead ends because you have bad information. Services we offer: • Address Validation • Deceased Suppression • Gone away Suppression
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www.blackbaud.co.uk Page 1
Data Enrichment Services
Executive Summary This document contains all information and instructions pertaining to Data Enrichment Services
including:
- Data Enrichment Services Overview
- High Level Process Flow
- Specific Instructions on Process Steps:
o How to export your Raiser’s Edge data
o How to create an FTP Site
o How to reset your FTP Site Password
o How to upload and download files from your FTP Site
o How to reupload your Data Enriched processed file to your Raiser’s Edge
You may also refer to the following KnowledgeBase articles:
• What is Mailwise & What Does it Do?
• Mailwise Data Preparation Guide; for instructions on how to query and export data for the
Mailwise Data Enrichment Service.
• Mailwise Attribute Guide; for instructions on how to create the necessary attributes utilised
by the service.
• Mailwise Return File Import Guide; for instructions on how to import the cleansed data.
• Mailwise Analysis Guide; for instructions on how to analyse the imported, cleansed data.
Data Enrichment Services Overview
With the help of our partner, CCR Data Ltd, we are able to make the process of managing your
data even easier and what’s more it only takes one click.
Our Data Enrichment Services allow you to keep your data as clean as possible, so your
fundraising efforts aren’t hampered by old addresses, bad phone numbers and missing donor
information. The last thing you want to do is waste time and money on efforts that lead to dead
Process Flow Once your Blackbaud representative is aware of your interest in receiving Data Enrichment Services, the below is a high level process flow.
After reviewing your Audit Report with Blackbaud, if you decide to move forward with your Data Enrichment Service, you follow the next set of steps:
Please continue reading this document for specific instructions on each step. If you have any questions or problems along the way, please contact Blackbaud Support via Chat, by going to www.blackbaud.co.uk, then following the links to support > chat with support. Or, call on 0845 658 8500.
Step 1) Exporting and your Raiser’s Edge Data and Formatting
Supplying data to Blackbaud in the correct format will improve efficiency and accuracy. For full
instructions please refer to the Mailwise Data Preparation Guide.
Blackbaud can accept almost any file format including but not limited to: CSV, TEXT and SQL. - Where possible our preferred data format is a CSV file with field headers in the first row with the use of double quotes (“name”) as the text qualifier. Text files should consist of ASCII characters and use the western European code page.
Data security
Blackbaud data security very seriously and have published a full data security policy which can be
found at https://www.blackbaud.com/privacy-policy.aspx
For further information on the audit process or to discuss your requirements in more detail please
feel free to contact your Account Manager @ [email protected] or call 0845 658 8590.
Step 2) Create and/or login to your FTP Site
FTP Account Creation Process
1) Use either Internet Explorer Goggle Chrome or Firefox
2) Click here for the Blackbaud Data Enrichment Services FTP, this will take you to your FTP
8) This will then force you to change this password, minimum of 10 characters, containing both upper-case and lower-case characters and at least one number.
9) You are now logged back in, and can proceed with your file upload.